Financial Services

Our Expertise

Financial Services
Financial Services

Develop winning strategies and approach towards faster decisions and rapid deployment of financial services cloud to bring client information in the fingertips of a wealth manager.

Wealth Management
Wealth Management

Streamline processes, expand communication and give you unmatched access into client profiles. Automatically generate a list of tasks for you based on the client and referral projects you have coming down your pipeline.

Credit Unions
Credit Unions

Offer a customized and collaborative approach that combines deep industry expertise and experience; Leverage Salesforce and enhance the way credit unions interact with customers.

Insurance Agencies
Insurance Agencies

Access to every policy and claim linked with a customer profile with omnichannel integration, secured customer portal and a 360-degree view of customers; ensure proper coverage for each policy

Banking
Banking

Allow your customers to gain access to their finances, including accounts and loans, through a secured client portal at any time, at any place and by any device

Mortgage Lenders
Mortgage Lenders

Create time and deadlines in Salesforce based on your customer preferences; access dashboards for a real-time update on tasks and deadlines

Salesforce financial services

With over 50+ certified Salesforce consultants and over 130+ customer engagements, CRMIT Solutions offers valued services including implementation, migration, customization, product developement, visualization and mobility while the extensive domain experience,technological excellence and stress on timely responses remain the key differentiators.

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Solution Offerings

Integrations

Field Sales Acceleration

Ensure productive field meetings, superior customer engagements and 7X likely to convert field sales opportunities

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Enterprise Mobility

Enterprise Mobility

Organize and improve efficiency of key sales processes.

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Customization

Customization

Customize page layouts, business processes, sections, fields etc.

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Integrations

Integrations

Existing third party applications function seamlessly with the CRM.

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Migration

CRM Platform Migration

Lower the Total Cost of Ownership

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Data Utilization

Data Utilization

Assess your CRM data quality & utilization potential

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Analytics

Analytics & Visualization

Get Clarity with Visual Analysis

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Campaign Management

Campaign Management

Maximize your campaign deliverability with platform services

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Support

Support & Maintenance

Annual Support & Advocacy Program

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