CRM Solutions for Finance

CoreValue is your trusted partner for building CRM solutions that bring financial services to a new level.

CRM software built by CoreValue’s development team can help your organization to exceed your clients’ expectations and provide them with exceptional customer experience.

Your reliable finance CRM development partner

Salesforce CRM implemented by CoreValue facilitates a coordinated approach to improved customer experience across the finance domain.

Adapted to the needs of the financial industry, we offer customized CRM solutions with all the tools and accessibility you need from any mobile device. We can help make your business operations smooth and effective, while streamlining your processes.

Our company is experienced with enterprise-scale solutions that focus on the financial services industry across banking, capital markets and insurance.

Want to unlock new levels of business productivity while streamlining finance management? It’s simple.

Why CRM solutions for financial industry?

In today’s ever-evolving business environment, financial services enterprises must respond to customer needs by optimizing internal operations and overall efficiency. An innovative CRM system is an investment in technology guaranteed to generate substantial return of investment.

Skillfully tailored and implemented CRM solutions for the financial industry:

  • Allow optimization of business processes without impacting performance.
  • Help retain valued customers and maximize profitability.
  • Enhance overall productivity within an opportunity cycle.
  • Assist in workflow simplification.

CRM solutions for finance development

Adopting CRM for the financial industry can help to develop efficient strategies for highly competitive customer service and an increase in client satisfaction. CRM solutions tackle central issues for a financial services company, such as exhaustive customer review, internal operations analytics, and security.

As a registered Salesforce consulting partner, CoreValue will help you understand and implement all the features of the world’s leading CRM platform. We can customize Salesforce CRM with a focus on your individual business needs, while making use of its out-of-the-box functionalities.

  • 24/7 (shared cloud).
  • Authentication.
  • User management.
  • Security and Permissions (the ORG).
  • List management.
  • Performance management.
  • Team collaboration.
  • Mobile ready (Lightning).
  • Dashboards.
  • Reporting.

Services and components to strengthen your business

With a professionally implemented CRM system, financial organizations can successfully utilize an abundance of rich functionality for

  • Making fast tactical decisions.
  • Increasing operational efficiency.
  • Providing customer-centric services.
  • Eliminating overall spendings.

CoreValue, a Registered Consulting Salesforce Partner, offers extensive expertise in Salesforce CRM solutions development and implementation, while introducing a necessary combination of technology and process to achieve meaningful results.

Identify future opportunities for financial innovation.

CRM in financial industry

CRM software for financial services offers visibility into the whole scope of interactions both in back and front offices.

CRM solutions for the banking industry enable corporate, investment and retail banks and financial institutions to manage end-to-end customer journeys that improve their customer experience. A customized CRM can handle a whole development and operational cycle of the financial institution that includes:

  • Managing a unified customer database.
  • Omnichannel internal and service-customer communication.
  • Business process management.

For the insurance industry, CRM systems can be leveraged to develop and maintain differentiated customer experiences in order to remain competitive. It can also be an invaluable tool to consolidate and standardize service offerings in order to:

  • Provide connectivity and client visibility through integrated access to customer
  • Resolve claims efficiently by utilizing business processes, workflows, service requests view and prioritization. information.
  • Provide real-time client-insurer interactions using familiar and comfortable channels, including digital and mobile.

CRM solutions for wealth management help financial organizations to embrace a client-driven business mode, and to align to contemporary market demands.

Wealth management services can reach a new level of quality through a holistic view of clients, as well as the value they bring to the business. A well designed CRM can provide your organization with:

  • Comprehensive matrix of workflows to accelerate business processes and optimize services, such as client onboarding or lead management.
  • Information sourced from 3rd party applications, and collaboration with clients in order to present and trade ideas.
  • Real-time macro/micro views for gaining clear, consistent analytics for further strategic decision-making.
  • Automation of high-value service handling and general operational efficiency.

Integrating a CRM system with your core software makes it possible for financial service business like banking, insurance, wealth management to make good use of all of its valid internal data and customer information. This not only maintains an exhaustive view of the customer’s needs and markets requirements, but also takes customer experience to a new level.

CRM for finance offers pivotal outcomes and can impact your short and long term strategies.

CoreValue will make it possible for you to develop new ways of reaching the market by transforming your business into a dynamic customer-centric company with an exceptional CRM solution. In addition, we can help guide your team, grow your closure rates and revenues, and improve customer retention, as well as enhance overall enterprise operations.

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