Financial Services
Steer your wealth management business through uncertain markets by focusing on your clients' financial needs and building relationships.
Salesforce helps you understand and engage with clients, keep track of everyday tasks, and see a clear picture of your book of business.
Customer Success Story
“Now that everything is integrated, we have a single view of the customer, and everything is one place. From when the customer goes through the quote process to when the customer buys a policy and then makes a claim -- we have a full view of all interactions. We have all the call logs attached to the customer record, and we've also integrated Facebook messenger with Salesforce, so all the customer’s Facebook messages are in the same record.”
What is your top priority?
Customer Success Story
“We understand that true customer centricity isn’t just about delivering basic insurance services. It’s really about understanding the needs of our customers, and how they change through different life stages.”
More free resources to help small and fast growing business innovate, scale and grow.
Video
Small and Medium Business Solution Overview
Guide
Sell smarter and keep customers happier with faster support. Try for free now!
