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Maximize Growth with Salesforce Financial Services Cloud

We provide financial advisors a single, comprehensive view of the data to build deeper one-to-one client relationships, make smarter investment decisions, and engage with clients on any device.

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Wealth Management

Credit Unions

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Challenges faced by your organization & How CRMIT’s Expertise can support your business

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

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

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.

Mortgage Lenders

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

CRMIT's Managed Services for Salesforce can take
your business to the next level.

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CUSTOMER SUCCESS STORY

Leading Property Insurance Provider Boosts Their User Adoption by 44%

The customer is the premier provider of property insurance in catastrophe exposed areas. Writes and provides service for residential property and casualty insurance policies through a network of independent agents. 

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We hired CRMIT to support with ongoing Salesforce development and stabilization post implementation. CRMIT have provided extensive Salesforce expertise from the team of developers who have been consistent for over 3 years. As a result, the developers have an in depth understanding of our highly customized solution and of our non-profit organization and are therefore able to make innovative suggestions for problem solving and implementing new functionality.

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