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Flexible CRM solutions based on Salesforce.
Innovative CRM Solutions for Financial Services
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Driving insightful and smart interactions with customers
Digital Transformation for Banking & Financial Services
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Enable firms to dramatically deliver new kinds of value and reshape operating models.
CRM empowered by Artificial intelligence
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Innovative CRM Solution

Track customers, prospects, interactions and activities. Quickly perform key tasks such as research, calling lists, collaborating with colleagues, sending emails, booking meetings, and defining subsequent tasks.

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Customer Reporting

Streamline the customer reporting process, automate numerous manual functions, and save time while reducing errors. Optimise the future today with better decisions, using predictive analysis.
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Mobility

Real-time access to your appointments, sales opportunities and customer data on any mobile device. Our solution enables sales, marketing and customer service teams to access and manage key information in real time, wherever they are.

CRM Financial Services: from connection to transformation.

Capture the market through customer satisfaction.

Omnichannel customer journey

Seamless communication and services across all channels. From onboarding and adoption to retention and expansion, every stage of the customer journey matters right now.

Business Reporting


A powerful suite of tools that help you understand and use your data. You can report on your key performance indicators, department by department.

Marketing Automation


Generate multichannel marketing actions. The Marketing Automation tool helps you deliver a personalised and engaging customer experience across the customer lifecycle.

End-to-end automation


Automates processes and workflows smoothly. Best suited for rule-based transactional and repetitive tasks involving structured and/or semi-structured data, and logic-driven robots.

Integration of third-party solutions

Integrate Salesforce into your existing applications. We offer pre-built integration between best-in-class financial databases (Bloomberg, Dun&Bradstreet, Prequin, S&P) and  Saleforce.

Technological innovation


Ongoing innovation: AI, Big Data and Blockchain are adapted to your business. Benefit from these technologies to enhance efficiency and productivity through automation; reduce human biases and errors.

“Leveraging AskLogix - Hedge Fund has helped us drastically improve the quality of the service our investors receive, as well as simplified our daily lives.”
CTO - Top Tier Hedge Fund, Paris
AskLogix Software Suite is way ahead of other CRM solutions when it comes to user-friendliness.
John Bastock, Financial Services IT Consultant
AskLogix were able to successfully provide the technology, knowledge and expertise to ensure the smooth Digital transformation of our company
CEO, Private Equity Firm, London