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

CRM Innovative Solution

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

Customer Reporting

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

Mobility

Real-time access to your appointments, sales opportunities and customer data on any mobile device.

CRM Financial Services: from connection to transformation.

Capture the market through customer satisfaction.

Omnichannel customer journey

Seamless communication and services across all channels

Business Reporting

A powerful suite of tools that help you understand and use your data.

Marketing Automation

Generate multichannel marketing actions.

End-to-end automation

Automates processes and workflows smoothly.

Integration of third-party solutions

Integrate Salesforce into your existing applications.

Technological innovation

Ongoing innovations: AI, Big Data, Block Chain, are adapted to your business.

“Leveraging Ask Hedge Fund Logix, has helped us drastically improve the quality of the service our investors receive, as well as simplified our daily lives.”
CTO- Top Tiers 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