Book a Demo
Book a Demo
Book a Demo
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.
Customer Reporting
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.
The Digital Transformation Office (DTO) is part of the Treasury Board of Canada Secretariat’s Strategic Communications and Ministerial Affairs sector
Transformation provides organizations with the ability to unlock potential through holistic, enduring, large-scale transformations
crm financials
Learn how we help financial services firms improve performance
CRM-service is a fully-featured cloud-based Customer Relationship Management service with highly scalable features
sales logics crm
Exceed client expectations with asklogix financial services CRM
crm solutions for financial services
transformation consulting
