Empowering Your Business, Salesforce Consulting Redefined
Transforming Futures with Salesforce Expertise
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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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Flexible CRM solutions based on Salesforce.
Innovative CRM Solutions for Financial Services
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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.

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.


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

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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

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Exceed client expectations with asklogix financial services CRM

crm solutions for financial services

transformation consulting

“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