CRM Solutions for Financial Services

Forge lasting customer relationships and accelerate digital transformation.
Solutions CRM pour les services financiers
We provide Financial services CRM system to help you gain complete understanding of your clients' needs. Asklogix publishes powerful CRM tools that enable you to stay in touch with your customers in real time, maintain deeper relationships, and increase your productivity and growth.

Asklogix's CRM solutions for Financial Services are fully compliant and secure. Our 100% Native Salesforce app is built on the platform and lives in Salesforce completely. Also our solution take full advantage of the innovation capabilities of Salesforce as IA and blockchain technologies.


Adopt an innovative CRM for your sales and marketing processes. You'll find new customers and can manage your transactions and activities in one place.
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Private Equity

Make faster, more accurate decisions with powerful data analytics that give you a 360° view of your investments and investors, helping you build investor confidence and credibility.
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Wealth Management

Salesforce offers a Wealth Management solution that builds deep customer relationships, integrates key systems to increase user acceptance, and effectively supports compliance processes.
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Hedge Funds

Manage your distribution business effectively, including roadshows, and investor relationships. Never miss your goals with innovative tools that manage and track the progress of your distribution activities in real time. Download Our Brochure

Family Office

Optimise the Family Office's customer relationships, monitor research, perform due diligence, manage portfolios in all asset classes, analyse performance and generate reports.
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