Forge lasting customer relationships and accelerate digital transformation.
Our CRM solutions for Financial Services are fully compliant, secure, and fully built on the Saleforce.com platform.
AskLogix publishes powerful tools you need to stay in touch with your customers in real time, maintain deeper relationships, and increase your productivity and growth.
Manage your distribution business effectively, including road shows, and investors relationships. Never miss your goals with innovative tools that manage, and track the progress of your distribution activities in real time. Download Our Brochure
Optimize the Family Offices' customer relationship, monitor research, perform due diligence, manage their portfolio in all asset classes, analyze performance and generate reports. Download Our Brochure
Salesforce offers a Wealth Management solution that builds deep customer relationships, integrates key systems to increase user acceptance, and effectively supports compliance processes. Download Our Brochure
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. Download Our Brochure
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. Download Our Brochure