CRM Solutions for Financial Services
Forge lasting customer relationships and accelerate digital transformation.Asklogix's CRM solutions for Financial Services are fully compliant and secure. Our 100% Native Salesforce app is built on the force.com platform and lives in Salesforce completely. Also our solution take full advantage of the innovation capabilities of Salesforce as IA and blockchain technologies.
M&A
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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
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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