Whether it is banking, wealth management, insurance or investment, modern financial services businesses are changing to meet the client demand for personalised service that is secure and dynamic. Cirrico understands that in the competitive financial services sector, trust has to be earned and good experience is key, when the ease of switching financial suppliers simpler than ever before.
Customers all have their own personal and professional goal, and they expect the service they receive to reflect this, and our solution enables you to do this so you can offer a multi platform solution that is tailored to their needs. The visibility created by our solution makes analysing personal data simpler, risk management more efficient, quoting faster and industry insights clearer.
Financial Services Solutions
Don't Miss an opportunity.
Powerful productivity tools allow you to automate routine processes with customisable actions. With prospect tracking you can ensure you never miss an opportunity.
Deliver personalised service.
Connect with clients from any device, anywhere, and build stronger relationships by engaging personally and responding to timely account alerts, and collaborating with them on easy to see, key life goals.
Gear up for Growth.
Empower your team with smarter and more predictive data, and give managers a 360 degree view of to see where their can improve their forecasts and boost their sales.
With Salesforce, information is in one place so it’s easier to prioritise and make quick decisions based on the most up-to-date information. And do it all from any device — a laptop, a phone, you name it.
Cirrico recognises the need to often have a single view of data and defined processes in place when bringing new customers to a company. A recent successful project was implementing Salesforce for a 200 users at a card payment company offering online and phone payment services as well as debit and credit card machines, including countertop, portable, mobile, desktop, Bluetooth, and GPRS card machines. Their team of payment industry experts aimed to bring affordable card payment solutions to small businesses, who are often overcharged and under-serviced by the banks. To do this, they needed to have their Salesforce system wrapped around their core business databases and applications. Cirrico increased efficiencies by introducing automation, customising fields, layouts, components and cases, whilst making external database information viewable in Salesforce.