The Top 5 Benefits Of Using Salesforce For Fintech Company

A robust CRM solution, Keap combines customer data management, marketing automation, sales pipelines, payments, and more, into a single, integrated platform. The FinTech industry isn’t one-size-fits-all when it comes to software, systems, and frameworks, which is why Salesforce was built with flexibility in mind. Salesforce uses objects, records, list views, workflow, and processes to enhance customer experiences. Different FinTech companies will have their own definitions of records and workflows. FinTech companies take that data and use it to alter their services, which can be incredibly valuable in increasing sales and improving customer loyalty. 91% of consumers are more likely to shop with brands that provide offers and recommendations relevant to them, and Salesforce can help you steer your products and services in the right direction.

CRMs help build a positive brand image because interacting with a company using its CRM platform is quick and straightforward. Removing all possible boundaries between customers and FinTech offerings means that customers will use them more often and your company will benefit. Because FinTech companies focus on numbers and data investing forex broker analysis, they often forget to focus on the customer-facing element of their business. Instead, they focus entirely on the product or service that they offer. There’s a massive problem with this approach—FinTech companies can end up developing strategies that revolve around what’s being sold, not who they’re selling to.


Junxure has operated in the financial industry, being used by financial advisors for the last 15 years. Junxure captures financial data developed from combinations with other technology providers, existing pots of data, custodians, portfolio managers and back-office solutions. That is one of the reasons why it is regarded as the best CRM software with the best integrations with other software solutions. The CRM aids businesses to get prospects, insights, converts more leads to become customers and manages with customers across several channels. Its focus on a mobile-first CRM also means it is a good option for remote and field-based teams who might need to access and update information on the go. They offer business loans between 3 and 30 million SEK to growing limited companies with strong business ideas.

Search for a CRM that permits you to coordinate outsider arrangements with your business size. Salesforce CRM integration synchronizes information from different frameworks, showcasing channels, and clients, further developing effectiveness. Einstein analytics produces upgraded information analysis that guides in the opening of perplexing deals and administration systems. This investigation additionally incorporates coordinated dashboards that interface clients to income, activity, and gathering mists.

For Forex companies

Sales Cloud features can boost sales in the short term and the long term. For example, using Salesforce CRM Sales Cloud can help collect data needed to improve sales strategies and better output from sales promotions. The company can easily monitor sales activity from the ground up with the help of Salesforce Sales Cloud so that revenue and profits are increased.

  • Empower them to sell more with highly efficient sales workflows and real-time sales tracking.
  • In addition, sales Promotions and Sales strategies are easily finalized as the needed data is already collated.
  • Unlock new revenue opportunities based on recurring customer payments.
  • Salesforce CRM has a suite of features, and Sales Cloud is one of them.
  • Using a customer relationship management platform as a financial technology company makes perfect sense.

Products are devised per the target market needs, thus leading to effective segregation of the market. For example, customer experience personalization is made possible by Salesforce CRM for banking institutions, where they can make and offer tailor-made financial products for a specific category of customers. Fintech’s internal strategy and the external sales happening are interrelated, which helps in revenue generation. As mentioned earlier, the data is stored in the cloud, and it will help in formulating strategies and streamline the sales process. In addition, the analytics are predictive and are based on the customer behavior analytics collected when the customer spends time on your Fintech app or website. We give your business the ability to inject value added financial services via fintech solutions along the way of a consumer or business owners path to success.

Overview of all products

One of the unique challenges of banking in a digital world is meeting customer expectations. And in the information age, this means having in-depth knowledge of each customer, taking a tailored approach, and doing it faster than ever before. The CRM platform is customizable which means that we can help you implement and set up the platform according to the specific needs and goals of your business to achieve sustainable growth. Clients can get to salesforce CRM information anyplace at any second with the Salesforce versatile application. Gatherings, exercises, and record cautions are largely accessible readily available.

CRM for Fintech

It is user-friendly and has helped us save a lot of time in our operations. I find the features of automation, customization, reporting and API Integration offered by Kylas to be very helpful. Companies need efficient marketing tools to reduce confusion and data lose.

Feature-rich and versatile, HubSpot makes financial customer data management simple and effective. It also provides a visual pipeline for sales tracking, a marketing suite for personalised email, content and lead generation campaigns, and extensive reporting capabilities to help you track business performance. By using Salesforce to add a client-focused perspective to their work, FinTech firms can get the most value out of their products, services, and employees. Salesforce gives extra insights into client experiences and allows companies to provide consistent, quality service.

It allows banking and insurance companies to improve claims management, policy administration, and customer retention as well as leverage business intelligence . The Global Startup Heat Map below reveals the geographical distribution of 307 exemplary startups & scaleups we analyzed for this research. Further, it highlights five FinTech startups that we hand-picked based on scouting criteria such as founding year, location, funding raised, and more. You get to explore the solutions of these five startups & scaleups in this report.

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