Re-imagine your Digital Customer Engagement with Salesforce CRM

With changes in customer demographics and their financial needs, increased competition from FinTech firms, Financial Services institutions are looking for a true Digital Customer Engagement platform.

Financial Services companies and their unique CRM needs…

  • Constant pressure to retain profitable customers, increase productivity within the opportunity cycle, and drive deals to close faster
  • Compliance to multitude of regulations related to FATCA, KYC, CDD and EDD
  • Traditional Retail banking business is moving towards Wealth Advisory business which needs hyper personalization.
  • increasing competition from FinTech firms which results in need for decreased turnaround time and faster client on boarding.
  • Contextual understanding of customer needs for a seamless omni-channel experience
  • Highly transactional nature of the financial services industry warrants CRM software to support core financial transactions such as funds transfers, account onboarding, case escalation, customer profile changes, and loan origination etc.
  • Sales advisors, relationship managers and portfolio managers need to capture industry–specific customer attributesmarket data driven insights to generate the qualified leads.
  • CRM software needs to seamlessly integrate with legacy front, mid and back office systems as well as the data eco-system to provide analytics-based insights to the front office staff.


Quinnox helps you address your needs…

Salesforce – Quinnox solution for your CRM needs

With deep industry knowledge, delivery capabilities and technical expertise, Quinnox helps you achieve maximum business value with Salesforce as your CRM.

Salesforce Services

Quinnox offers Salesforce services across the entire spectrum of Salesforce offerings such as Sales Cloud, Marketing Cloud, Service Cloud and Community Cloud.

Quinnox – The Partner that will re-imagine your Digital Customer Engagement with Salesforce CRM
  • Extensive use of salesforce within Quinnox
  • Proven salesforce Expertise
  • Commitment to salesforce platform through people, accelerators and tools/IP
  • Understanding and appreciation of Financial Services and implementation challenges
  • Local US Presence with proven onshore-offsite delivery model
  • Availability of right skills right now
  • Offshore execution strengths to bring down total cost of ownership
  • Time tested implementation methodology