CRM Consulting for Financial Services

CRM Health Check, Audit, and Strategy Creation

Use our services to assess your current CRM in banking and financial services and analyze its gaps in architecture, system performance, management process, etc. We will deliver a detailed plan of your financial services CRM optimization considering your financial segment nuances, data strategy, and corporate culture to maximize end-user adoption.

CRM Customization and Configuration

Taking well-documented requirements gathered from facilitated discovery sessions, we will guide you through optimal configurations using tools within the CRM system for the financial services. We can also tap into development resources and skillsets to build out a customized solution to fit your exact needs.

Financial CRM Implementation and Administration

We can ensure that the foundation of a successful financial CRM implementation is set for future evolution of the system.  Whether it be deep requirements gathering sessions, legacy data analysis for importation, customizations to fit your requirements or custom training offerings, we have solutions for companies of all sizes and industries.  In the post-implementation phase, we offer services that can either advise on the optimal administration of financial software or provide virtual administration services as well.

Custom Financial Software and App Development

In addition to well-architectured and designed backend and front-end systems with intuitive interfaces, we can develop a well-documented API for future integrations with your financial software.

Integration Services

Integrate all your essential credit scoring, reporting, underwriting and other related tools and apps with your financial management software. Or we can help you to choose even more versatile and cost-effective solutions to boost your system and fill in gaps in its performance. Unite all disparate systems into one integrated application to drive strategic decisions and provide a complete business overview that wouldn’t be possible with disconnected applications that slow down your workflow and require duplicate data entry.

Custom CRM Development

In instances where the core CRM application or other systems you subscribe to do not accommodate to a certain feature or functionality, Ascendix has the technical development resources to build custom solutions to solve those “feature gaps”.

Marketing Automation

Leveraging a combination of tools with financial CRM application and strategically aligned partner tools, the data in your financial services software can be used for the effective target marketing of messages to various constituents suited to your products and services.

Whether they are ready to engage with your messaging today or sometime in the future, automated marketing plans can cover the “gap” to ensure the customer or prospect will think of your services/products when the need arises.

24/7 Support and Concierge Service

Make the introduction of a new CRM software into your company stress-free with our customer service team’s guidance and support through all stages of financial CRM- related and software development processes. Also, you can always delegate time-consuming activities like data entry and file upload into your financial CRM to our Concierge team so you can concentrate on more high-value tasks.

Data Migration and Transformation

Well-designed systems are only as good as the data that is stored within, thus the need for data migration and transformation. Using our years of experience in handling data preparation, data transition, and importation, we can ensure your system has the most complete and accurate data possible so you can to make well-informed decisions and increase user adoption.

Respond Quickly to Market Changes with Our Omnichannel CRM for Financial Advisors

Keep ahead of the curve with software capabilities for financial advisors to analyze opportunities and identify the risks like market risk, investment strategy risk, non-compliance risk, liquidity risk, credit risk, counterparty risk, and operational risk.

With our CRM systems for financial advisors you can easily evaluate development plans, maximize return potential, forecast asset, and portfolio performance and generate maximum profit for your investor and shareholders.

Adopt the technology to meet your demands for financial data management and enjoy an effective blend of human oversight and software automation.

Revolutionize FinTech World with Our Scalable Banking CRM Software

Deliver value in the transaction banking environment and stimulate the organization’s response to shifts in financial and banking markets using our omnichannel banking CRM solutions. Avoid systems spaghetti and consolidate disparate legacy systems, integrations like e-signature or identity verification and work under one platform and react fast in the complex financial business world.

Due to our banking software you can instill trust and confidence by having a central data repository that will serve as a “source of truth” that creates consistency across complex reporting structures to deliver in-depth insights.

Exceed customer expectations by fulfilling regulatory compliance policies such as week as global, local, and federal regulations and respond quickly to regulatory changes.

Streamline Fund Management with Our Well-Optimized Financial Planning Software

Dig deeper into your client’s financial health and future goals with our financial planning software. Monitor client inflows and outflows to discuss saving strategies and manage your financial planning engagement with them on one platform.

Leverage our best-of-breed technology and professional expertise in financial service CRM products that help to reduce operating costs and stay in control of your client’s financial data. Stop chasing data and get back to effective management.

Replace Myriads of Excel Spreadsheets with Our Holistic Real Estate Investment Software

Stop getting buried in spreadsheets and reduce the risk of errors when tracking client’s investment earnings as well as payments and interest by using our real estate investment CRM system. Get the freedom you deserve from manual processes connected with filling in, updating, copying and deletion of the data within spreadsheets and channel your energy into more productive way.

Leverage sensitivity scenarios and analysis at property or portfolio levels to anticipate market changes in the real estate investment industry within our investment software solutions.

Create several scenarios and perform transactional simulations to test market assumptions such as changes to market inflation and apply assumptions to specific entities in your fund and see the potential impact of property acquisitions.

Get company-branded portal based on investment management software that will help to visualize key investment performance metrics, trends etc. Make your data compliant with financial regulations.

Optimize Communication with Our Client-Focused Wealth Management  CRM

Know your customer, their goals, and life events and understand your data through dynamic asset accumulation and depletion graphs that trace growth projections and progress within wealth management software. Leverage client data like financial accounts, investment preferences, contact info and personal interests to create actionable steps to ensure their financial well- being.

Aggregate and standardize massive amounts of data from different sources and formats with the help of our wealth management software and eliminate the time-wasting inefficiencies and inaccuracies.

Get the Maximum out of Your Credit Union Software with Us

Become a dominant player in the market by implementing and automating your credit union CRM software. Automation is a great way to ensure that leads are dispersed on the most efficient way. Automate your consolidated financial reporting requirements with our credit union CRM and improve operational efficiency.

Improve credit data management by getting a single source for data that helps you have a comprehensive view across all organization levels and turn your credit unit software into a 24/7 lead-nurturing machine.

Enjoy Flexibility of Our Asset Management CRM

Ensure data and communication integrity and collaborate through secure asset management software using advanced file-sharing technology. Leverage high volumes of data from multiple sources using the robust functionality of our asset management software.

Engage with asset management professionals and your clients through secure chat rooms to stay in touch from anywhere anytime. Get rid of multiple disintegrated emails and messages, follow all the communication in your asset management CRM and boost deal flow.