CRM Consulting for Financial Services

Remove inefficiency and complexity by using a single platform with a single database. Innovate and challenge fintech markets together with financial software by Ascendix Technologies.

Your Technology Partner in Financial Software Development

Since 1996, we have helped to develop software and apps for top companies in Financial Services segments like:

  • Wealth & Asset Management
  • Credit Unions
  • Financial Planning
  • Residential and Commercial Mortgage Banking
  • Investment Sales
  • Banking
  • Public and Privately Traded Real Estate Investment Trusts (REIT)
  • Tenant-in-Common Investments (TIC)
  • 1031 Exchange

Want to improve your current financial CRM or build a new app tailored specifically to your business?

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Our Offerings for Financial Services Companies

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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.

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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.

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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”.

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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.

 

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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.

 

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Stay Ahead of the Competition with Comprehensive Financial CRM and Fintech Software Solutions

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Mortgage Loan Software
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Real Estate Investment Software
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Financial Planning Software
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Banking Software
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Wealth Management Software
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Credit Union Software
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Software for Financial Advisors
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Asset Management Software

Let's Talk

Help your clients achieve their financial goals and streamline your workflow to leave more time for effective planning.

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Why Choose Ascendix Technologies 

Extensive CRM Services Expertise

We have 26 years of CRM consulting, implementation, customization, and development expertise for enterprises and small businesses in a variety of industries like Financial Services, Insurance, and Commercial Real Estate. 

Global Delivery Capacity

Leverage our CRM Consultants and developers from the United States and Ukraine. We can provide competitive cost structures and 24/7 support of your software made possible through our investments in resources located in offices in Eastern Europe.

Multifaceted Service & Product Development Experience 

We successfully combine our deep knowledge of CRM services in Finances and Insurance sectors with custom software and app development expertise to deliver exceptional products to our clients.

Vast Knowledge of Multiple CRM Applications

We are  Salesforce and Microsoft Dynamics 365 Partners and have worked with more than 10 CRM platforms over the years that provide us diversified perspective on how to solve business problems and help you get the right CRM software.

Uninterrupted CRM Support and Team Trainings

We do not only create and optimize digital solutions for your organization but also coach your team on how to use them in the most effective way ensuring that these products run smoothly within your company. 

Extensive CRM Services Expertise

We have 26 years of CRM consulting, implementation, customization, and development expertise for enterprises and small businesses in a variety of industries like Financial Services, Insurance, and Commercial Real Estate. 

Global Delivery Capacity

Leverage our CRM Consultants and developers from the United States and Ukraine. We can provide competitive cost structures and 24/7 support of your software made possible through our investments in resources located in offices in Eastern Europe.

Multifaceted Service & Product Development Experience 

We successfully combine our deep knowledge of CRM services in Finances and Insurance sectors with custom software and app development expertise to deliver exceptional products to our clients.

Vast Knowledge of Multiple CRM Applications

We are  Salesforce and Microsoft Dynamics 365 Partners and have worked with more than 10 CRM platforms over the years that provide us diversified perspective on how to solve business problems and help you get the right CRM software.

Uninterrupted CRM Support and Team Trainings

We do not only create and optimize digital solutions for your organization but also coach your team on how to use them in the most effective way ensuring that these products run smoothly within your company. 

Ascendix Search app has been an absolute breeze. We showed it to our brokers and analysts and they picked it up instantly with no further explanation. The most useful tool has definitely been the filtering function for capital sources and then exporting those lists to Excel. It is great to get a long list of sources in just a few clicks. This has increased the speed of generating a sourcing sheet and has added some sources that we would not have thought of immediately. We absolutely love this search tool and highly recommend it to any commercial real estate firm.

Karen Weaver, Metropolitan Capital Advisors

Increase Productivity with Our Agile Mortgage Loan CRM Software

Stay organized and accelerate your decision-making process with our mortgage CRM and loan servicing software solutions on any corporate level: from small businesses to enterprises. We will build you an effective mortgage loan origination software that will be your magic key to accurate data and confident lead management.

Forget the time-sink of deciding a lead’s priority or creating a conversion game plan. Trace all stages of your customer’s journey in clear segments: from leads to the follow-up stage. Stay up to date with borrowers that are in a loan and mortgage process and increase loan book growth.

Enhance the entire mortgage loan origination lifecycle with the following features of our mortgage loan CRM software:

  • Improved Loan and Mortgage Management
  • Report generation of borrowers', managerial, loan portfolio, income fee, loan quotes, and other reports
  • Lead and deal status tracking and analyzing
  • Easy Report Generation
  • Enhanced Lead and Deal Status Tracking
  • Multi-Level Software Security
  • Centralized Document Management
  • Automated Loan Approval
  • Secure Deal and Collaboration Chat Rooms
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Loan and mortgage management of loan and credit lines in most lending sectors
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Multi-level software security and multi-user loan and mortgage CRM network
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Configurable email marketing management
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Centralized lender and borrower’s document management and loan closing workflow
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Automation of pre-qualified and loan approval based on your institution rules and many more
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Secure Deal and Collaboration rooms for borrowers, lenders, solicitors, loan officers, etc
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Compliance with regulatory lending compliance standards.

Clients About Ascendix

Jason Moersch
VP of Technology Solutions at Transwestern

We were having some trouble with our CRM in the commercial real estate market and were looking for a company with that expertise. Ascendix helped set up, configure, and now support our CRM. They’ve helped us build a more user-friendly interface so that we’re cognizant of who our users are and how they best interact with the CRM. The quality is always great. They have very open and honest communication and are always willing to go the extra mile to get our product to the next level. They do more than just the work they’re assigned; they look out for our best interests and care about us as a company.

David Noble
Vice President of Market Research, Hanna Langholz Wilson Ellis

When searching for a replacement to our existing CRM system, our situation presented several challenges, the most significant of which was the fact that our individual offices were all using different systems. Different systems meant different processes and different workflows for the users. It also meant that the data migration process would be multiplied by the number of systems that we used. After our initial discussion with the Ascendix team, we quickly realized that we were speaking with a partner in this process, someone as invested in our success as we were.

Zachary F. Weiss
Managing Partner, SAB Capital

We hired Ascendix to help us design a proprietary CRM system built on top of Salesforce. We interviewed many Salesforce/CRM developers and decided to work with Ascendix based on their track record and specific experience working with commercial real estate platforms. They have a fantastic turnkey product for commercial real estate companies, but given our unique needs, we decided to engage them to design a proprietary system that incorporated some of their signature systems such as their mapping app. Everything the team did was impressive. From top-notch communication to product development.

Roel Waals
Founder and Head of Product, M |ployee

We needed immediate help with developing a major functionality for our core Salesforce solution. It was necessary to deliver a well-tested solution in the short term. Ascendix developed a custom application within Salesforce managed package using Apex, Flows, and metadata configuration. Despite the urgency and multiple challenges, the team was able to understand the current solution and adjust it in time and within the planned budget. As a project supervisor, I was very satisfied by communication with the team, they were replying rapidly, stand-ups, and other meetings were well-structured and effective.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Top financial services institutions choose Ascendix Technologies as a fintech solutions provider and use our software daily.

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