Our Offerings for Financial Services Companies
CRM Health Check, Audit, and Strategy Creation
Use our services to assess your current financial CRM system and analyze its gaps in architecture, system performance, management process etc. We will deliver a detailed plan of your financial software optimization considering your financial segment nuances, data strategy, and corporate culture to maximize end user adoption.
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. On post-implementation phase, we offer services that can either advise on optimal administration of financial software or provide virtual administration services as well.
CRM Customization and Configuration
Taking well documented requirements gathered from facilitated discovery sessions, we will guide you through optimal configurations using tools within the financial CRM administration platform. We can also tap into development resources and skillsets to build out customized solution to fit your exacting needs.
Integrate all your essential credit scoring, reporting, underwriting and other related tools and apps with your financial management software or we will 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 not possible with disconnected applications that slow down your workflow and require duplicate data entry.
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 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.
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 as to make well-informed decisions and increase user-adoption.
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 for those "feature gaps".
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.
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.