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.
Help your clients achieve their financial goals and streamline your workflow and leave more time for effective planning.
We have 25 years of CRM consulting, implementation, customization, development for enterprises and small businesses in a variety of industries like Financial Services, Insurance, and Commercial Real Estate.
Multifaceted Service & Product Development Experience
We successfully combine 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 with design ideas taken from our experiences with these various platforms.
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 and ensure that these products run smoothly within your company.
Diverse Engagement Models
We offer our customers flexible staffing options with our on-demand/dedicated team options; offshore/onshore/blended team staffing options; project/product development and support teams to meet the requirements of any client’s projects.
Global Delivery Capacity
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.
Stay Ahead of the Competition with Comprehensive Financial CRM and Fintech Software Solutions
Ascendix Case Study: Custom Salesforce-Based Application Development and Data Migration for Mortgage Lending Company
A commercial mortgage lending company hired Ascendix to replace a collection of existing systems like CRM software, online form builder, mortgage loan origination and processing software, and a host of custom-built Excel tools with new ones within Salesforce platform.
Also, a new Salesforce-based financial application should have automated all departments workflow from qualifying a lead, processing, underwriting, and loan servicing, including calculations, business rules and security models.
The system had to unify all the separate functions under a single system and to unify business process.
We developed the following features for financial services application:
Simplification of lead capture, escalation, and assignment process
Automated underwriting engine that qualifies the borrower and executes high quality calculations for loan processes
Loan submission checklist that serves as a document management tool
Borrower portal where a borrower can access their loan application and upload documents
Documents generation tool with all the required pre-populated data
Credit reports checker to run credit reports
Underwriting checklist to configure questions for loan programs, including approval process
"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 effective mortgage loan origination software for you 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 follow up stage and stay up to date with where all borrowers 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:
Loan and mortgage management of loan and credit lines in most lending sectors
Report generation of borrower’s, managerial, loan portfolio, income fee, loan quotes and other reports
Lead and deal status tracking and analyzing
Multi-level software security and multi-user loan and mortgage CRM network
Configurable email marketing management
Centralized lender’s and borrower’s document management and loan closing workflow
Automation of pre-qualified and loan approval based on your institution rules and many more
Secure Deal and Collaboration rooms for borrowers, lenders, solicitors, loan officers etc
Compliance with regulatory lending compliance standards.
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’s inflows and outflows to discuss saving strategies and manage financial planning engagement with them on one platform.
Leverage our best-of-breed technology and professional expertise in financial services CRM products that help to reduce operating cost and stay in control of your client’s financial data. Stop chasing data and get back to effective management.
Revolutionize FinTech World with Our Scalable Banking CRM Software
Deliver value in 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 workarounds under one platform and react fast in complex financial business world.
Due to our banking software you will 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 as week as global, local, and federal regulations and responding quickly to regulatory changes.
Replace Myriads of Excel Spreadsheets with Our Holistic Real Estate Investment Software
Stop getting buried in spreadsheets and reduce risk of errors when tracking client’s investment earnings as well as payments and interest by using our real estate investment CRM system. Get 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 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 the financial regulations.
Transwestern about Our CRM Services
"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. They have very open and honest communication and do more than just the work they’re assigned; they look out for our best interests and care about us as a company. The quality is always great."
Jason Moersch, VP of Technology Solutions, Transwestern
Optimize Communication with Our Client-Focused Wealth Management CRM
Know your customer, their goal, 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.
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 financial 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.
Get 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 entire 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 to 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 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 massages and follow all the communication in your asset management CRM and boost deal flow.
Top financial services institutions choose Ascendix Technologies as a fintech solutions provider and use our software daily.
Explore our products and services in action and see how they will lead your business to the commercial success.
Privacy & Cookies Policy
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
The cookie is set by CloudFare. The cookie is used to identify individual clients behind a shared IP address and apply security settings on a per-client basis. It does not correspond to any user ID in the web application and does not store any personally identifiable information.
This cookie is set by GDPR Cookie Consent plugin. The purpose of this cookie is to check whether or not the user has given their consent to the usage of cookies under the category 'Advertisement'.
This cookie is set by GDPR Cookie Consent plugin. The purpose of this cookie is to check whether or not the user has given the consent to the usage of cookies under the category 'Analytics'.
This cookie is used to store the user consent for the cookies in the category "Necessary".
We use this cookie to store the user consent for the cookies in the category "Non Necessary".
This cookie is associated with Django web development platform for python. Used to help protect the website against Cross-Site Request Forgery attacks
This cookie is set by HeyOliver and it preserves user session state across page requests.
Used to count page views by unauthenticated users against license usage.
This cookie is native to PHP applications. The cookie is used to store and identify a users' unique session ID for the purpose of managing user session on the website. The cookie is a session cookies and is deleted when all the browser windows are closed.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
The cookie is set by Google Analytics and is deleted when the user closes the browser. The cookie is not used by ga.js. The cookie is used to enable interoperability with urchin.js which is an older version of Google analytics and used in conjunction with the __utmb cookie to determine new sessions/visits.
The cookie is set by Google Analytics and is used to throttle the request rate.
This cookie is set by Google analytics and is used to store the traffic source or campaign through which the visitor reached your site.
This cookie is installed by Google Analytics. It registers a unique ID that is used to generate statistical data on how the visitor uses the website.
Google uses this cookie to distinguish users.
This is a pattern type cookie set by Google Analytics, where the pattern element on the name contains the unique identity number of the account or website it relates to. It appears to be a variation of the _gat cookie which is used to limit the amount of data recorded by Google on high traffic volume websites.
This cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the wbsite is doing. The data collected including the number visitors, the source where they have come from, and the pages viisted in an anonymous form.
The cookie is set by Slideshare.net. It collects data on the user's visits to the website, such as which pages have been read.
This cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
A unique indentifier for the web browser
Used by the social networking service, LinkedIn, for tracking the use of embedded services.
This cookie is set by Clickdimensions and is used to establish and continue a user session with the site. When a user views a page on the site, the script code attempts to update this cookie. If it does not find the cookie, a new one is written and a new session is established. Each time a user visits a different page on the site, this cookie is updated to expire in 30 minutes, thus continuing a single session for as long as user activity continues within 30-minute intervals. This cookie expires when a user pauses on a page on the site for longer than 30 minutes.
The cookie is set by ClickDimensions. This cookie is typically written to the browser upon the first visit to the site from that web browser. If the cookie has been deleted by the browser operator, and the browser subsequently visits the site, a new __cuid cookie is written with a different visitor unique ID. This cookie is used to determine unique visitors to the site and it is updated with each page view. Additionally, this cookie is provided with a unique ID that the application uses to ensure both the validity and accessibility of the cookie as an extra security measure.
This cookie is set by Clikdimensions and is used to signal the last time a visitor viewed a page. It expires in 30 minutes from set/update.
This cookie is set by Youtube and registers a unique ID for tracking users based on their geographical location
Registers a unique ID that is used to generate statistical data on how the visitor uses the website.
Registers a unique ID that is used to generate statistical data on how the visitor uses the website.
Keeps the current state of the web app and is set by HeyOliver.
This cookie is set by HeyOliver and collects information of the user's referrer.
This cookie is set by Instagram.
LinkedIn Insight Tag, when IP address is not in a Designated Country
Used by the social networking service, LinkedIn, for tracking the use of embedded services.
This cookie is set bu scorecardresearch.com. The cookie is used to tracks the users activity across the internet on the browser such as visit timestamp, IP address, and most recently visited webpages. and may the data send to 3rd party for analysis and reporting to help their clients better understand user preferences.
These cookies are used by the Vimeo video player on websites.
This cookies is set by Youtube and is used to track the views of embedded videos.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
This cookie is set by Facebook to deliver advertisement when they are on Facebook or a digital platform powered by Facebook advertising after visiting this website.
The cookie is set by Facebook to show relevant advertisments to the users and measure and improve the advertisements. The cookie also tracks the behavior of the user across the web on sites that have Facebook pixel or Facebook social plugin.
Used by Google DoubleClick and stores information about how the user uses the website and any other advertisement before visiting the website. This is used to present users with ads that are relevant to them according to the user profile.
This cookie is used to measure the number and behavior of the visitors to the website anonymously. The data includes the number of visits, average duration of the visit on the website, pages visited, etc. for the purpose of better understanding user preferences for targeted advertisments.
This cookie is set by Linkedin and is used to track visitors so that more relevant ads can be presented based on the visitor's preferences.
This cookie is set by Youtube. Used to track the information of the embedded YouTube videos on a website.