CRM for Financial Services

Increase share-of-wallet. And meet the cross sell challenge.

For financial services institutions growth is hard to find, revenue is under intense pressure, and the cost of doing business continues to rise. So increasing share-of–wallet with an institution’s most profitable customers is just as important as acquiring new ones and less costly.

With SugarCRM, your organization can nurture relationships that support cross-selling and increase share-of-wallet. And Sugar can help you create marketing campaigns that get the right message in front of the right customer. Every time.

Customer Success Stories

We’ve grown so much in the last few years, and we simply couldn’t do what we’re doing now without Sugar.
Sugar helps me grow my business and keep my clients happy. Our team can operate more efficiently with Sugar.
The rich functionality of SugarCRM won over similar products that looked good, but lacked completeness in features.

Whitepapers

Download this Ovum Report to learn about IBM's significant transformation in the move away from a traditional sales approach of micro-managing the...

In the year since the IBM partnership was signed, SugarCRM has taken significant steps in becoming large-enterprise-ready in terms of the...

Whether you choose hosted or on-site CRM solutions, organizations must ensure their CRM partner complies fully with all mandates and regulations,...

Partners

SYNOLIA is the oldest SugarCRM partner in the world and in 2004 was the first SugarCRM Gold Partner in France. It currently serves more than 250...

Bhea Technologies Pte Ltd is an award-winning, SugarCRM Gold Partner for Asia with deep consulting & implementation expertise gained by...

Outdare supports clients in achieving customer centric systems within their organizations. Outdare is specialized and certified as a SugarCRM Gold...

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