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

“It’s important to realize that customers have a journey whether you’ve identified it or not, so make it the best it can be.”
“With Sugar, we get an individualized view of each customer, their preferences and trading pattern.”
“Sugar helps us sell better because we now have data and a customer track record to know what the customer wants.”


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