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

The rich functionality of SugarCRM won over similar products that looked good, but lacked completeness in features.
Before we had Sugar, each salesperson kept his own Excel spreadsheet to track supplier sales engagement status. That’s not a job for Excel, not when...

Webcasts

In today’s digital age customer expectations have changed and Financial Institutions are struggling to keep up. Personalisation, engagement,...

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...

Levementum is a global consulting and technology services company that focuses on xRM (relationship management) and eCommerce for businesses, non-...

Technology Advisors is a global business & technology consulting company with one fundamental objective: help businesses find the tools they...

Bhea is an award winning SugarCRM Advanced Partner for Asia and Greater New York City Area with deep CRM consulting and implementation expertise....

Enable Technologies is the oldest SugarCRM Partner in Europe and has been SugarCRM’s Top UK partner since 2005. Focussing solely on SugarCRM, they...