Sugar: CRM for Financial Services

Sugar is deployed in world-class financial institutions as the customer engagement platform for critical front-office and middle-office processes in Retail, Commercial, and Investment Banking. Global banking and wealth management leaders choose Sugar's modern CRM platform to tame complex regulatory requirements and eliminate internal silos.

Financial Services CRM Demo

Learn how Investment Professionals can use SugarCRM to view information sourced from 3rd party applications, collaborate with clients to present trading ideas, and much more!

Watch our Financial Services CRM Demo

Only Sugar brings together the essential components to help you build lifelong customer relationships.

The digital revolution is disrupting banking and banks have to adapt quickly or face the consequence. They have to build their businesses around their customers’ ever evolving needs. This is easier said than done since core banking systems were built using antiquated technologies that are difficult to modernise and very expensive to rip and replace. Also no one has a clear view on the future technologies and what IT systems, social or otherwise, their existing software system will have to integrate with.

Sugar is in a unique position to enable banks to integrate with their legacy data sources and create a business model that will protect and grow their existing customer base. With Sugar banks can build a scaleable platform that will easily integrate with the new financial software applications in the future. Rather than get left behind banks can now embrace innovation and use technology as a powerful enabler to improve customer experience and reduce cost.

Download Financial Services Solution Brief