Revolutionize Your Client Relationships
Financial service firms lean on Sugar to unite their front, middle, and back offices. Regardless of whether you’re in the banking, investing, or insurance sector, you can focus on developing deeper client relationships, maximizing client value, and delivering the best customer service with Sugar’s CRM tools.
It Pays to Personalize
Empower your teams to better understand and predict customer health with a clearer view into customer activity and history, plus information through third-party sources directly in your CRM. Leverage this intel to connect with clients in a meaningful way, and see the impact on your bottom line.
Switch to Autopilot
Streamline multi-stakeholder processes, like onboarding, compliance, and KYC, with flexible workflows built to automate and simplify processes across front, middle and back-office.
More Collaboration, Less Confusion
Integrate Sugar seamlessly to give your teams the connections they need to ERPs, business intelligence apps, email clients and more—all out of the box and in short order.
Compliance Without Question
Forget compromising on data compliance. Configure your CRM according to your organizational and regulatory requirements for data residency—and with the right security model for your data sharing and visibility requirements.
Implementing Sugar has allowed the sales and marketing teams to gain a full overview of existing clients, as all information is now being shared across the bank, meaning relationships have strengthened and the bank now has higher customer retention. Ultimately, the main return on investment has been the ability to make client data an asset to the business.FRANCA BELLI MARKETING MANAGER (CRM) AND EXTERNAL RELATIONS / MEDIOCREDITO TAA