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Analyst Research
Financial Services
Shared intelligence made possible by a widely adopted and standardized CRM system is the mark of a winning financial services company. In these success stories you’ll learn how our financial services customers have leveraged Saleforce’s unified platform with real-time access to information for improved customer retention, quantifiable ROI, accelerated sales cycles, and ultimately, increased revenue.
BancIntelligence
BancIntelligence Leverages the Salesforce Platform and AppExchange Marketplace to Fuel Efficiencies Across All Business Groups
BOK Financial Corporation
BOK Financial Corporation Banks on Salesforce: Training and Consulting Compound High Returns
Chase Paymentech Solutions
Integrated, Customized CRM Helps 300 Professionals at Chase Paymentech Solutions Work More Successfully
Chrysler Financial
Chrysler Financial Standardizes Sales Practices Across Three Brands to Drive Business Results
Dreambuilder Investments
CRM and Beyond: Dreambuilder Investments Runs on Salesforce and the Force.com Platform to Increase Assets Under Management by 129 Percent
E*TRADE FINANCIAL
E*TRADE FINANCIAL Banks On Salesforce to Drive Efficient Lead Management and Streamline Sales Operations
First Advantage CREDCO
First Advantage Harnesses the Power of Salesforce and Force.com; Achieves 100% ROI in One Year
FirstCaribbean International Bank
FirstCaribbean Builds Sales Momentum and Ensures Data Privacy in 17 Countries
Forex Capital Markets
Custom CRM Boosts FXCM Customer Satisfaction and Increases Internal Productivity by 25 Percent
Fortis Investments
Fortis Investments Achieves 100 Percent User Adoption and 95 Percent User Satisfaction with Salesforce
Institutional Shareholder Services
ISS Saves Time by Importing Leads and Automatically Assigning Them in Salesforce
Lawson & Associates
Lawson & Associates Customizes Salesforce for Mortgage Industry Niche; Anticipates 165 Percent Boost in Loan Volume
Misys Banking Systems
Misys Banking Systems Dramatically Reduces Resolution Time for High Priority Cases Using Salesforce
Mizuho
Mizuho Private Wealth Management Integrates Multiple Data Systems with Salesforce for Quicker Customer Response
Mortgage Assistance
Mortgage Assistance Achieves Exceptional Growth in Sales and Profits with Salesforce
Paradigm Capital Management
Paradigm Capital Management Implements Salesforce to Serve Diverse Financial Services Clientele
Parish Capital Advisors
Parish Capital Advisors uses Salesforce to Drive Private Equity Fund of Funds
RiskMetrics Group
RiskMetrics Group Increases Renewal Revenue and Improves Cross-Selling with Customized and Integrated CRM
ShareBuilder 401(k)
ShareBuilder 401(k) Taps the Small Business Market Thanks to Salesforce Deployment
SunTrust Banks
With Salesforce, SunTrust Delivers CRM on Time and Within Budget to More Than 2,000 Users
The GFI Group
The GFI Group Increases Sales by 300 Percent, Greatly Expands Pipeline with Salesforce
ThinkEquity
ThinkEquity Customizes Salesforce to Align with Unique Financial Services Business Model
Travelex
Travelex Implements Salesforce on Five Continents in 12 Weeks to Provide Access to Real-Time Data
United Capital Financial Advisers, Inc
Salesforce-Enabled Tracking of Company's Holistic Financial Advice Process Helps United Capital Financial Advisers Keep Its Commitment to Exceptional Client Service
