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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.
Ansley Capital Group
Beyond CRM: Ansley Capital Group Banks on Salesforce as a Business Process Management Platform
BancIntelligence
BancIntelligence Leverages the Salesforce Platform and AppExchange Marketplace to Fuel Efficiencies Across All Business Groups
Blum Capital Partners
Blum Capital Partners Uses Salesforce for Client Reporting and Portfolio Research Automation
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
Deutsche Bank, Prestitempo Division
Prestitempo, a Division of Deutsche Bank Group, Selects Salesforce CRM
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
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
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 Service & Support
Mizuho
Mizuho Private Wealth Management Integrates Multiple Data Systems with Salesforce for Quicker Customer Response
National Retirement Partners
National Retirement Partners Builds Customized CRM Tool for Financial Advisors on Force.com
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
Salesforce Deployment Results in Significant ROI at SunTrust; Capital Market Fees Up 67%
Tiedemann Investment Group
Tiedemann Investment Group Integrates Salesforce with Back-Office Systems for Improved Productivity
TransUnion
TransUnion Gains Call Center Efficiencies by Processing Thousands of Support Cases Using Salesforce
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
