CloudTech - Financial Services

Companies that offer financial services are particularly privileged by the use of an effective CRM solution. The new technology helps these businesses create targeted offers and identify high-value customers. It also helps these businesses to win customer trust through automated key tasks and processes. The solutions also help in reducing the total cost to ownership (TCO) and extend the value of their investment through intuitive tools of customization and a holistic integration of existing embedded sub-systems within organizations. From banking to wealth management and capital markets to insurance, SugarCRM enables financial services firms to work cohesively across the front-office, middle-office, and back-office to develop deeper client relationships, maximize client value and deliver world-class customer service.

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