Optimize Your Finserv CRM
Digitize End-to-End Banking
Clients expect you to bring the bank to them—they want to make deposits, review their statements, and even apply for loans without physically entering a bank. Likewise, bank personnel expect to have the same seamless experience on the back-end.
Our team can help set up an end-to-end digital experience across all BUs and channels to make sure both your clients and employees can bank from anywhere and from any device.
Reduce Credit Loss
Due to the COVID-19 pandemic, the entire world has seen unprecedented credit loss. Banks will deal with credit loss at every angle—from families that can’t pay their mortgage to businesses that can’t afford to pay their employees.
Our team can help you reduce your credit loss by:
- Implementing automations that expedite credit processing
- Setting up dashboards that provide real-time credit portfolio analytics and cost-to-income ratios
Keep Data Secure & Remain Compliant
We only work with CRM systems that can meet the rigorous data security requirements in the financial services industry.
To enhance data security, our team will establish user-based permissions sets to ensure only the people who are authorized to view sensitive information can view it.
Mitigate Clients’ Financial Stress
The COVID-19 pandemic has increased financial stressors for many people and businesses. You must help clients navigate their options and provide empathy when they face financial hardships.
Our team will optimize your CRM so you can do things like:
- Automatically process loan deferment or forgiveness requests
- Automatically route a client to the representative that is best fit to handle their questions
- Set up a knowledge base so your clients can perform self-service for immediate help
Client Success Stories
We have a proven history of helping technology companies optimize their CRM systems. But don’t just take it from us, see what some of our clients have to say.
Software Company Removes Silos & Improves Data Management With Salesforce Migration
A Toronto-based security software company was using a CRM system and associated technology stack that did not fit their needs or integrate with each other. This led to poor data management, departmental silos, and process inefficiencies.
Marketing Agency Saves Over $130,000 Per Year After CRM Optimization
A Toronto-based marketing agency increased user adoption to 80% and reduced operational costs by over $130,000 per year with MasterSolve’s CRM Optimization services.
SiteLock is a high-tech security company that uses Sugar Sell and Sugar Market. After working with MasterSolve, SiteLock was able to migrate 300+ users, 7 million accounts & contacts, and 14 million subscribers from their legacy CRM.
Financial Services Content
We have published a library of content to help you overcome financial services-specific pain points. See our highlighted resources below.
How to Define a Pipeline Strategy for Financial Services Using CRM Software
With more and more organizations investing heavily in online services, AI-driven technologies, and self-service digital solutions,