Financial Services

One For the MoneyCustomer Delight

Modern consumers are savvier than ever and desire to be in charge of their financial destinies. Whether you’re dealing with borrowers, policy holders, investors or your own team members, CX expectations are high. Salesforce can help you keep pace.

Our app is great for individuals, startups and enterprises

Today the standard for customer experience is a moving target. Salesforce can help you keep up with the tech giants. If you’re ready to build meaningful connections with your customers both in-store and online, you’ve come to the right place.

S-Sources:
https://www.forbes.com/sites/blakemorgan/2020/02/18/50-stats-showing-the-power-of-personalization/?sh=36ce03a12a94
https://www.salesforce.com/news/stories/state-of-the-connected-customer-report-outlines-changing-standards-for-customer-engagement/
https://www.salesforce.com/blog/what-are-data-silos/

Struggling with your
tech stack?

What We DoWe Do

Data & Reporting

Monitor customer profiles with complex reports. We also convert & migrate your existing data to Salesforce.

Integrations

Integrations can include systems for portfolio management, loans, deals, financial planning, risk, etc.

Workflows

We set up complex workflows that automate tasks. We’ll also help you automate prospect and client services.

Marketing

We’ll sync your marketing automation tools. Our team will also help you build automated customer journeys.

“A360 | Always Very Quick To Respond”

I worked with Accelerize 360 over the course of 3 years on different projects for our Salesforce org. Accelerize 360 was always very quick to respond to inquiries, offer support, and provide effective solutions.

Diego Rosales
HR & Compliance VP

“A Very Good Experience”

I had a very good experience with A360. They were always very professional, knowledgeable, and organized. I highly recommend the company. They are definitely the best implementation partner I have ever worked with during my 22-year career.

Mike Devaux
Principal Broker

“Incredible partnership"”

Working with A360 as our implementation partner has been incredible. We had a complicated use case and our data, frankly, needed a lot of work. They were able to connect with our internal IT, project management organization, and end users to create an org that has more than met our needs. They worked around our data issues and provided suggestions on how to tackle the cleanup.

Staci Longbottom
Salesforce Administrator

Featured ResourcesRetail & Ecommerce

Ecommerce + SalesforceRetail & Ecommerce

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