CRM Solutions for Financial Services

Forge lasting customer relationships and accelerate digital transformation.
Solutions CRM pour les services financiers

We provide Financial services CRM system to help you gain complete understanding of your clients' needs. 360 Asklogix publishes powerful CRM tools that enable you to stay in touch with your customers in real time, maintain deeper relationships, and increase your productivity and growth.

360 Asklogix's CRM solutions for Financial Services are fully compliant and secure. Our 100% Native Salesforce app is built on the force.com platform and lives in Salesforce completely. Also our solution take full advantage of the innovation capabilities of Salesforce as IA and blockchain technologies.

Book an Appointment

CRM
Hedge Funds

Manage your distribution business effectively, including road shows, and investors relationships. Never miss your goals with innovative tools that manage, and track the progress of your distribution activities in real time. Download Our Brochure

CRM
Family Offices

Optimize the Family Offices' customer relationship, monitor research, perform due diligence, manage their portfolio in all asset classes, analyze performance and generate reports.
Download Our Brochure

CRM
Wealth Management

Salesforce offers a Wealth Management solution that builds deep customer relationships, integrates key systems to increase user acceptance, and effectively supports compliance processes.
Download Our Brochure

CRM
Private Equity

Make faster, more accurate decisions with powerful data analytics that give you a 360° view of your investments and investors, helping you build investor confidence and credibility.
Download Our Brochure

CRM
M&A

Adopt an innovative CRM for your sales and marketing processes. You'll find new customers and can manage your transactions and activities in one place.
Download Our Brochure

Contact us