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CRM Financial Services 100% Out of the Box - Microsoft Certified CRM Banking & CRM Financial Services

Designed specifically for the Financial Services industry


GaleForce CRM for Financial Services extends Microsoft Dynamics CRM deep into the financial services industry. Our solution delivers industry-specific sales and marketing, process automation, and customer service functionality. It's CRM "purpose-built" for financial services.

Our CRM solutions have been custom-designed for commercial and retail banks, and wealth management, investment banking and capital markets firms, resulting in fast, easy deployments.

Customize and integrate your solution to your company's roles and workflow, and train your business users and IT staff within days.

Best of all, watch your staff use it. The industry-leading, adoption-friendly CRM solution, GaleForce CRM for Financial Services works within Microsoft Outlook, the first application your staff likely open every day.

It just works the way you work.

Key Benefits

  • 360-degree client view

  • Track preferences, transactions, holdings and communication

  • Manage leads and opportunities

  • Automate team and role-based processes

  • Create and manage marketing campaigns

  • Generate executive reports
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