Out-of-the-Box CRM Financial Services - Based on the Microsoft Dynamics CRM Infrastructure

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Out-of-the-Box CRM Financial Services - Based on the Microsoft Dynamics CRM Infrastructure

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.

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Out-of-the-Box CRM Financial Services - Based on the Microsoft Dynamics CRM Infrastructure

Designed specifically for the Financial Services industry

Key Benefits