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Solutions for Financial Services

Data-led decision-making is not new to the financial service industry, and neither are the concepts of a single customer view or integrated customer relationship management. The sector has long been a leader in customer relationship management technology adoption. Still, making the vision a reality has proved challenging for global institutions and small businesses, alike. The investment and maintenance required for on-premise best-of- breed stacks have made delivering solutions prohibitively expensive for smaller organizations and, in many cases, perpetually incomplete and inflexible for large enterprises.

At OpFocus, we’ve helped dozens of financial services clients in the US and Canada move to the cloud with:

  • Strategic Planning
  • System Design
  • Integration to Back Office and Foundational Platforms
  • Training
  • On-going Support

The Salesforce platform is now the single point of truth and system of record for retail and commercial banks, Fortune 500 insurance companies, mutual funds and boutique wealth management companies alike. With marketing automation, sales, services, operations and business intelligence on one single platform, the technology enables organizations of all sizes to build their business processes in one place.  

 

Canoe Financial Mirae Global Belmont Savings Bank Pembroke Financial One Beacon

 

 

 

Our team of consultants focus on three Keys to Success in every client engagement:

OpFocus Keys to Project Success

 

Whether you are looking to start with the white board in a Strategic Roadmap engagement, implement or optimize the Salesforce platform or leverage our expertise and certified resources for on-going support, we’d love to hear from you.