Deeply understand your relationships with clients and intermediaries.

Keep track of all your prospects, opportunities, and clients with Salesforce for Financial Services. Offering you a complete 360-degree view of relationships with intermediaries and clients. See the latest updates on key new business proposals and contracts or remind yourself of your last meeting with top clients.

Salesforce for Financial Services enables supercharged advisor productivity. Combined with Comnexa’s implementation and expert strategy advisory, you can reduce administrative burden and allow your teams more time to focus on client needs. On average organisations benefit from a 25% increase in revenue, thanks to the efficiencies delivered by Salesforce.

Reverse Funnel Pipelines.

Salesforce for Financial Services gives you even more insight into the value of your relationships. With Comnexa’s reverse funnel pipeline implementation, you can track the value of business you refer to your partners and intermediaries, as well as the value of business referred back to you. Discover the true value of your relationships and identify your most valuable partners and intermediaries.

“With Salesforce we can track any inbound enquires, but also track any outbound referrals that we make with our partners and this enables us to build better relationships with our partners.”


- Ping Ho, Digital Manager JTC PLC

Track and Measure What Matters.

Track the source of new business and leads from the very beginning. Whether at an event, online, or as a referral. Track and measure the effectiveness of business development activity, across multiple channels by automatically attributing accurate return-on-investment.

Chose to invest more in events or change direction with a greater emphasis on partner referrals. Make Marketing & Business Development planning more efficient with access to the right information in an instant, from any device.

“My experience with Comnexa has been exceptional. Their service, responsiveness, delivery of requirements, value for money and support has been outstanding.”

- Stevie Christian, Head of Integrations, Equiom Group

Intelligent Insight.

Schedule meetings between teams and clients intelligently, with automatic access between Salesforce and your corporate calendar. Plus, Salesforce will present an overview of key information ahead of time so you can get straight to the latest business without trawling through your inbox in advance.

See how JTC introduced Salesforce as their system of choice, and the benefits this provided.

Let’s Work Together.

Integrate Salesforce with your existing systems thanks to open APIs and access to a catalogue of added features through the Salesforce AppExchange. Comnexa can seamlessly link Salesforce to the systems that already work for your business and your advisors.

Contact Comnexa’s Team of specialists today to discover how we can save your business time and money, while also enabling you to find, win, and keep more clients than ever before.
We'll call you back using your details on the form below, or, call us today on 020 3370 2843 (UK) or 01534 629998 (Channel Islands).

Products We Support.

Financial Services

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Our Solutions

Solutions

Financial Services

Transform and scale your Business Development & Client Services proposition. With Salesforce Financial Services Cloud implemented by Comnexa, you can supercharge every corner of your advisory business. From smaller implementation projects, through to complex third-party integrations, Comnexa come offering a wealth of expertise.

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Legal Services

Focus on the matter in hand, and reduce your firms time spent on non-billable activities. Comnexa’s Legal Case Management implementation with Salesforce can boost your firms productivity and profitability. Whether your goal is to better manage your Business Development activity, or manage your matters and cases, Comnexa can implement a cost-effective solution that works for your firm.

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CRM

Discover key client insights in an instant. Salesforce Sales Cloud allows your teams to work more efficiently and collaboratively. Providing a unified view of your sales pipeline and your customers, as well as encouraging teams to successfully take opportunities over the line.

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Analytics

Gather transformative insights in minutes, not days. Comnexa’s implementation of Salesforce Einstein and Tableu CRM can help your business answer vital questions critical for success. With AI-power at its core, Salesforce can become a new trusted advisor for your business.

LEARN ABOUT SALESFORCE EINSTEIN >

Marketing

Attribute true RoI to your marketing activity with Salesforce Marketing Cloud. Move beyond last-activity attribution and understand how your entire channel mix is performing. Whether you’re sponsoring conferences or running online activity, Salesforce can capture and track performance.

LEARN ABOUT SALESFORCE MARKETING CLOUD >

Portals

Create useful and intuitive platforms for your customers and your partners, neatly and effortlessly integrated with Salesforce. Allow your customers to upload KYC documentation, or enable partners to easily refer new business without friction.

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Service

Meet your customers on the right platforms, without the need for complicated processes and systems. Easily manage your entire Customer Service process with Salesforce Service Cloud. Provide quick resolutions with self-serve portals, and offer timely resolutions across multiple channels.

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Customer Experience

Deliver the very best customer experience, and leverage your businesses best assets. Measure a range of customer experience metrics, and turn this into meaningful, actionable insight. You’ll be a promoter of Salesforce Feedback Management in no time.

LEARN ABOUT SALESFORCE FEEDBACK MANAGEMENT >

Commerce

Drive even more sales, to consumers, businesses, or government. With Salesforce Commerce Cloud, you can unify and manage every aspect of your commerce business in one application. From stock management and order processing, through to after-sales care.

LEARN ABOUT SALESFORCE COMMERCE CLOUD >
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Nonprofit

Nonprofits and charities are busy changing the world, and we’re here to support their mission. Enhance your donor relationships and manage your charities most vital assets with Salesforce Nonprofit Cloud. Plus with your first 10 licence free of charge, you’ll be up and running in no time.

LEARN ABOUT SALESFORCE.ORG NONPROFIT CLOUD >