Financial Services - Majente: Transformational Salesforce solutions.

Financial Services

The challenges faced by financial services companies are unique and require specialized knowledge to properly address. At Majente, we have been working within the sector for over 5 years and have gained a great deal of insight into how to best address the requirements of our clients. Not only can we help with the technical requirements for you project, but we can leverage best practices gained through years of experience in the space to ensure a maximum return on your investment.

FINANCIAL SERVICES

Taking the best Customer Relationship Management Platform on the planet and redesigning it specifically for Financial Services companies allows for faster and more tailored implementations.

Whether it be for banking, insurance or wealth management, Majente is certified specifically on the Financial Services Cloud so you leverage all that it has to offer.

SMARTER MARKETING

Track all of the relevant information about your clients make your marketing efforts count with more precise, targeted content.

With salesforce you have access to the data that matters combined with intelligent systems that can send the right content, to the right contact, at the right time.

SECURITY AND COMPLIANCE

Financial Services is based on trust. Salesforce and Majente understand that.

With the salesforce platform you can rest assured that your customer data is safe and that compliance related interactions are captured and stored where and how they need to be.

GAIN REAL CUSTOMER INSIGHT

Our clients have a wide variety of requirements that necessitate the use of many different systems.

Whether it be for Portfolio Management, Human Resources, Bookkeeping, or anything else, Majente can bring your data into one place to keep you on top of the things that matter most.

SOME OF OUR CUSTOMERS