How CRM Benefits Financial Services

Big Data Analytics
Business Processes
Customer Profiling
Customer Journey
Data Augmentation
360 Customer View
Advanced Security

The Challenges of Financial Services

Regulatory Compliance

CRM can assist with meeting regulatory compliance by using automated processes and workflows for authorization when rules are not being followed.

Customer Retention

Customer retention requires keeping the customer happy and recognizing new sales opportunities that could benefit them long-term. CRM helps maintain customer retention by providing a positive, uniform experience.

Employee Retention

Research shows that happier employees are more productive. CRM provides a real-time flow of information, insights on customers and prospects, and full pipeline visibility. Teams will be able to focus on what excites them instead of wasting time digging for information or performing repetitive manual tasks.

Customer Experience

In a business where people can switch companies in an instant, it is important to keep a high level of customer satisfaction. CRM can help by developing customer experience maps and making them part of an automated process of the customer's journey.


One of the advantages of CRM combined with AI is the ability to match the profile of a customer and determine which products they should own. These types of analytics automate the process of identifying cross-sell opportunities.

Reputation Management

Reputation is key for financial services firms. A CRM can manage and monitor social media and determine the sentiment of the message, promoting positive messaging and alerting the team of negative messaging to make sure your reputation is intact.

What Customers Say About Us

We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC

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Our Financial Services Customers

applied underwriters
verdant commercial capital
robbins trading co