Wealth management, banking, insurance, and more. Financial services companies have to keep up with all kinds of changes and regulations — not just those demanded by the government or industry, but also those needed by your clients, partners, and employees.
Endiem + Salesforce gives you secure, flexible systems that help you streamline every department and interaction. Wow your clients with world-class service. Collaborate with anyone in real time. Improve portfolio management. Automate your marketing efforts and try artificial intelligence.
Whether you’re B2B or B2C, we’ll help you use the latest technology to track and analyze deal statuses, investments, investors, yields. And don’t worry: We’ll ensure it’s all FDIC compliant, too.
Your Salesforce strategy should carry you through startup and growth, ups and downs, good times and bad. Our experts can help you plan for change by creating a strategy today that positions your business for tomorrow.
First thing’s first: Let’s define your business processes. Then our consultants will work with your teams to map the technology to your processes and build the right solutions, all to help improve efficiency, quality, margins, and resource capacity.