Our Financial Services clients
Our clients form an A-Z of Financial Services from Allianz to Zurich. We provide CRM advice and solutions for a broad range of Financial Services clients, including retail banking, general insurance, life and pensions, card services, investment banking, asset/investment management, private equity and wealth management.
We have implemented CRM solutions from small organizations in private healthcare and private equity to supporting enterprise-wide rollouts across retail banks. We have packaged solutions to support the CRM needs of investment banking, asset/investment management, private equity, private banking, wealth management, capital markets and treasury functions.
Our independent advice can assist you across the spectrum of CRM tools for these specialist markets.
Recent projects have ranged from providing a strategic roadmap planning a 44 country CRM rollout for a global investment bank to adding automated client reporting/web portal functionality to our Cantata Vantage CRM implementation for one of our longstanding private equity clients.
For more information please contact us.

We provide CRM advice and solutions across

  • Retail banking

  • General insurance

  • Life and pensions

  • Card services

  • Investment banking

  • Capital Markets

  • Treasury

  • Asset/investment management

  • Private equity

  • Private banking

  • Wealth management

  • Family offices