Accelerating Transformation

Accelerating Transformation

The Financial Services industry faces consistent changes and evolving customer expectations, which means that it’s critical your organization is able to adapt quickly to emerging trends. Salesforce plays a key role in creating a stable foundation from which you can build an effective implementation or integration, and Access Global Group can ensure that your system is customized for your own specific requirements and goals.

FSC allows for thoughtful planning and preparation for wherever your future looks like by adapting with you as your organization makes necessary changes. Financial institutions are able to accelerate digital transformation by delivering personalized service with a single view of each customer’s household across channels and lines of business, both consumer and commercial. This means that no matter where in the world you’re working from or what device you’re on, you’re able to quickly access the most critical information with ease and accuracy.

If there’s anything the past year and a half has taught us, it’s that businesses must always be prepared for the unexpected. Access Global Group can work with you to ensure that your Salesforce integration is capable of changing along with you, regardless of if that change is planned or unanticipated. With the successful completion of over 400 integrations, AGG has the resources and skills to implement Salesforce’s Financial Services Cloud in a way that leaves you feeling confident about your business’s future. To get started, reach out to one of our exceptional team members to learn which option is right for you.





Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.