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We’re Here to Help

We’re Here to Help

Financial industries are rapidly changing so it’s important that your org is continuing to find new ways to promote efficiency. One of the best methods to do this is by unifying your team and consolidating important data on one platform. Salesforce offers stable and powerful solutions that other platforms lack, but making sure it’s implemented properly is critical. With Access Global Group, you can expect expert implementation with personalized support to assist your company in reaching your goals.

Upon initially meeting, we’ll get to know more about you and what your goals are in order to best understand the most effective and efficient way to take you there. After a thorough analysis of the requirements necessary for success, our team will design and configure a system that is specialized for your needs. With on-demand support, we’ll be with you every step of the way to address any questions or concerns you may have. Before deployment, we provide user training to ensure that you and your team are confident with your new system and to establish long-term sustainability.

Salesforce is an Incredibly dynamic system but having proper implementation makes the difference between it working for you, or against you. Your success matters to us. Reach out to one of our expert team members about how you can get started on the path to success today.





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.