Salesforce Consulting Industry Expertise:

Salesforce for Banking

Elevate your customer’s banking experience by uniting your team with a shared view of customer data and key insights — all on one connected platform. Whether you’re in retail, commercial, corporate or investment banking, Salesforce for Banking prioritizes the customer– making your bank, the bank they trust.

SALESFORCE
SUMMIT (PLATINUM)
CONSULTING PARTNER

SALESFORCE
APPEXCHANGE
5-STARS!

G2
USER REVIEWS
5-STARS!

Access Global Group will help you find the solution that’s right for you and maximize your Salesforce for Banking investment!

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1. Salesforce for Banking, Salesforce Corporate Banking

2. Salesforce for Banking, Salesforce Investment Banking

3. Salesforce for Banking, Salesforce Retail Banking

4. Salesforce for Banking, Salesforce Commercial Banking

You’re in good company!

Start Maximizing your Salesforce for Banking Investment Today!

For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce needs.

Your 5-Star Salesforce for Banking Summit Consulting Partner!

SALESFORCE
APPEXCHANGE
5-STARS!

The #1 Banking CRM from Salesforce for Banking

Create hyper-personalized experiences for clients using the power of Salesforce for Banking; helping you to deliver a better customer experience today.

Superior Customer Relationships with Salesforce for Banking

Salesforce for banking easily unifies digital channels to connect your contact center and provide streamlined customer services to clients. Empower your clients with personalized experiences in-person or online and facilitate real-time collaboration from anywhere to ensure that they’re getting help from the right agent at the right time.

Build Trust with Salesforce for Banking

Who you bank with matters, clients want to ensure that their most valuable assets are secure. With Salesforce for banking, secure mobile or digital experiences safeguard customer data every step of the way, establishing trust with the people you serve.

Earn Loyalty with Salesforce for Banking

Have your bank stand out amongst competitors when you unify data from separate systems to gain valuable insight into customers’ financial profiles, relationships, and needs. When lines-of-business gaps are closed, reps have access to valuable information for meaningful engagements and need anticipation, from lead to loyalty.

ACCESS GLOBAL GROUP
CUSTOMER TESTIMONIALS

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“The most knowledgeable Salesforce consultant we have worked with.”

“Access Global Group is our Salesforce Consulting Partner. The benefit we had working with them was their easy understanding of our requirements and specifications. This saved us a lot of time, which we invested in the other aspects of our product.”

AppExchange 5-Star Community Review

ACCESS GLOBAL GROUP
CUSTOMER STORIES

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Sales Cloud | Custom Cloud | CTI | Chatter

Cadence Bank partnered with Access Global Group to have one central location for all sales materials, chatter implementation, customer data sync and so much more!

Read Our Cadance Bank Customer Story

ACCESS GLOBAL GROUP
CUSTOMER TESTIMONIALS

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We strongly recomment and refer Access Global Group!” 

“I strongly recommend and refer Access Global Group for Cloud Solutions, they are the masters in Salesforce cloud technology., passionate, dedicated and flexible team, they really understand customer needs Finance and Healthcare industry. Great working experience with the team.”

AppExchange 5-Star Community Review

ACCESS GLOBAL GROUP
ONE-PAGER OVERVIEW

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Find out more about Access Global Group and our services!

 

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Accelerate your Business

Unlock your bank’s full potential and facilitate growth with intelligent data analytics and transparent forecasting with Salesforce for Banking.

Actionable Insights with Salesforce for Banking

Streamline pipeline growth with intuitive client insights such as interaction histories, relationship mapping, and AI-powered recommendations. An integrated view of relevant data enables bankers to move forward with confidence.

Maximize Productivity with Salesforce for Banking

Simplified onboarding processes means that deals can flow through the pipeline easier. And once deals are created, team collaboration prevents conflicts of interest and verifies that other members of the deal team can work on client research and market data.

Modernize Banking with Salesforce for Banking

Bring the entire banking process online and leverage analytics to optimize deal pipeline and client engagements. Optimize the client experience with guided applications, simple document tracking and approvals, and improved data visibility for employees.

Salesforce for Banking

Unite your teams across the bank with a shared view of your customers, their data, and key insights — all on a single connected platform. Facilitate real-time collaboration from anywhere. And connect in-person and online experiences to personalize service on any channel.

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