5-Star Ratings on G2 User Reviews AppExchange
Salesforce Banking Expert Consulting Services to Transform Customer Experiences
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 Banking prioritizes the customer– making your bank, the bank they trust.
OUR BANKING SERVICES
Full-Service Salesforce Banking Consulting Services for Every Stage of Digital Transformation
01.
Implementation Services
Having a strong foundation is critical for organizational growth. AGG’s team of experts will work with you to ensure that your system is tailored to best suit your industry specific needs. Our innovative implementation process promotes longevity and overall growth within your company.
02.
Optimization
Services
Improve your infrastructure performance, efficiency and scalability with Access Global Group’s Optimization Services. A team of experts will analyze your current Salesforce system to ensure that it’s a good fit for the current status of your business model. Maximize your investment today!
03.
Managed
Services
Talk to us – we’re here to help. Access Global Group wants to see you succeed and offers a variety of support services to best suit your business model and specific needs. Expert guidance covers a wide range of challenges faced in a technological ecosystem.
AREAS OF BANKING EXPERTISE
Mid-Size Banks
Small Banks
Credit Unions
Retail Banking
Wholesale Lending
CORE BANKING INTEGRATION EXPERTISE
Wrap & Extend Core Banking Systems with Salesforce to Accelerate Efficiency
Transform your banking capabilities with a painless and effective Salesforce integration experience! Harness seamless integration with Salesforce to experience unrivaled efficiency, maximize ROI, and customer journeys that wow.
Fiserv & Salesforce Integration Services
Better banking starts here. Our seamless Fiserv Salesforce integration enables your team to deliver exceptional experiences, maximize ROI, and help build a smarter, more scalable future.
nCino & Salesforce Integration Services
Unlock the path to superior banking with a seamless nCino Salesforce integration. Empower your team to deliver exceptional experiences, maximize ROI, and build a smarter, more scalable future.
Jack Henry & Salesforce Integration Services
Break down barriers and position yourself at the forefront of innovation with a Jack Henry Salesforce integration– the leading provider of technology solutions and payment processing services in the industry.
FIS & Salesforce Integration Services
LPL Financial & Salesforce Integration Services
Orion Advisor Tech & Salesforce Integration Services
SAP & Salesforce Integration Services
Envestnet Tamarac & Salesforce Integration Services
Oracle & Salesforce Integration Services
The Bancorp & Salesforce Integration Services
Temenos & Salesforce Integration Services
Avaloq & Salesforce Integration Services
CUSTOMER SUCCESS STORIES
Reimagining Possibilities & Building Trust Together
Follow along with us as we reimagine what’s possible for our clients. Examples of how we establish trust and navigate business challenges — together.
INSURANCE // Insurance Industry
Driving Success with Salesforce: How AGG Transformed Benefytt’s Operations with Innovation and Expertise.
BANKING // SYSTEM INTEGRATIONS
Cadence Bank’s Digital Transformation: Seamless Integration of Salesforce Solutions.
PUBLIC SECTOR // CASE MANAGEMENT
Connecting Care: How Salesforce Transformed Massachusetts Health
HEALTHCARE // SERVICE CLOUD
Streamlining Support: Anthem’s Transformation with Salesforce Service Cloud
WEALTH MANAGEMENT // REPORTING
Boosting Productivity and Reporting: How Legg Mason Achieved Salesforce Excellence for Exceptional Client Service.
SALESFORCE BANKING SERVICES
Smarter Banking Begins with Connected Experiences
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
Salesforce 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
Who you bank with matters, clients want to ensure that their most valuable assets are secure. With Salesforce banking, secure mobile or digital experiences safeguard customer data every step of the way, establishing trust with the people you serve.
Earn Loyalty
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.
Actionable Insights
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
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.Â
Modernize 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.
