Access Global Group: Financial Services

The unique challenges faced by firms throughout Financial Services create powerful opportunities for technology solutions to drive tangible business value by creating a more agile, connected, and responsive organization.

Financial salesforce Whitepaper

Building Transformative Salesforce Solutions
in the Financial Services Industry.


Schedule a Complimentary Salesforce Organizational Assessment

Take your investment to the next level.

Innovative solutions require forward thinkers, and that is exactly what Access Global Group provides. With over 15 years in the industry, we offer digital solutions uniquely curated for your specific needs. Through targeted customizations, optimized workflows, consulting and on-demand support, Access Global Group can help your organization to thrive.

How we’ll help.

Banks and other financial firms are largely reliant on data collection and analysis for lead generation, customer service, and sales. But too often, finance institutions struggle to stay on top of data collection while trying to navigate an over complicated system infrastructure. Consequently, they find themselves relying on manual data entry which is not only time consuming but can create costly human errors. A Salesforce implementation is not only seamless and secure, but provides users with real-time data updates, auto-generated insights, automated info population and so much more.



Turn your clients today, into clients for life. Access Global Group’s services for banking puts the client at the center of every interaction by prioritizing critical analytics and ensuring that all your data stays up to date. These innovative digital solutions drive meaningful growth while effectively managing your organization.


Mortgage & Lending

Intelligent digitization drives actionable insight  for investments, lending and mortgages. Access Global Group’s solutions allows agents to capture critical information to build authentic customer relationships within the financial services industry.



Don’t just meet client expectations, exceed them. Access Global Group’s solutions for insurance streamlines work processes and offers a 360 degree view of your client’s dynamic needs. Increase productivity, work more efficiently, easily manage accounts and uncover new opportunities with Access Global Group’s innovative solutions.


Wealth Management

Discover purpose-driven solutions that create lasting results. This intuitive solution offers real-time updates and a centralized view of critical information to break down barriers and further personalize the client experience.

The difference is clear.

Due to the immense volume of data entry work the financial services industry handles, an implementation of Salesforce for Financial Services is the difference between working harder and working smarter. With Access Global Group’s tailor made solutions, we’ll have your client and team surpassing their goals in no time.

Access Global Group is the trusted Salesforce Partner for Financial Services

Access Global Group is the trusted Salesforce Partner for Financial Services


Ready to meet your Salesforce Partner?

We seek lasting relationships to help our clients unluck the potential of their Salesforce investment. Tell us about where you are and where you want to be.

We’ll help you get there.

You’re in good company.
Contact AGG Today!

WordPress Lightbox