Solutions for Financial Institutions
Take a look at our experience and expertise deploying CRM and Marketing Automation in financial institutions below including process design, application customization, data and application integration, installation, training, and support.
Featured Credit Unions, Banking & Finance Case Studies
Larson Financial Saves $75K Annually with Sugar Implementation
With Sugar, Larson utilized advanced reporting functionality, increased efficiency, and doubled the speed with which it could generate client proposals. A lead de-duplication customization by UpCurve Cloud enables two people to process several thousand leads per day. In addition, Larson Financial also experienced substantial annual cost savings—from spending $100K to $25K.View Case Study
Truity Credit Union Uses Targeted Email to Compete with the Big Financial Players
Truity looked at a number of solutions to help achieve its email marketing goals. It chose Act-On for ease of use, quick customization, real-time performance reporting and analytics, and effective database management.View Case Study
H.D. Vest Works with UpCurve Cloud for Sugar Solutions and PCI Sugar Hosting
Prior to implementing SugarCRM, H.D. Vest used a “homegrown” CRM system with very limited functionality. A more robust CRM system was needed for more effective sales and marketing efforts. Upcurve Cloud successfully migrated millions of records and deployed SugarCRM for H.D. Vest. Since implementation, H.D. Vest has improved task management, implemented lead scoring and metric tracking, and deployed a secure PCI environment.View Case Study
Aligning Marketing Teams and Resources to Improve Productivity
An international bank based in Belgium chose Google Cloud Platform to build a new planning system for their marketing communications.View Case Study
Kasina's customer focus drives sophisticated integration with Sugar.
Kasina, an asset management firm focused on research, trends, and excellence is a shining example on how to do CRM well.View Case Study
Sugar Powers Expert Lead Management System (ELMS) For Bank Of Marin
Banking often requires a long sales cycle. So, as a premium provider of financial services to northern California businesses, Bank of Marin needed a system to manage opportunities and leads through the sales process and to capture all the information associated with those efforts.View Case Study
Featured Credit Unions, Banking & Finance Projects
We helped a regional bank deploy Sugar across all departments and ensure they had a full 360-degree view of their customer relationships.
We helped a midsize regional bank implement Sugar with a focus on onboarding and managing their private banking clients.
We helped a new banking client convert CRM data from a custom Lotus Notes database into Sugar.
We implemented SugarCRM Mobile for a regional banking client so its representatives be more effective when traveling out of the office.
We used Riva CRM Integration tool for Sugar to help an asset management company easily link emails for a highly mobile and distributed sales force.
We helped one of the world's largest banks convert all their info into Sugar and build a system to track relationships with institutional investors.
We helped one of our clients by creating a way to identify possible duplicate entries based on a unique identifier.
We helped enable our clients to run a single report on all activities in SugarCRM.
We customized Target Lists in SugarCRM to eliminate having to manually update the lists every time an email went out.
Featured Credit Unions, Banking & Finance Webinars
In this webinar, we covered the top 5 ways that Sugar provides credit union functionality including:
- 360-Degree View of Your Members
- Product Cross-Selling
- Core Platform Integration
In this Sugar User Group, our representatives from UpCurve Cloud presented a new approach for developing new banking relationships, as well capitalizing on every sales opportunity.
See how CRM can be used efficiently in a commercial banking environment. Core banking systems are effective in managing the business of banking but usually less able to serve the needs of marketing and business development. See how we have configured Sugar for banking CRM application needs.
Credit Unions, Banking & Finance Blog Articles
By adopting a flexible CRM platform with an integration to your core platform, you can provide your tellers and employees with a 360-degree view of the memberRead More
Having a systemized way to track what offers you are making to members is very important.Read More
In this blog post, we flesh out an example of how Sugar, a flexible CRM platform, can be used to onboard new members of your credit union.Read More
Credit Unions, Banking & Finance eBooks & White Papers
The Dynamic Duo: CRM + Marketing Automation Working Together
A discussion on the importance of integrating your CRM and marketing automation platforms, in an effort to maximize revenue.Download White Paper
Best Practices for CRM User Adoption
Our white paper provides 10 things to consider when implementing a new CRM system to avoid project failure and increase user adoption.Download White Paper
Best Practices in CRM Data Migration
Best Practices in CRM Data Migration outlines a proven framework, along with many CRM data migration tips that both CRM customers and migration developers may find useful.Download White Paper