CRM for Financial Services

CRM for Financial ServicesInstitutions like banks and insurance companies, as well as other investment and financial planning firms, involve high-level data management - ranging from transactions to customers - on a daily basis.

Harvest Solutions has helped many financial institutions improve their overall efficiency via secure cloud technology, like Salesforce, to achieve a more holistic, 360 degree view of their customers. See the list to the right for specific case studies.


  • Client Lifecycle: Improving external communications requires transparency and accurate data to improve the loyalty rate of your customers – and, we’ve helped a variety of financial institutions increase visibility and provide reliable data security via cloud technology like Salesforce.
  • Business Development: In order to enhance prospecting, automate pipeline management and increase opportunity for cross/up-sell customers in an uncertain economic market, our team has successfully implemented solutions to help financial businesses grow their bottom line.
  • Team Collaboration: Bring together all ideas, notes and updates from various departments and employees to ensure a stronger workforce. Harvest Solutions works with financial companies to help employees’ better share intelligence internally while maintaining respect to data privacy.
  • Financial Reporting: Again, with respect to data privacy, executives, advisors, branch managers and senior management are able to review financial information stored securely in one centralized system. Our team can help your institution gain deeper insight on key performance metrics by applying solutions and technology that fit your unique reporting needs.
  • Social Networking: Primarily used for customer service related issues, social networks are a critical means of communication for many financial businesses. Our team understands how to leverage these networks and can help your business implement solutions to manage online relationships securely and effectively.
To learn more about how Harvest can help your financial business better manage data, customers and reporting, contact us now for a complimentary, one-hour consultation.

    Financial Services Focus Areas

    Harvest Solutions has extensive expertise in the following Financial Service industries: