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Financial Services Salesforce Solutions

Learn how Aptaria helped Citibank and other financial service leaders integrate Salesforce CRM.

Who we have helped:

RAFFA Wealth Management

RAFFA replaced Microsoft Dynamics with Salesforce's CRM Cloud and Marketing Cloud to refine its email marketing, drive sales, and increase event attendance.

Citibank Wealth Management

In the largest-ever Salesforce implementation, Citibank replaced a fragmented CRM system and gained a 360 degree view of the customer.

Read the Citibank case study >

AgStar

A major financial services company replaced 3 CRM products with 1 and gained a streamlined view of its customers by implementing Salesforce.

Read the AgStar case study >

SwiftCapital

A financial services company increased profits by moving its cash advance processing from a partner's platform to a customized PaaS solution.

Read the SwiftCapital case study >

TriQuest USA

Aptaria built a CRM solution that improved TriQuest’s ability to track and analyze the sales success of their national network of independent insurance agents.

Sol Systems

Aptaria provided a Salesforce.com Sales Cloud startup and ongoing administrative services to allow Sol Systems to engage more deeply with its customers.

 

"Aptaria taught us how to fish."
Peter Piotti, SwiftCapital
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