CRM for Financial Services

Personalised and responsive customer engagement channels.

Deliver efficient and optimised backend processes to build a sound digital platform which will serve as the right foundation for data driven solutions and customer centric offerings.

The Challenge

Financial Services are undergoing a sea change in customer behaviour and engagement with the advent technological advances be it cloud, mobile or internet.

The Opportunity

Companies are looking for more personalised and responsive customer engagement channels. There is need for sleek platform which can be reconfigured as the ever emerging needs of the customers at the same time all technological advances should be available.

Why Gauri

Whether its identifying and targeting new customers, streamlining customer onboarding experience or servicing existing customers with efficient and optimal backend processes, Gauri has consistently enabled organisations in the space of financial services, by enabling a coherent and customised customer engagement offerings tailormade to suit their unique needs.

Give us a call and let us demonstrate how we can help you to create a strategy for growth, using our state of the art solutions especially tailored for the financial services industry.

Shankar Hariharan

Shankar Hariharan

Director, Strategy and Sales

Sri Subramaniam

Sri Subramaniam

Director, Operations

Let's talk!

Drop us a line or two to tell us about your business and we'll be in touch.

Salesforce Case Studies


Read how Gauri helped enable an optimised and improved Salesforce adoption for a payment services company.


Groupe Atlantic

Read how Gauri implemented one of the largest Salesforce Field Service programme for a leading HVAC manufacturer in the UK.


Read how Gauri helped a leading retail merchant service provider to improve Salesforce adoption within the company and also save significant licensing costs.

Bathroom Manufacturer

Read how Gauri helped a leading luxury bathroom manufacturer to achieve the world’s first Salesforce Field Service Mobile solution with 100% offline capability.
Salesforce Insights
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