Case Study: Leading player in the banking industry achieves higher advisor productivity and improved client satisfaction with Netsmartz's customized Salesforce CRM

Leading Player in the Banking Company - Customer Case Study

Leading Player in the Banking Company faced a fractured, costly landscape of on‑premise CRM systems after multiple acquisitions, which left advisors with only partial client views, forced them to log into multiple tools, prevented mobile access, and caused inconsistent data security. They engaged Netsmartz to address these challenges by consolidating systems and improving advisor productivity and data protection.

Netsmartz built a customized Salesforce.com CRM with a central advisor dashboard, granular security controls, a Salesforce1‑powered mobile interface, and a hybrid on‑premise/cloud approach for sensitive account data. The Netsmartz solution saved advisors hours each week, increased focus on client investments, tightened protection of sensitive financial information, and boosted client satisfaction and retention.