Solution For Financial Services

High ROI is achieved in financial firms by automating tasks, attracting quality prospects, and predicting market dynamics

Our ability to get to clients faster is going to drive our growth

Engage today's connected customers, and exceed their expectation

CRM Management to Increase Sales

If you are looking to add clientele or simply retain the clients you already have, system improvements within your CRM can help you achieve this goal.


CRM Integration in Your Finance Business

Integrating a Financial Services Cloud Solution into your business can seem a daunting task. Learn more about banking and insurance financial planning integration.


Sales Process Automation In Finance

Find and keep the most profitable clients while freeing your sales advisors to focus on sales. Learn more about sales processes and pipeline management automation.  LEARN MORE

Financial Sales Cloud Optimization Solutions

Extend Salesforce functionality, CRM architecture, financial planning, restructuring and optimization to maximize your Financial Cloud Solutions. LEARN MORE


Connect With Clients in a Whole New Way


By creating and distributing meaningful and relevant content, financial services firms can use marketing automation to personalize communication, scale outreach, align sales and marketing efforts, and much more.

Inbound marketing automation integrated with CRM presents a single platform that bridges the gap between sales and marketing. Campaigns no longer must be product driven that are disconnected from what customers want and need.

A solution that integrates inbound marketing platforms like HubSpot and Pardot with Salesforce CRM are instrumental in integrating sales and marketing remarkable ways. Such a platform helps banks and financial services firms adapt to changing buyer demands in totally new ways.

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Financial sector produces the largest amount of data in the world. Huge volumes of transactions, monitoring and analysis are produced and stored every second by banks and other financial institutions. This makes use of high performance big data analytics inevitable for firms in this sector.

IBM and Google are the leading analytics platform for financial big data analytics. Both platforms use leading-edge artificial intelligence algorithms to easily and efficiently handle financial big data and extract valuable insight. When integrated with Salesforce Financial Services Cloud, this becomes the most valuable asset to increasing profitability.

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A Powerful Tool for Advisors

With the Salesforce Financial Services Cloud Assistant, advisors can stay on top of their most critical tasks throughout the day. It aggregates information from multiple systems and creates comprehensive to-do lists, including proactive alerts for leads and tasks.

Administrative tasks are automated, giving advisors more time to focus on their book of business. They can check information on client accounts, such as gains and losses, and review relevant market insights.

A single, integrated platform and central data storage means advisors can access their client data instantly and from anywhere, in the office or on the go. This leads to increases in productivity and lowers the time spent on administrative tasks.

Salesforce Financial Services Cloud also enables advisors to deliver personalized advice anytime their client needs it. This nurtures customer loyalty and keeps advisor’s book of business solid and growing.

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Hear From Our Clients, Businesses of every size and industry trust Cetrix Cloud Services.

Mark Pendolino
Cetrix was a pleasure to work with, always very communicative, thorough and on time with deadlines. He is a busy man for good reason. I look forward to working with them again.

Director of Marketing - Performance Technology Partners, LLC

Lynn Mason-Small
Mark integrated Pardot into our Salesforce environment for us quickly and efficiently. Job performed exactly as needed.

Sr. VP Business Development - Rogers & Gray Insurance

Cetrix has been great to work with. I can say for certain that I would not have been able to wade into the deep waters of Salesforce without their guidance. Fortunately they made themselves available to answer all my questions - from the basic to the complex - always with patience and understanding. I look forward to working with Cetrix again in the future.

Entrepreneur in Residence - Propeller Venture Capital

Brian Scopinich
Cetrix was a pleasure to work with. Very attentive to detail and came up with more than one potential solution to the problem we contracted with him to assist with. Provided daily updates to the task at hand. Highly recommended.

Director of Technology - Healthy Business Group, LLC

Alan Falik
As a new Salesforce customer, it has been difficult for us to get reliable, smart consultants/programmers. Mark and his team were exactly what we needed. They communicated exceptionally well and worked with us to fully understand our needs. I look forward to working with Cetrix on future projects

President, Aquasol & Poolsure

Sandeep Banga
Mark is great to work with ... He did a great job describing the solution in the proposal, was available when we needed him ... He went above and beyond to help complete our proposal on a very tight timeline.

Founder & CEO, Acutedge, Inc.

Nicole Ford
Our team had never used a CRM system, but people at Cetrix walked us through every step as patiently as they could. What I really loved was that they were able to add valuable suggestions to enhance our CRM site ... Cetrix has truly been one of my best experiences, and we now consider them as part of the team ... Because of Cetrix, our team can better communicate with our clients.

Director, HBCU Tours

Liesl Ramsay
Mark was great! I couldn't ask for a better experience. Wait until you hear him on Skype; he is focused, patient and just the right combo of get'er done/calm. His written communication skills are outstanding. I'm looking forward to doing more work with Cetrix.

Leete Generators

Tashy Green
ScriptEd had the pleasure of working with Cetrix Cloud Services on a Salesforce Database Customization project ... the donation of services has allowed ScriptEd to efficiently and affordably build out the Salesforce CRM that we use to manage our programming ... Over the duration of the project, they were professional, patient, flexible, and thorough. ScriptEd is thankful for and would highly recommend the pro-bono services of Cetrix Cloud Services.

ScriptEd Inc.

Jeff Modzelewski
Cetrix was easy to work with, worked quickly, and the work was excellent. Going into the job I didn't know exactly how to talk about what it was that our organization needed done with Salesforce, but they were able to easily figure out what our needs were and customize Salesforce for us. We were very pleased with their work.

The Diversity Center of Northern Ohio

Chris Lesner
Great company to work with. They went above and beyond in order to make sure we got exactly what we needed. They helped us think through a lot that we didn't even think of as well.

Founder & CEO - Project World Impact

You can add a customer testimonials for social proof. It increases your authenticity and credibility. It directly help you achieving your goals. You also add a picture of a customer and a link to their website.

CEO, Company Name

Robert Cardiff
Cetrix team was great to work with! They will be my go to Salesforce experts. Thank you.

Director of Sales - BuildFire

You demonstrated tremendous patience as we learned the system and you really did an excellent job setting up the infrastructure which should allow us to grow. I do not know if Cetrix utilizes rating system, but in my book you deserve the highest level of recognition. (If it’s 1 -5, then you are clearly a 5+++!).

President & CEO-Disability Opportunity Fund>


Take the Next Step

Contact us to talk about our next-gen tools for financial services, Including the Financial Services Cloud. We'll help you set up a stratergy to start connecting with clients like never before.


I need to purchase Financial Cloud from Salesforce


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Cetrix AI Driven FullForce Solution

Learn about our AI-Driven Digital Process Automation on top of Salesforce Financial Cloud

  • Cetrix Solution for Wealth Management
  • Cetrix Solution for Banking
  • Cetrix Solution for Insurance
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