We specialize in helping financial institutions grow their books, maintain customer relationships, and stay compliant with regulations. Using the Financial Services Cloud in Salesforce, we bring together customer data in one place.
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 like 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.
Financial Sales Cloud Optimization Solutions
Extend Salesforce functionality, CRM architecture, financial planning, restructuring, and optimization to maximize your Financial Cloud Solutions.
The Cetdigit Advantage
Powerful Solutions for the Education Industry
Automated Marketing
Financial services firms can personalize communication, scale outreach, and align sales and marketing efforts.
Intelligent Big Data
The financial sector produces the largest amount of data and insights. We help condense them into actionable insights.
Salesforce Cloud & Pardot
Providing expert solutions for demand generation & customer acquisition initiatives using Cloud & Pardot services.
Landing Page Design
Create single page landing pages designed to convert, acquire new leads, and build your brand. From design to copy to development, Cetdigit will build a high-converting site.
Better Customer Retention
In the financial service industry, customers often feel disconnected. We help you build meaningful relationships using Salesforce Financial Services Cloud
Migration to HubSpot CMS
We can migrate your current website, legacy systems onto a reliable CMS platform. Whether it’s from an excel sheet or another database, we help migrate without disruption.
Get all your customer data in one place to tailor experiences that keeps them coming back.
Decreased Sales Cost
Get a birds eye view of your business and see your next best moves.
Revenue Increase
Use data to make better decisions, help your sales team win, and increase revenue.
What Our Clients Say About Us
Businesses of all sizes trust Cetdigit Cloud Services.
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.
Nicole Ford
Director, HBCU Tours
Cetrix was a pleasure to work with, always very communicative, thorough and on time with deadlines. I look forward to working with them again.
Mark Pendolino
Director of Marketing - Performance Technology Partners, LLC
Cetrix integrated Pardot into our Salesforce environment for us quickly and efficiently. Job performed exactly as needed.
Lynn Mason
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.
Teddy Teece
Entrepreneur in Residence - Propeller Venture Capital
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
Brian Scopinich
Director of Technology - Healthy Business Group, LLC
Cetrix is great to work with ... They did a great job describing the solution in the proposal, were available when we needed them ... They went above and beyond to help complete our proposal on a very tight timeline.
Sandeep Banga
Founder & CEO, Acutedge, Inc.
Cetrix was great! I couldn't ask for a better experience. I'm looking forward to doing more work with Cetrix.
Liesl Ramsay
Leete Generators
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.
Tashy Green
ScriptEd Inc.
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.”
Jeff Modzelewski
The Diversity Center of Northern Ohio
Cetrix team was great to work with! They will be my go to Salesforce experts. Thank you
Robert Cardiff
Director of Sales - BuildFire
Your HubSpot & Salesforce Partner
Cetdigit provides all the delivers all of the strategic capabilities that today's demanding markets. Meet the demands of your customers and industry by optimizing Salesforce or HubSpot, or both.
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