The Wealth and Asset Management industry is being disrupted like never before as fintech companies create new platforms and reinvent ways to serve their clients. At Navirum, we help firms to deliver market-leading Salesforce solutions that will delight customers. Our consulting team helps Wealth, and Asset Managers not only implement Salesforce but streamline operations from front to back office.

No matter what the market, we help innovative Private Equity and Venture capital firms create digital strategies and implement Salesforce. From early stage VCs in Silicon Valley to LBO specialists on Wall Street. We help a broad range of investment specialists to implement Salesforce quickly and efficiently.

The world of banking is ever-changing. From Retail to Investment Banks, firms are under constant pressure to deliver digital services and products that beat the competition. At Navirum, we help banks digitally transform and deliver amazing solutions within the guardrails of regulatory compliance. Whether it’s creating innovative human-to-human solutions using the Financial Service Cloud to large-scale data analytics Tableau implementations, our team of ex-bankers and technologies have helped hundreds of financial services firms succeed with Salesforce since Naviurm’s inception.

We help insurance companies to create efficiencies from front to back office using Salesforce. The insurance industry is incredibly competitive. We help firms develop unique strategies to acquire and retain customers using the world’s leading CRM. Whether it’s personal insurers implementing Salesforce in a new call center to commercial insurance firms improving renewal rates, we have helped all types of insurance firms succeed in their transition to Salesforce.

The world of financial services is constantly reinventing itself. Crypto is no exception. Although the market has fluctuated over the past few years, we continue to see companies in this space choose Salesforce over any other CRM. From retail to commercial startups, we help the Crypto industry implement Salesforce successfully and succeed post-go live on the world’s favorite cloud platform.

Across the real estate industry, from the building of homes to the sale of new developments, we help firms to scale and grow their businesses using Salesforce. Our goal is to create simple solutions that your staff will love to use. From the use of mobile apps to close deals quickly on the go to the implementation of paperless solutions like Conga and DocuSign, we help the Real Estate industry to innovate and grow in this ever-changing world.

We help a broad range of professional service firms implement Salesforce. From specialist Law Firms growing with the Sales Cloud to Financial Advisors retaining clients using the Financial Services Cloud to Accounting Firms streamlining operations with the Revenue Cloud, we implement unique solutions for all our clients tailored to their exact needs.

• Client Onboarding
• Lead and Referral Management
• Account and Portfolio Management
• Lending Submission & Approval
• Underwriting Process
• Automation Customer
• Service Solutions
• Marketing Automation