CRM Business Consultancy
Creating Innovative, Client Focused CRM
for Financial Services
FirstClient delivers innovative and transformational digital engagement platforms
to support sales and marketing teams within Banking, Securities, Insurance and Wealth Management.
FirstClient solutions strengthen client relationships through better client experiences by leveraging the leading Social and Mobile CRM Marketing platforms.
FirstClient's Mission is to ensure that the "Client" is at the heart of the sales process.
Business Planning, Budgeting, Process Mapping, Project Management, Marketing Strategies, Change Management, Business Transformation, Requirements, RFP Management, Vendor Negotiations, Training, Roll-out, Operational Transition
CRM Design, Architecture, Development, Data Integration, Data Transformation, Data Cleansing, Data Migration. Legacy Data Conversion Systems Design and Development, Testing, Mobile, On-Premise, Cloud CRM Systems
Advisor/Client Relationships and Business Processes, Design and Develop CRM and Portfolio Management Reporting Systems, Wealth Management, Financial Regulations, Compliance, PIPEDA, CASL, Salesforce, Microsoft
Our business is built on making your
Contact us with your business needs whether your CRM initiative is just starting, being developed or in an operational state.