CRM Business Consultancy

 

 

Creating Innovative, Client Focused CRM

 for Financial Services

 

 

 

 

 

About Us


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.

Expertise


Business

Business Planning, Budgeting, Process Mapping, Project Management, Marketing Strategies, Change Management, Business Transformation, Requirements, RFP Management, Vendor Negotiations, Training, Roll-out, Operational Transition

Technical

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

Specialization

Advisor/Client Relationships and Business Processes, Design and Develop CRM and Portfolio Management Reporting Systems, Wealth Management, Financial Regulations, Compliance, PIPEDA, CASL, Salesforce, Microsoft

Some of our Clients


Contact Us


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Our business is built on making your business better.
Contact us with your business needs whether your CRM initiative is just starting, being developed or in an operational state.

 

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