Financial Services

The financial services sector in the UK is going through unprecedented change. Radically and irreversibly disrupted by innovation in digital, social and mobile technologies, the race is on to be the best in class. makepositive and Salesforce are well ahead of the curve with a track record of territory-breaking solutions designed for the new paradigm in corporate and personal financial management.

Empower your frontline staff with customer-centric relationship management tools. Access multiple channels with complete visibility of client portfolios for dynamic case management across multiple devices. Whether you specialise in wealth management, insurance, banking or other financial services, makepositive has the perfect platform for 21st century financial management.

Spotlight

“We were fortunate to have a local relationship with makepositive, a Platinum Salesforce consulting partner, who were able to quickly point us towards getting the best out of Pardot‚Äôs sophisticated nurturing.”

– Conrad Ford, Founder & CEO, Funding Options

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