Financial Services
Customers requesting financial services expect a digital experience and changes are needed to support the growing demand. Financial institutions can now leverage data analytics and A.I. to find new opportunities and remain competitive.
Our approach is simple and effective. We design and build solutions that achieve our clients’ goals and that are scalable and flexible to meet future needs. We focus on your “why” so our team can see the big picture and develop the right solution for you.
Solutions
- Use automation to simplify the process of closing a deal
- Contract creation
- E-signatures
- Payment acceptance
- Customer portals for self-service
- Inside and outside sales tracking
- Lead generation and profile tracking
- Digital application process management
Financial Service Testimonials
We started working with Breama back in 2016 when we were looking for a local salesforce developer to work with. We wanted to work with a company that was close to our head office and had a personable touch as we do like the option of working together “in-person”. Working with Breama has felt like working with a close knit, in-house team, we’ve enjoyed our partnership and working relationship over the years because of that one-on-one relationship. The Breama team is extremely personable, fun and professional. We know we can rely on any Breama team member to help out on any project or change that comes up, the consultants feel like friends. Salesforce can be an overwhelming software and the Breama team helps you break it down and makes it easy for you to understand.