Nexivo - Zoho's Favourite Partner
Zoho's Favourite Partner
Zoho CRM for Financial Services

Grow Your Business Faster With The Top-Rated CRM Solution

Our Zoho Financial Services CRM solution will deliver immediate ROI

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Unable to cope up with your biggest financial services challenges?


From banking to wealth management and capital markets to insurance, Nexivo's Zoho Financial Services CRM solution enables financial services firms to work cohesively across the front-office, middle-office, and back-office to develop deeper client relationships, maximize client value and deliver world-class customer service.

Our solution for Zoho Financial Services CRM will give your sales and service teams a complete view of your customers with a single marketing, sales and service solution that integrates with your other systems. Empower your teams to better understand and predict customer health through visibility into all customer activity and history. Deliver world-class customer service that keeps them coming back.


Our Zoho Financial Service CRM solution will let your business uncover the possible ways through impossible ways.

Know how our Zoho Financial Service CRM solution can be benefited for your business 

Zoho CRM for Financial Services- access client information

Get a complete access to Client Information

Zoho Financial Services CRM will let you get full access to the clients' financial & policy documents, insurance records, and much more. Our Zoho trainers will train you to create a set of personalized email templates for each of your client categories and make your interactions more personal.

    Increase your Assets Under Management (AUM)

    Our flexible implementation will give you access to take a complete view on all your transactions and interactions with an institution. Also you can get a key contact information with a complete picture of the business that you manage.

    Zoho CRM for Financial Services- Assets under management (AMU)
    Zoho CRM for Financial Services- business

    Steer Your Business in the Right Direction

    Our integration of Zoho built-in analytical engine will help you to get your stats and reports in depth. We will train you to create customized dashboards, track your key performance indicators, get smart insights from your CRM data, view feedback and resolve clients' complaints quickly by using built-in cases module. And also you can get access to major help desk tools like Zoho Desk and Zendesk.

      Track your key performance

      Our Zoho experts will train you to track your key performance indicators, get smart insights from your CRM data, view feedback and resolve clients' complaints quickly by using built-in cases module and also to get access and use major help desk tools like Zoho Desk and Zendesk.

        Zoho CRM for Financial Services- track key performance
        Zoho CRM for Financial Services for banks

        Get Zoho CRM for all Sizes and Types of Financial Institution

        We are here to provide Zoho Financial Services CRM solutions for-

        • Banking
        • Wealth and Asset Management
        • Credit Unions
        • Insurance Services
        • Investment Services 

        Third-Party Integration

        Integrate among 100+ popular business apps of your choice.

        Automation

        To improve your follow-ups and goal completion rates.

        ZIA (Inbuilt AI)

        Provides you suggestions and prediction for you to take smarter decision.

        Fully Secured

        Includes GDPR and all the latest security standards

        We offer uninterrupted support to our clients

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