Financial Services
Our Approach
We’ve solved a number of problems within the industry, some of which include:

Inability to effectively track internal and external communication and to understand where business development time should be spent

Multiple disparate software applications and an absence of a centralized system of record with no single source of truth

Inability to track estimates vs actuals like mass annualized premium vs actual commission revenue

Our Expertise
We’ve provided the following solutions:


Marketing Automation integrated with Salesforce Financial Services Cloud

Salesforce CRM integrated with Accounting Seed financial suite for end-to-end management of the business

Salesforce Financial Service Cloud integrated with external ERP for one centralized system of record specifically tailored to the industry
Your Results
We power extraordinary results on Salesforce.com.
Our financial services customers experience the following results:
%
Increase in customer satisfaction
%
Increase in productivity
%
Faster decision making
Customer Stories

THE CHALLENGE
Fundata was using several disjointed systems like Microsoft Dynamics, Sharepoint, Outlook, and other homegrown systems, etc. in their business operations. A large number of these systems were poorly implemented and often misfits for the business needs.
THE SOLUTION
With Fundata’s end goal of integrating all their processes and operating the business from a single entity in mind, App Solve set up their Salesforce org and integrated the necessary systems with it. Custom objects were created to enable the capture of specific information regarding data and its distribution, and to address any data related issues and logging requests in a systematic, orderly manner.

THE CHALLENGE
The customer upgraded to Salesforce.com Enterprise Edition 6 months prior to the App Solve project but was unable to leverage the system to capitalize on the new functionality because of a lack of time, resources and in-house expertise.
THE SOLUTION
In order to create efficiencies in the business App Solve built an entirely new Lead Management system to automatically assign leads to the appropriate sales reps based on territory and size of company.

THE CHALLENGE
As pioneers within the industry, Contingent Workforce Solutions has helped clients across all industry sectors and functional departments to understand the importance of creating efficient contract engagement models that provide visibility into contractor headcount and spend.
THE SOLUTION
CWS recently invested in Salesforce Pardot, a marketing automation software that allows them to track, analyze, nurture, and convert leads while providing dynamic web content.
Get In Touch With Us
Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.

California Office
200 Spectrum Center Drive
Suite 300
Irvine, CA 92618

Toronto Office
1050 King Street West
Toronto
M6K 0C7
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What Our Customers Are Saying
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