AcceCentric Salesforce CRM for Banking

AcceCentric MS Dynamics CRM for Banking

AcceCentric 3D Virtual Branch

Direct Sales Agent, Sell on the spot

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Acceinfo CRM Services

We at AcceInfo are CRM Experts with over 20 years experience. We will help you take your CRM experience to the next level.

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Banking CRM Salesforce

Our AcceCentric CRM Solution is ranked #2 on Salesforce App Exchange under banking. Our team is specialized in CRM for Banking and Financial Institutions.

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Banking MS Dynamics

AcceInfo provides the best practices world-wide and implementing enterprise CRM with a full banking and financial institution vertical.

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3D Virtual Branch

AcceInfo can take your customers experience up a notch with our 3D Virtual Branch.

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Accecentric is a complete Banking CRM on Salesforce ranked among the top two on salesforce AppExchange. Read more...

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Our Latest success story on building automated call center for financial institution. Read more...

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Access our 3D Virtual Branch.Read more...

What We Do


We provide the best practice CRM based on many Enterprise Implementation Experiences

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Salesforce For Banking

ACCECENTRIC

is a CRM solution for banks and financial institutions built on Salesforce and Microsoft Dynamics CRM with the following features:
  • 360 View of customer : Accounts and cards, Policies, Alerts, Current offers and opportunities, Interaction history
  • Campaign management : Targeted lists based offers, Lead distribution to branches, Follow up of campaign execution
  • Sales management : Product wise pipeline, Lead capture at the branch and call center, Performance scorecard, Online selling
  • Complaints and service requests : Complaint capture, Auto assignment to back office queues, SLAs and escalations
  • Contact center : IVR / CTI Integration, 360 pop-up

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