AcceCentric Salesforce CRM for Banking

Complete PureCloud Enablement

AcceCentric 3D Virtual Branch

Direct Sales Agent, Sell on the spot


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.


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.


Banking MS Dynamics

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


3D Virtual Branch

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


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


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


Access our 3D Virtual Branch.

What We Do

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

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Salesforce For Banking


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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