Reach new customers and drive growth with CRM for fintech


Unlock the full potential of your fintech company

Having a single view of your customer data can help your fintech business to scale. It means that you can personalise interactions with your most important clients, increase revenue with a joined up approach to marketing and sales, and enable self-service for efficiency.

What we can do for your fintech company

Your industry grows by focusing on two things: customers, and efficiency. We can help you connect your data and documents in one place, so you can focus on what you do best.

We have experience in building a wide range of solutions for the financial services industry. 

Customers work with Trigg to:

  • Improve your Sales and Marketing processes through end-to-end automation for increased employee efficiency
  • Integrate 3rd party banking solutions into your Salesforce for a complete 360 degree view of your customer
  • Develop customer service portals to enable self-service and drive customer satisfaction and growth
  • Manage your documents safely and securely with document management solutions that ensure you retain trust with your customers.

Why Trigg for FinTech?

Access to a full team of Salesforce consultants who specialise across the entire range of Salesforce products

We know Salesforce inside out, back to front and sideways, with 50+ years of experience


We work as an extension of your team- when and where you need us

We have a 5 star customer rating on the Salesforce App Exchange

UK based team and support – we can work within your timezone

FinTech Insights

Contact Trigg today to find out how we grow your fintech business with the Salesforce Platform