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 for:

  • Document management
  • Sales and marketing process improvement
  • Integrations and Open Banking
  • Contract management solutions
  • Customer service and portals to enable self-service
  • Electronic ID checks

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

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