Financial Services
Industry Expertise: Financial Services
Pragma professionals support Financial Services providers across Banking, Wealth & Asset Management, Capital Markets, Insurance, and FinTech sectors with Salesforce optimization and Revenue Operations expertise.
With a deep understanding of financial regulations and compliance requirements, we help your organization leverage the Salesforce ecosystem while adhering to the complex regulatory and security frameworks that are critical in your industry.
At Pragma, we focus on the unique needs of your organization, crafting solutions that build trust and foster deeper connections with your customers.
Banking
Pragma works with some of the largest financial services providers in North America, bringing a wealth of experience in handling the complex needs and stringent security requirements of the banking industry. As a trusted Salesforce Partner, we specialize in integrating solutions like Financial Services Cloud with legacy enterprise systems and proprietary platforms within banks, helping institutions build lasting customer relationships.
Wealth & Asset management
With a deep understanding of the intricate nature of Wealth & Asset Management, Pragma is uniquely positioned to help you leverage Salesforce’s tools for personalized outreach. Our expertise ensures you can engage clients at the optimal moment, while providing your team with real-time insights to drive decision-making and enhance service.
Insurance
Insurance companies of all sizes are transitioning to more robust CRM solutions like Salesforce. This often involves migrations from legacy systems, integrating technologies from acquisitions, and ensuring minimal disruptions while maintaining secure customer data. Pragma has deep experience in CRM migrations, mergers, and implementations, along with a comprehensive understanding of the unique business requirements in the insurance industry.
FinTech
At Pragma, we specialize in helping large financial institutions and SaaS companies in the FinTech sector scale their Revenue Operations infrastructure. From Series C to post-IPO, we provide the expertise and support needed to optimize and expand your CRM solutions, enabling your business to grow seamlessly.
