Financial Services

Your path to market leadership

Engage with clients to grow share of wallet

With a host of new “fintech” competitors powered by online distribution and artificial intelligence-based automated investing, established business models and customer relationships are being upended. Financial services organisations will succeed in preserving their customer bases—as well as their share of customer wallet—by deepening their client relationships to generate new insights and by providing new opportunities to engage customers.

Nubik’s cloud-based solutions for financial services organisations range from customer relationship management (CRM) to customer support, marketing automation for business clients, to financial management activities such as accounting and payments tracking to professional services automation. Many of these solutions draw upon artificial intelligence, enabling financial services organisations to call upon the same technologies that are powering new market entrants.

Key Service Offerings

Sales Cloud

The leading platform for customer relationship management and sales force automation from Salesforce.

Service Cloud

The AI-powered service platform for providing a consistent, omnichannel customer experience.


The B2B marketing automation platform for nourishing leads and delivering measurable marketing ROI.

Financial Management

The complete solution from FinancialForce for accounting, billing, revenue recognition, and inventory management.


The electronic signature capture solution that accelerates the Order-to-Cash cycle.


The complete document management solution, including product documentation, contracts, and reports.

Professional Services Automation

The complete solution from FinancialForce for resource and talent management, time and expenses, and billing.


Mapping, routing, and territory management fully integrated with Salesforce. Track vehicles, workers, and field assets.

Custom Application Development

Deploy cloud-based apps on Heroku or, integrating capabilities from leading software vendors.