Financial Services

Growing your share of customer wallet

Nowadays, financial services organizations are challenged to succeed in a changing landscape marked by regulatory reform, disruptive technology, and new service delivery channels.

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.

“Financial services organizations have exciting opportunities to grow their share of customer wallet, thanks to Nubik’s cloud-based solutions.”

OUR CLOUD-BASED SOLUTIONS FOR FINANCIAL SERVICES ORGANIZATIONS

Salesforce Sales Cloud logo png

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

Salesforce Service Cloud logo png

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

Pardot

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

FinancialForce Financial Management logo png

Financial Management, the complete solution from FinancialForce for accounting, billing, revenue recognition, and inventory management.

eSignLive

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

Conga

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

FinancialForce Financial Management logo png

Professional Services Automation, the complete solution from FinancialForce for resource and talent management, time and expenses, and billing.

Salesforce Maps logo png

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 Force.com, integrating capabilities from leading software vendors.

WHAT THEY’RE SAYING ABOUT US

alexandre leclerc, POKA's CEO testimonial with Nubik
Kim Blackburn, disher, testimonial with Nubik

Still not convinced, or just curious to know more about how Nubik translates the promise of cloud-based technologies performance into greater share of customer wallet?

Here’s what we have to say.

It’s one thing to say ‘yes’ to digital technology and another to formulate a plan to roll it out in a company.

WE KNOW HOW TO!

nubik employees

Nubik’s approach features a series of workshops where we jointly discover your unique business processes, challenges, and opportunities to leverage Digital technologies.

nubik employees 2

At the end of the day, our experts will always be providing concise, actionable insights on how to move your organisation forward.

nubik employees 3

Forward Thinking

In developing your plan to become an Industry leader, you may find it worthwhile to read our blog posts >>

If there has been a single constant in the world of business for the last 4-5 years, it has been the concept of artificial intelligence (AI). In fact, there is a widely held “fear of missing out” (or FOMO) for artificial intelligence, of missing the… LEARN MORE >>

Billing is a key component of your business and allows you to pay for your operating expenses. As a matter of fact, it is just as critical as your sales. However, most of us rarely spend much time reflecting on our invoicing process and we are… LEARN MORE >>

Disruptions and major transformation are on the agenda Anyone involved in the professional services industry already knows that their companies are now facing a host of challenges, and that their sector is undergoing a major transformation which is disrupting the traditional way of working. This industry will… LEARN MORE >>