Financial Services

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. LEARN MORE.

Service Cloud

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


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

Financial Management

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


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


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

Professional Services Automation

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


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

Custom Application Development

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