2025 isn’t just another year — for financial services, it’s a turning point. Customer expectations are rising, risks are evolving faster, and regulators aren’t slowing down. Yet many financial institutions are stuck with outdated Salesforce setups — built for where they were, not where they’re going.
This isn’t about adding more tools — it’s about making Salesforce work smarter. From fragmented data to manual compliance checks, the cracks are showing. But the good news is, these challenges aren’t unique.
The solution starts with asking: Is your Salesforce ready to handle what’s next?
Financial institutions need a Salesforce setup that’s built to handle today’s pace and scale with future demands. They need:
- Real-time insights, no delayed reporting
- Built-in compliance, not bolt-on fixes
- Automated workflows that adapt, not processes that slow you down
If you’re missing out on these – that’s where strategic transformation comes in for your fintech business.
Watch the video to learn how you can embrace the transformation and make the most out of your Salesforce setup.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.
