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Solutions for Financial Services Firms

Our focus is on your business.

Your financial services firm faces many challenges each day. Having the right solutions for your business should not be one of them.

Swimfish has your solution, specifically tailored for your business. Our InterAction® On Demand CRM solution provides all the account, deal, and contact management tools you'll need to achieve even the most aggressive growth targets and investment goals. Next, our Collaboration solution will allow you to upload and share your information with other employees, your clients, and your business partners – all securely. Couple these two solutions together, and you'll have one integrated system with all of your valuable information on-hand, ready to produce real-time pipeline reports, automated notifications on the latest deal news, and provide powerful management of your research files. And it's all accessible through the Web, Microsoft Outlook®, or even your wireless Blackberry™ device.

Plus with our specialized team of technical and management professionals, Swimfish provides the expert resources to deploy the solution to meet your firm's specific needs.

Looking for more? We even design and deploy world-class Web sites, including an award-winning site for one of the largest financial services firm in the industry.

Next: Technical Requirements >

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