FocalCXM is recognized as a Major Contender in the Veeva Services PEAK Matrix® Assessment 2025 by Everest Group.

703.868.6393 contact@focalcxm.com

Financial Services

In today’s rapidly evolving financial landscape, delivering exceptional employee and customer experiences (CX) is crucial to building trust, retaining clients, and staying competitive. At FocalCXM, we specialize in providing comprehensive CX solutions  designed for specific industries. Our offerings is around around Enterprise Software and Data

Why FocalCXM for Financial Services Firms?

Our Leadership has experience in Mortgage, Derivatives, Insurance and Banking sectors. Our teams have leveraged platforms such as Salesforce and Workday to streamline employee and customer facing processes. On the data front,  we have expereince in ingesting Data,  building data pipelines, validating the data sets and applying Machine Learning Algorithms and AI to solve use cases such as Fraud Analytics, Credit Risk Assessment etc.

Salesforce

Leveraging Salesforce Platform to optimize Mortgage Industry Processes

Databricks

Leveraging Databricks to solve complex challenges that involve both structured and unstructured text with Advanced Analytis

Migration to Cloud

Migrating Applications to the Cloud for better Scalability, Affordabiltiy and Innovation

Case Studies

FocalCXM helped a Private Equity Firm divest it’s investments from a parent company and implement a new Global CRM Program for the newly formed entity within the stipulated time and avoided millions of dollars in fine. Contact us to know more.

Utilities

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Public Secctor

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Life Sciences

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