Retail Banking CRM Solution

Acceinfo’s ‘Retail Banking CRM’ solution based on Salesforce or Dynamics365 brings years of in-depth expertise in creating solutions for the financial services industry. It allows us to leverage the core capabilities of CRM and tailor it to meet the unique and specific needs of Reta...

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Digital Transformation In Banking – The Future Of Banking

Today’s demand of banking is: anytime anywhere banking. This requires innovative, robust, secure, optimized and ready to meet the expectations of empowered and tech-savvy customers. Digital Transformation is far beyond just moving from traditional banking to a digital world. It is...

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Branch Transformation

Branch Transformation For many banks and financial institutions, determining the best strategy for delivering seamless customer service within the branch can be a challenge today due to the number of different applications being used. AcceInfo suggests CRM based single application within the branches to enable banks to streamline their business processes, by connecting front-office to back-office systems. Providing a ...

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AcceInfo’s ‘Next Best Action’

What is ‘Next Best Action’ (NBA): it is a customer-centric marketing technique that considers the alternative actions during a customer interaction and recommends the best one. Banks and Financial services always want to know what the next best action is. Acceinfo’s ‘Next Best Action’ is focused on: Continue Reading →

Genesys PureCloud – Braintree Secure Payment Integration

AcceInfo would like to introduce a recent project which is in its final stages –  making it available on Genesys’ AppFoundry! We have integrated Genesys PureCloud and Braintree - IVR and Payment Gateway, to provide a Secure Call Flow when agents are taking customers’ payments via calling. Visit to Schedule A Demo and find out how we can help your business grow… Continue Reading →

The Costs of Not Using a CRM

Most businesses look at overall operating costs when budgeting their fiscal years and growth strategies. There are costs involved with every new initiative, but one of the most costly mistakes any business can make is not integrating a Customer Relationship Management (CRM) tool immediately. Not having a CRM right now means that you will permanently lose the ability to properly track customer information that is vital for the growth of your...

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Partner – SalesForce

AcceInfo has over 20 years of experience in the banking industry which makes us an ideal partner for a company like ‘Salesforce’- Canada's #1 CRM Software System.

Manage Projects Better!

        As your company continues to grow (and growing is always the goal) you'll find the need to start some projects to fuel that growth. But project management is consistently cited as one of the greatest challenges companies face, as many things c...

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