Differentiate your Financial Services organization from the big banks with phenomenal customer service.

Powered by Dynamics CRM: take advantage of billions in R&D, integration with the rest of the Microsoft stack, and guaranteed maintenance.

The Trimbzent Advantage for Financial Services

After hundreds of hours of consultation with our Credit Union and Financial Services clients, Trimbzent has developed a ready-to-go Dynamics CRM environment that promises to get any firm up and running quickly.

We don’t pretend that our solution will fit every organization perfectly. Instead, our CRM for financial services is a starting point that you can customize, extend, and optimize – with less up-front work on setup and deployment.