Trusted By 100's Of UK Businesses - See Our Case Studies
At Logic Mount, we help financial institutions optimise their processes through Salesforce. By leveraging cutting-edge technology and data-driven insights, we empower businesses to enhance customer service, ensure compliance, and gain new growth opportunities in a dynamic financial landscape.
The finance sector faces a range of challenges when it comes to managing customer relationships, ensuring data security, and complying with regulations. These include:
Customers demand seamless service across all touch points, from online banking to face-to-face consultations, requiring consistent integration across channels.
Financial organisations are entrusted with highly sensitive data. Maintaining the highest standards of security and complying with industry regulations is non-negotiable.
Managing multiple systems to access and interpret customer data can lead to inefficiencies and missed opportunities.
Financial institutions need to match products and services to customers’ evolving needs at different life stages, often requiring detailed segmentation.
Generating actionable, real-time insights from disparate data sources is critical to make informed decisions, but it remains a significant challenge.
Our experts understand these challenges and offer a strategic solution to help you bridge the talent gap without the complexities of traditional hiring.
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We invite our clients via email to share their experiences through Google Reviews.
What an exceptional service plan with a great development strategy! Logic Mount took a messy Salesforce build and created processes for us with ease and efficiency. Kudos to Ashfaq and his dev team.
Our Salesforce implementation project by Logic Mount was really impressive. They took our Salesforce setup and enhanced it in such a way that productivity in our sales dep is now significantly better.
Reliable, fast & professional - Logic Mount are a fantastic addition to our agency stack and are exactly what we require everyday for our CRM. Special thanks to Ashfaq, Hasan and the whole development team.
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We encourage honest and open insights, helping us continuously enhance our services.
LM did a great job! Issues were resolved first time and they had a great understanding of what we needed. They earned our trust & we signed up two other business units in the group to their annual plan.
We were struck by the professionalism of Logic Mount, the clear pricing structure and the real desire to understand our business needs. Direct communication from Ashfaq and the team was exceptional.
The standout aspects appointing Logic Mount are the transparency, professionalism & value through their annual plan. Their detailed understanding of Salesforce significantly reduced our project risks.
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Each review is carefully reviewed internally to ensure we consistently meet and exceed customer expectations.
As a fractional CFO, I was skeptical when LM offered help with a custom payments platform integration. Eight months later, everything's running smoothly and our enquirers team is thrilled. No regrets.
I contacted Logic Mount for a custom CRM but decided on a Salesforce setup. They streamlined our whole sales set up. Their support helped us improve our sales processes beyond expectation.
Working with Khurram, Hasan, Ashfaq and the wider Logic Mount team has strengthened our Salesforce setup. Their attention to data security is exceptional. Highly recommended to anyone with Salesforce.
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We greatly value client feedback upon successful completion of a Salesforce integration or custom development project.
We were looking to build many customised components within Salesforce to track loan originations. Logic Mount did an excellent job completing and implementing what we needed efficiently and on budget.
Ashfaq and his team at Logic Mount are honestly amazing. Have been working with them for over a year and they know Salesforce inside and out. They are very responsive and can help you build anything.
We have been working with the Logic Mount UK team for two years. They have helped us design an automated workflow process in Salesforce for all of our business processes and continue with maintenance.
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Our Salesforce services deliver features that help businesses optimise operations, delight users, and maximise value.
Salesforce’s advanced analytics enable financial businesses to gain a clear, 360-degree view of customers, , enabling your team to offer personalised financial advice that drives engagement and loyalty across multiple communication channels.
Integrating Salesforce across your organisation ensures that all customer data is stored in one centralised platform, reducing errors and enabling accurate reporting, forecasting, and decision-making.
Salesforce offers robust security features, ensuring your organisation complies with financial regulations and protects sensitive customer data, safeguarding your business’s reputation and trust.
With Salesforce, financial businesses can deliver a consistent experience across all channels, whether online, mobile, or in-person, increasing customer satisfaction and loyalty.
Salesforce’s powerful reporting tools give finance professionals real-time access to KPIs, enabling proactive decision-making and the ability to quickly spot emerging trends.
Expert advice and strategic planning to align Salesforce solutions with your specific financial services’ needs.
Bespoke Salesforce solutions designed to seamlessly integrate with your existing systems and optimise operations.
Logic Mount offers continuous support, ensuring your Salesforce system evolves with your business and remains agile in an ever-changing financial landscape.
Comprehensive managed services to handle data security, compliance, and system maintenance, ensuring your Salesforce platform remains secure and reliable.
When it comes to developing world-class Visualforce pages in Salesforce, Logic Mount stands out for several reasons:
At Logic Mount, we speak Apex but we also speak revenue. Every solution we build is engineered not just for functionality but for real business impact. With fast onboarding, transparent timelines and a commitment to continuous optimisation we deliver results.
The finance industry requires innovative solutions to stay ahead in an increasingly complex environment. Salesforce for finance is the answer. At Logic Mount, we provide Salesforce expertise you need to optimise operations, strengthen customer relationships, and drive growth.
Contact us now to schedule a consultation and discover how we can help your finance business thrive in a competitive market.
Tyler Scott, Product Director
Brian Turner, Head of Solutions
Rachel Kim, CRM Operations Lead
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Zakir Hussien, Head of Digital Performance
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From idea to deployment, we partner with you at every stage of your CRM journey.
Incredible Salesforce expertise that includes all services, at a price you will not believe!
Get expert guidance to pick the perfect CRM solution tailored specifically for your business.
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