Trusted By 100's Of UK Businesses - See Our Case Studies
We recognise that modern businesses demand precision, speed, and insight to stay ahead. That is why Logic Mount offers advanced CRM and Financial Application Integration services for financial institutions. With our expertise in Salesforce, we help organisations transform fragmented systems into a single powerhouse which maximises ROI, increases productivity, and fosters client loyalty.
Financial institutions face a tough challenge in modern times: managing client relationships and financial data across siloed systems. When CRM and financial platforms operate separately, businesses miss valuable opportunities, experience workflow inefficiencies, and suffer from an incomplete client view. In a competitive financial world, disconnection is a liability.
Without proper integration, financial organisations face critical challenges such as:
At Logic Mount, we solve these problems by offering the best-in-class CRM and Financial Application Integration services. Our experts ensure a seamless, secure, and strategic integration, empowering your teams to work smarter, deliver exceptional experiences, and drive growth with precision.
Are you finding it difficult to source experienced developers or engineers when you need them most? Many businesses face significant challenges when it comes to building a capable team:
Our CRM experts assess your business needs and design the right integration strategy. Whether it is implementing Salesforce Financial Cloud or choosing the right financial applications, we make sure that your technology investment is aligned with your business objectives.
Our team specialises in implementing CRM in finance solutions by setting up Salesforce and integrating financial apps such as NetSuite, QuickBooks, SAP, and others. Every implementation is precisely tailored to your operational workflows.
We seamlessly connect your CRM system for financial services with accounting platforms, payment systems, and other business-critical applications. This eliminates silos and empowers your teams with real-time insights.
Logic Mount offers ongoing support and training to keep your systems operating at peak efficiency. From troubleshooting to user training, our support services help your teams maintain seamless operations.
We provide continuous enhancements, automation improvements, and analytics updates to ensure your financial CRM software is always driving maximum value.
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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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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.
We know choosing the right Salesforce partner is a big decision. That’s why we’ve answered the most common questions about our plans, pricing, support, and security so you can move forward with total confidence.
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Team Logic Mount provides scalable CRM solutions:
Maximise your marketing efforts by capturing leads from multiple touchpoints, segmenting them for targeted campaigns, and automating follow-ups. With integrated financial CRM software, you can nurture leads efficiently and improve conversion rates.
Streamline your sales process with automated task assignments, follow-ups, and pipeline management. Our integrated system allows for better revenue management, dynamic pricing, and enhanced sales contract management.
Improve your customer service experience with automated case assignments, escalation procedures, and self-service portals. With a CRM system for financial services, you can deliver more personalised and effective support, ensuring high client satisfaction and retention.
Our integrated financial CRM systems give you a 360-degree view of your clients, tracking every interaction, communication, and financial transaction, so you can deliver personalised service every time.
Store and manage important financial documents securely and automate the creation of forms and documents. With integrated document management, your teams can collaborate more efficiently, improving workflow.
Access powerful analytics to forecast sales, track marketing performance, and monitor KPIs. Our integration ensures your teams have the insights they need to make data-driven decisions, improving the effectiveness of your CRM system for financial services.
Protect your client and financial data with enterprise-grade security measures, ensuring compliance with regulations like PCI DSS, GDPR, SOX, and PSD2. Our integrations include built-in risk assessment tools and KYC features, helping you prevent fraud and maintain trust.
Disconnected CRM systems and financial platforms hold your business back, making it harder to deliver satisfactory financial services. Logic Mount offers seamless CRM for finance integration that centralises your customer and financial data, automates critical processes, and drives smarter decision-making.
Let us show you how our tailored CRM and financial application integrations can help you enhance client experiences and optimise your operations, all while maximising ROI.
Discover how we can help you.
Discuss your Salesforce needs.
Join the growing list of UK businesses already transforming their operations with Logic Mount's trusted CRM integration services.
Our clients rely on us when out of the box Salesforce isn’t enough, especially when internal teams hit technical limits or when growth demands smarter systems, not more headcount. Whether it’s scaling operations, tightening up integrations or untangling years of messy data, we bring structure, speed and strategy to the table.
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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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