accpac financial industry Volantino

A holistic view of all customer 
interactions from call logs to dispute 
resolution

Full job tracking and planning of 
resources and subcontractors

Integrated call center with escalations 
and alert management

Web and wireless access to information 
anywhere, anytime

Full capability for mobile sales force and 
mobile technicians, allowing them to 
receive and process jobs on the move

Award-winning integrated e-marketing 
solution for effective marketing 
communications

Service, Financial, and Insurance Industries

   

Whether your business is in the service, financial, or insurance industry, you’ll find the right solution 
in the Sage Accpac Extended Enterprise Suite.

Sage provides a completely integrated suite of applications to streamline your service and  
support processes at virtually any touchpoint. As the owner or manager of a service-based  
business, you know that the key to success is a streamlined and efficient call center that presents 
all the information quickly to your staff when they need it. And, this information must flow through-
out the business, from the call center to the technicians on the road and ultimately to the  
customer.

SageCRM, part of the Sage Accpac Extended Enterprise Suite, provides a complete solution for 
sales, marketing, and customer service for banking, institutional finance, wealth management, 
capital, and brokerage firms. In a world of decreasing commission revenues and no-fee self-serve 
transactions, financial institutions must understand and manage their customers’ portfolios better 
in order to deliver a service that warrants solid return.

Sage Accpac 

Extended Enterprise Suite