Financial Services

RealZips for Financial Services unlocks internal collaboration, making it possible for your team to make deeper connections with customers. Organize customers by jurisdictions and local market conditions, and make every customer interaction meaningful.

Financial Services

The Secure GeoData Platform

RealZips for Financial Services meets the enterprise-level security requirements across banking, insurance, wealth & asset management, plus mortgage & lending.

Add deep GeoData, consumer data and deep analytics to your Salesforce Financial Services Cloud.

Enterprise-Grade GeoData Platform for finance

The GeoData Platform proven to enable financial organizations:

  • Salesforce-native and secure solution, meeting demands of the most stringent financial institutions.
  • Global GeoData structure, supporting unlimited amounts of customer records and transactions.
  • Supports complex territory deployments, with overlapping internal and external partners.
  • Open data architecture for completely safe and deep integration across a wide array of applications.
RealZips Financial Geodata Map

Speed up and deepen client connections

“The RealZips app, combined with the RealTerritories module, had our Salesforce ORG in tip-top shape in less than a day! This would have taken me at lest a year to manage on my own. And because RealZips is scalable, modular and plays nice with other Salesforce objects and fields, I’m now left with the most powerful marketing automation tool I’ve ever used.”
– Greg Griffith

Financial Services Speed

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RealZips is 100% native in Salesforce, so your team can focus on their success.