W-Systems joins SugarCRM! Read Blog

Grow the Wealth of Your Clients and Organization

Your software should make more money than it costs. With the right tools, you can grow your revenue and your client or member base.

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Financial Services Industry

Sales & Marketing Solutions for Financial Services

Financial companies such as Credit Unions, Commercial Banks, and Investment Services love working with us.

We help financial organizations use marketing and sales software such as CRM, marketing automation, and business intelligence to improve member relationships, track transactions, and resolve client requests more quickly.

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Your Path to Financial Services Success

360° Member View

Employees from any department can access all member information using one system login, including transaction history, grievances, open cases, and more.

Member Marketing

An integrated CRM and marketing automation solution can help you speak to members with personalized messages based on life milestones, transaction history, and more.

Member Onboarding

Using workflows and customer journey mapping tools, you can identify member onboarding processes and automate them to improve employee efficiency and increase member satisfaction.

Opportunity Prospecting

Quickly identify opportunities with intelligent sales systems that plan out employees days--reminding them to call members with recently increased balances or upcoming life milestones.

CRM - SugarCRM, wMobile for GoldMine CRM, GoldMine CRM

Your CRM Should Make More Money Than It Costs

CRM is the tool that brings all your software together by providing users with one place to access tailored and predictive information. See how SugarCRM is pioneering the new customer experience (CX) standard with high-definition CX, powering a customer view with crystal-clear fidelity.

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Marketing: Act-On, Costant Contact, Salesforce Pardot, Salesfusion, ThriveHive

Build Engagement, Drive Conversions, and Prove Revenue

With Sugar Market, you can reach the right buyers and convert more leads. It also natively integrates with the 7 most common CRMs. An integrated CRM and marketing automation solution will help you end the he-said-she-said battle between your sales and marketing teams.

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Document Automation: DocuSign Electronic Signature, wDocs for SugarCRM, wDrive for SugarCRM

Go Paperless and Accelerate Your Business

Document strategy is often overlooked, but we view it as an area of low hanging fruit where we can ramp up your productivity and shorten your sales cycle. We build out document automation in your CRM and then work with best in class tools such as wDocs and wDrive to help you further automate your document creation and storage processes.

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Business Intelligence: Amazon QuickSight, wBenchmark, Addoptify Customer Journey Plug-In for SugarCRM

Managing Relationships Means Mastering Data

Gain insight into your customer and an edge over your competitors by surfacing the right data for your business. With Sugar Discover, you can leverage time-aware analytics without the expensive implementation of a BI tool.

W-Systems Business Intelligence solutions such as wBenchmark, and Addoptify's Customer Journey Plug-In for Sugar can help you blend data from different sources, build complex visualizations of data, and process large data sets without bogging down your CRM system.

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Communications: Vonage Business, Riva CRM Integration, Collabspot

Collect Communication Data in One Central Location

There is a better way to collect and distribute interactions data without adding time-consuming burdens on your staff or managers. Using Sugar Connect’s Google Workplace (formerly G Suite) and Office 365 email integration with Sugar involves platforms you are already familiar with, and tools almost everyone in your organization already understands.

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Cloud Computing: Amazon Web Services (AWS)

Build and Scale Your Business on Amazon

W-Systems offers reliable, scalable, and inexpensive cloud computing services including app hosting, storage, analytics, or security and compliance services. Our partnership with Amazon Web Services (AWS) allows you to run your software on a secure and scalable platform that is engineered to meet the needs of any organization.

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Featured Customers


The W-Systems team was very responsive to us and helped us distill what we wanted. As the system was implemented, its flexibility allowed us to move ahead faster. W-Systems’s extensive knowledge of the banking industry hastened the development time and brought industry best practices to the process. We didn’t have to reinvent the wheel.
Peter Pelham Executive VP, Bank of Marin

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