Financial Services Solutions

A 360-degree platform giving you full visibility of your customer information

Financial institutions have an abundance of data within the business. Often, the challenge is how to best gather, store and manage the data to derive the greatest value from it.

Format14CRM’s financial services solutions help financial clients get greater visibility with a 360-degree view of their customer data. This allows relationship and customer managers to better serve their customers with a deeper insight into their entire lifecycle.  Being able to access the relevant customer data at the exact moment of customer engagement helps our clients deliver a more professional and effective service as well as promote more relevant products to customers when they need it.

Format14CRM’s Financial Services solutions gives you:


360-degree visibility of your customer data


Legacy system integration for continuity of service


Greater insight of customer data across the business

About our Financial Services Solutions

The Financial Services solutions cater perfectly to established energy suppliers and new market entrants.

Integrated CRM

Built on SugarCRM, get a 360-degree view of your customers giving you full insight into their lifetime journey with you.

Customer service portal

Gives your customers access to manage their account online.

Website framework

A simple-to-use CMS with all the building blocks required to create a powerful, engaging customer website. 

Why choose Format14CRM’s Financial Services solutions?

The Financial Services solutions are designed as easy-to-use and highly customisable platforms that serve both existing financial services organisations and new market entrants.

Organisations that are new to the financial sector are presented with a complete business platform in a box. 

Existing suppliers can select modules as needed or implement the full suite to drive their business forward into the future with integration with legacy systems keeping costs and time hassles to a minimum.

Format14CRM offers all our clients a fully managed service that removes the hassle of keeping up to date with industry changes, including regulatory updates. 

Beyond all the functionality and flexibility that the Financial Services solution offers, the most significant benefit of bringing Format14CRM onboard is knowing that the platform has been developed and supported by highly experienced innovators within the financial sector.

Our forward-looking approach ensures that all regulatory and functional changes are proactively anticipated and managed and that there are continual product enhancements to take your business into the future.


Transforming Industries

Energy Sector

Our Energy Services Platform leads the way in next-generation modular technology to build successful customer engagement.

With elegantly designed sign-up journeys for both digital and non-digital acquisitions, a framework to manage your digital presence and a fully managed data integration broker, all the technology you need to engage, acquire, maintain and retain your customers is delivered in a single easy to own platform.

Public Sector

Format14CRM’s government solutions deliver highly secure and accessible case management for government agencies. The inbuilt security, compliance and auditing features which allow governments to easily administer the complete lifecycle in one platform.

  • People & Case management
  • Correspondence
  • Engagement management
  • Management Information & analytics

Financial Services

Format14CRM’s financial services solutions let our clients gain greater visibility of all their customer information in a 360-degree platform for financial services.

The platform allows relationship and customer managers to serve their customers with better insight into the entire customer lifecycle. Legacy systems are integrated into the new platform seamlessly reducing downtime and interruption.