Sales Acceleration for the Banking Industry

  • Delight customers, increase wallet share and drive client retention
  • Increase relationship managers productivity by 45% or more
  • Automate time-consuming tasks
  • Update Salesforce without leaving your email
  • Collaborate with teammates and managers

Groove is the sales engagement platform of choice
for enterprise financial services companies

Capital One Logo
BBVA USA Logo
Enterprise Bank & Trust
Kiva
Boston Private Wealth Management, Trust, and Private Banking

Groove is the first sales engagement platform that has been tailored to meet the specific needs of the financial services industry. Banks and wealth management advisors can quickly realize time-to-value, without a heavy lift from their IT team. Groove’s unique architecture is also highly secure and ensures that sensitive client data is never stored outside of Salesforce.

“With Groove, our sales teams can access real-time account history and update Salesforce without leaving their inboxes, which saves them time and increases their effectiveness.”

Jason Shinn CIO
Groove Sales Engagement Platform for Financial Services

Groove Sales Engagement Platform

Groove enables financial services organizations to automate time-consuming tasks so revenue teams can spend more time building lasting relationships and generating revenue.

  • Track Emails, Calls, Meetings, and Activities
  • Automate Meeting Scheduling
  • Auto-Dial and Log Calls to Salesforce
  • Send Multi-Touch, Multi-Channel Campaigns
  • Standardize Email and Call Scripts; Guide Selling
  • Streamline Workflows and Prioritize Tasks
  • Search and Update Salesforce from your Inbox
  • Research on LinkedIn from your Inbox
  • Real-Time Visibility into Activities, Accounts, and Pipeline Health

“Groove has changed my business! Anyone in sales knows that logging information is the last thing that we are worried about. Groove has allowed me to become so much more productive during my day.”

Whitney Linder VP of Commercial Card

Why Choose Groove?

Easy to Use

Give relationship managers 20% of their time back to use for higher-value activities.

Easy to Manage

Reduce administrative overhead by 90% with Groove’s native Salesforce integration.

Built for Teams

Align cross-functional workflows and drive more revenue with a platform users will love.