Financial Services

Empower the Modern Seller

Accelerate sales productivity and build lasting relationships in a digital-first world.

Groove for Financial Services

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

Capital One Logo
Enterprise Bank & Trust
Wintrust Logo
Boston Private Wealth Management, Trust, and Private Banking

Groove is the first sales productivity platform that has been tailored to meet the specific needs of the financial services industry. Banks, insurance firms, 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 Productivity 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 users 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.

Groove’s Seismic integration is helping wealth advisors and relationship managers to increase productivity, strengthen relationships, and generate more revenue.

Groove for Salesforce Financial Services Cloud

Groove for Salesforce Financial Services Cloud

Introducing the first sales productivity platform for companies using Salesforce Financial Services Cloud

  • Deliver personalized advice across any channel or device, surfacing real-time CRM information in the Inbox
  • Instantly log emails, calls, SMS messages and LinkedIn correspondence to custom objects and industry-specific workflows
  • Automate multi-channel flows around loan disbursement programs, mortgage lending, and other common workflows
  • Get real-time visibility into activity levels and outcomes in Salesforce
  • Realize time-to-value quickly, without a heavy lift from your IT team

“I have been using Groove for over a year now AND LOVE IT! The 2,500 users I support love it too. It’s a great tool for anyone looking to integrate Salesforce and their email.”

Benjamin Walker Business Process Strategy Manager - VP, Retail Group

Ready to operate at peak performance?