Financial Services

Drive More Revenue with a Sales Engagement Platform Your Team will Love to Use

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

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

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

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

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“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.

New! Groove for Salesforce Financial Services Cloud

Introducing the first sales engagement 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