XLR8 / Concenter Services

Many businesses today describe their CRM as the “lifeline” to effectiveness in providing the highest level of service to their clients. This is especially true in Financial Services where the CRM is the “hub” – integrating client data with other systems. We have partnered with Salesforce to create XLR8, the ideal CRM for Financial Advisors. XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.