Financial Services
Salesforce Telephony Integrations for Financial Services
Give your clients and sales leads the experience they deserve. Manage all calls within Salesforce and ensure your data is kept in one place.
Why financial services organizations choose Mirage
Win more customers
With all calls and call data managed in your CRM, you’ll know your customers better than ever before. Make data-driven decisions that will turn the needle and close more deals.
Protect your customer data
Your customer’s personal and financial data is precious. With Mirage you’re reducing the chance of data leaks or misuse by housing it all within your CRM.
Be more compliant
We ensure all calls and call recordings are managed in line with financial and data privacy regulations.