CRM, Marketing Automation, and AI-Powered Investment Matching for a High-Growth Financial Services Platform

Africa Investments Limited connects global investors with high-value opportunities for investment, business, and trade across Africa through digital platforms and world-leading events.

  • Africa Investments Limited uses Salesforce to centralise data and create a Single Source of Truth for investment opportunities across Africa.
  • The platform automates investor-business matchmaking, ensuring high-quality, data-driven connections.
  • With rapid expansion and an increasing volume of deals, Salesforce enables Africa Investments Limited to scale seamlessly, improving efficiency and responsiveness.
  • Comnexa worked with Africa Investments Limited to migrate from a fragmented CRM setup to Salesforce, integrating AI-powered analytics to enhance deal sourcing and investor engagement.
  • Salesforce is fully integrated with the company’s investment database, allowing real-time tracking of deal flows, investor preferences, and transaction history.
  • Comnexa’s customer success team provides ongoing support, ensuring Africa Investments Limited continues to leverage the latest Salesforce innovations to drive investment growth.
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About Comnexa

For over a decade, our founders had used Salesforce within the businesses they worked at and witnessed first hand the success it can bring to an organisation. Comnexa was founded in 2016 with the ambition to help more businesses harness the power of Salesforce and drive sales, marketing, operational and administrative efficiencies. Today we are driving businesses forwards by putting Salesforce at the centre of their universe, helping them process and analyse key business data from a central source of truth and ultimately operate in a strategic and data driven manner.

We predominantly work with Financial and Professional Services businesses because this is what we know best. A number of our team started their careers in the financial services industry before training in Salesforce and so we understand the challenges faced by businesses and speak their language.

As we’ve grown and developed implementation experience, we have developed accelerators and project methodologies we can guarantee lead to success. Our experiences include working with businesses across several jurisdictions, time zones, and regulatory environments and for whom client data security is their top priority. We believe this means we can offer our clients a unique proposition and an efficient road to success.

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Quote Mark
Since we started with Comnexa, our customer network has grown by 30-40% annually, driven by automation and process efficiency. Salesforce is [now] absolutely integral to the business. [It] enabled us to refine our marketing strategies, focusing on measurable outcomes and targeted campaigns.

Rupert McCammon, Founder & Managing Director, Africa Investments Limited

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