A re-engineered CRM replacing spreadsheets and siloed tools with a single Salesforce workspace
BG Advisors is an international introducing broker that serves high-risk, multi-currency and crypto clients.
- BG Advisors centralises client, intermediary and supplier information in Salesforce, giving every team a complete 360-degree view.
- Discovery workshops with Comnexa translate sector best practice into tailored workflows that fit the firm’s high-risk banking needs.
- Custom page layouts and editable data lists let staff adapt screens on their own, removing reliance on external IT changes.
- Advanced filters match customer requirements to the right suppliers in minutes, eliminating time-zone delays for the globally distributed team.
- Unified dashboards and automated processes have lifted response speed for client and supplier enquiries by 35%.
- Ongoing training from Comnexa equips BG Advisors to refine the platform continually and sustain operational 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.
