Optimized for Smarter Financial Operations
Empowering Financial Services for Greater Success.
In financial services, every second counts. Downtime, security threats, and inefficiencies don’t just disrupt operations—they impact your bottom line and client trust. You need technology that works seamlessly, protects sensitive data, and keeps you ahead of ever-changing regulations.
That’s where we come in. With decades of experience and a team of seasoned experts, our award-winning technology solutions are designed specifically for financial institutions, wealth management firms, and insurance providers. From advanced cybersecurity to specialized Microsoft and Salesforce services, tailored consulting, and cloud infrastructure, we provide the technology foundation you need to thrive.
Let Ascend Be Your Trusted Technology Partner
With Ascend, you can trust that your firm’s technology is secure, efficient, and built for the demands of the financial services industry. Whether it’s protecting sensitive data, optimizing operations, or ensuring compliance with industry regulations, we help you stay ahead in a competitive market.
Built for Financial Services
Your firm operates in a fast-paced, highly regulated environment—your technology should keep up. We specialize in financial services solutions, ensuring your systems are compliant, seamlessly integrated with industry-specific software, and designed to support long-term growth.
Reliable Technology, Zero Headaches
From secure cloud solutions to Salesforce optimization and 24/7 support, we keep your technology running smoothly so you can focus on serving clients without disruption.
Ironclad Security for Financial Data
Cyber threats are evolving—so are we. Our advanced security solutions, including threat detection, encryption, and strict access controls, protect your sensitive financial data and keep your firm compliant.
Scalable Solutions for Growth
As your financial firm expands, your technology should keep pace. We provide flexible, scalable solutions that support new users, cloud migrations, Salesforce enhancements, and infrastructure upgrades—without disruption.
Compliance Made Simple
Staying compliant with regulations like Sarbanes-Oxley and Gramm-Leach-Bliley is critical. We ensure your technology meets industry standards, keeping your firm secure and audit-ready.
Technology That Drives Success
Beyond managing infrastructure, we offer strategic technology consulting to help you leverage technology for greater efficiency and profitability. Our team collaborates with you to identify opportunities for process automation, streamlined workflows, and implementing advanced tools that enhance your firm’s performance.
Discover How Ascend Can Transform Your Financial Institution
Wealth Management
Streamline operations and enhance client-advisor relationships with digital tools, automation, and data-driven insights. Deliver personalized experiences while optimizing portfolio management and regulatory compliance.
Banking
Automate banking workflows, enhance security, and improve operational efficiency to drive smarter decision-making. Strengthen customer relationships with seamless, digitally driven experiences.
Payment Provider Excels with Salesforce Service Cloud Migration
Ascend transitions payment provider from an on-premise system to the cloud, enabling enhanced customer service and scalable growth.
Banking | Iowa | 500-1000 Employees
Elevating Compliance & Communication With Vonage Integration
Ascend seamlessly integrated Salesforce and Vonage, ensuring all client interactions are tracked and easily accessible. This integration not only streamlines communication but also empowers leadership with robust tools for compliance audits, demonstrating our proficiency with top-tier solutions.
Wealth Management | Illinois | 50-200 Employees
Discover the Power of Salesforce
Discover how Salesforce empowers financial services with smarter processes, stronger relationships, and data-driven insights.
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Financial Services Cloud
Financial Services Cloud empowers financial firms with a 360-degree client view, automated workflows, and AI-driven insights. It streamlines operations, enhances engagement, and ensures compliance—helping you deliver smarter, more personalized financial services.
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Sales Cloud
Sales Cloud helps financial institutions accelerate deal cycles with AI-driven insights, pipeline visibility, and automated client management. It enhances sales performance while improving client engagement.
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Service Cloud
Service Cloud enables financial firms to deliver seamless, compliant customer support with case automation, AI-driven assistance, and omnichannel engagement. It improves client satisfaction while ensuring regulatory adherence.
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Experience Cloud
Experience Cloud creates secure, personalized portals for clients, advisors, and partners to enhance collaboration. It provides self-service access to financial data, documents, and support.
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Marketing Cloud
Marketing Cloud drives client engagement through data-driven, automated campaigns across email, mobile, and social channels. It personalizes outreach to strengthen relationships and drive financial growth.
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Account Engagement
Account Engagement aligns marketing and sales with AI-powered lead scoring, automation, and analytics. It nurtures prospects efficiently while ensuring compliance with financial regulations.
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Agentforce
Agentforce helps financial firms manage advisors with streamlined onboarding, compliance tracking, and performance insights. Boost productivity, enhance client interactions, and ensure regulatory adherence with automated workflows.
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CRM Analytics
CRM Analytics provides real-time financial insights with AI-powered dashboards and predictive analytics. It enhances decision-making with deep data visualization and trend forecasting.
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Shield
Shield protects sensitive financial data with encryption, audit trails, and event monitoring. It ensures compliance with industry regulations while mitigating security risks.
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Running on Microsoft Software? Gain Comprehensive Security with Ascend Defend
Unlock the full potential of your investment with Ascend Defend, our comprehensive security package. Many of Microsoft’s security features are already built into your licensing, and with our expert team, we help you activate, manage, and monitor them to ensure you’re getting the most out of what you’re already paying for.
With our 24/7 managed service, you’ll have peace of mind knowing your systems are protected and optimized. Watch our on-demand webinar to see how we make the most of Microsoft’s powerful security tools!
Frequently Asked Questions
How does Ascend provide customized solutions for financial services firms?
Our team of experts have years of experience in the financial services profession and are knowledgeable in the latest technologies, so they can create a customized solution tailored to the needs of your firm.
How do I get started with Ascend?
Getting started with Ascend is easy. Just contact us to set up a consultation, and our team of specialists will work with you to create a customized solution tailored to your firm.
What kind of support do you offer?
Our team of experienced professionals will provide you with ongoing maintenance, database management, and support for your systems, as well as any additional services you may need.
Embrace Technology & Unlock Your Firm’s Full Potential!
Contact us today to learn how Ascend can support your financial firm’s technology, security, and operational needs. Together, we can drive growth, enhance efficiency, and deliver exceptional service to your clients.
