The Sygnia Group is a specialist financial services group focused on the provision of multi-management, index-tracking and administration solutions. They offer a wide array of financial services to a substantial and diversified client base that includes pension funds, financial institutions, foundations, and individuals.

South Africa
Financial Services

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Helping Sygnia Unite Teams Around Their Customers


We partnered with Sygnia company to improve their business using Salesforce Customer 360. By implementing Salesforce Sales Cloud and Service Cloud, we helped Sygnia streamline customer service, incorporate call logging and case creation, and utilise Salesforce reports and dashboards for improved query response and analytics. 

“I can truly say that they went above and beyond to ensure that we were satisfied with our Salesforce Service Cloud implementation. I highly recommend CloudSmiths and look forward to our future engagements with them.”– Emile Bester, Head of Retail Service Operations at Sygnia Asset Management

They recognised the need for improved customer service and chose Customer 360 as a path to distinguish their company, with the solution allowing them to focus on the customer and provide a single source of truth. Customer 360 provided them with an integrated platform, united their teams, and increased productivity by offering a shared view of customers, empowering employees, and enabling faster time to resolve inquiries. 

The collaboration resulted in a successful Salesforce Service Cloud implementation within six months, delivering an optimised cybersecurity experience and improved operational efficiencies. The outcomes included increased first-contact resolution, standardised client communication, improved SLA adherence, and an enhanced client experience. We continue to support them and expand the Customer 360 implementation across all business and functional units.


Salesforce Customer 360

Salesforce Sales Cloud

Salesforce Service Cloud

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