###### **For banking, financial services & insurance — South East Asia**

# Your relationship managers know your customers. The data they need is somewhere else. _SugarAI connects it._

SugarAI gives your teams a single, real-time view of every customer, product, and interaction — so they can prioritise the right relationships and stay compliant without switching systems.

Trusted by ESAF Small Finance Bank and financial institutions across South East Asia and India

### See how SugarAI works for financial services teams

### Last step

Company Size1 - 10 employees11 - 50 employees51 - 100 employees101 - 250 employees251 - 500 employees501 - 1,000 employees1,001 - 2,500 employees2,501 - 5,000 employees5,001 - 10,000 employees10,000+ employees

IndustryConstructionDistributionFinancial ServicesHealthcareInsuranceManufacturingRetailSoftware / TechnologyWholesaleOther

How did you hear about us?Search (e.g. Google, Bing, etc.)Someone mentioned or recommended youI’ve used your products beforeI found you via post on a blog, LinkedIn, a video on YouTube...At an event (Webinar, Trade Show...)AI tool like ChatGPT, Perplexity, Claude...Through a consultant, agency, reseller, implementation partnerI already knew about youOther

Primary product interestSales AutomationRevenue IntelligenceMarketing AutomationCustomer ServiceEntire Platform

Choose country…

Choose state…AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

### SugarAI Works Just Like a Financial Services CRM

#### 9M+

customers at ESAF Bank alone

#### **15+**

**systems integrated at ESAF**

#### 94%

customer satisfaction

#### 120+

countries

###### **Financial institutions across South East Asia and India that trust SugarAI**

###### Why your CRM isn't keeping up with your customers

## Your customers expect a seamless experience. Your systems weren't built to deliver one.

Financial services institutions across South East Asia and India are managing more customers across more products, channels, and regulations than ever. The problem is rarely the people — it's the disconnected data they're working from.

##### Your relationship managers are working from an incomplete picture

Customer data lives in core banking, loan origination, policy systems, and a CRM that doesn't connect them. RMs log into multiple systems to answer a single customer question — and still miss the full story.

##### Compliance is a manual process when it should be an automated one

KYC, AML, and audit trail requirements managed across disconnected tools slow teams down and leave gaps in the record. In a region where regulations are tightening, manual compliance is a risk your institution can't afford.

##### Your CRM isn't the problem. The way it connects — or doesn't — is.

When the CRM isn't connected to the systems your teams actually work in, adoption drops and data quality deteriorates. Your forecasts, your service records, and your compliance reports are only as good as what gets logged.

###### WHAT CHANGES WITH SUGARAI

## Know your customers. Grow your sales.

Every number comes from verified SugarAI customer data.

### 44%
**Sales goal exceeded – Creative Foam**

Full pipeline visibility and ERP data in one place. The team closed ahead of target without adding headcount.

### 3×
**Sales-call activity, no headcount added**

AI-suggested next steps mean reps spend time selling – not prepping or logging.

### 5%
**Aftermarket parts revenue lift – Sun State**

ERP-connected reorder signals surface automatically – spot expansion opportunities before competitors do.

###### HOW SUGARAI COMPARES

## **Chosen by financial services teams for its simplicity, flexibility, and total cost of ownership**

**Salesforce Financial Services Cloud starts at $325 per user per month. Agentforce adds $750 per user per month. SugarAI offers transparent pricing, flexible deployment, and a lower total cost of ownership — with the same enterprise-grade compliance and integration depth.**

##### Customer Experience Comparison:

- **Salesforce**: 82%
- **SugarAI**: 94%

#### **Customer story**

## **One of India's fastest-growing small finance banks chose SugarAI to serve 9 million customers.**

## **"A digitally connected, customer focused bank"**

**ESAF Small Finance Bank selected SugarAI as the central engine for its StratoNeXt digital transformation — unifying customer data, streamlining service, and enabling compliance across 787 branches and 26 Indian states.**

##### 15+ systems. One customer view.

**SugarAI integrates with more than 15 of ESAF Bank's internal systems — core banking, loan origination, digital onboarding, contact centre, and marketing — giving every team a real-time, unified view of every customer relationship.**

### From kickoff to go-live. Faster than you'd expect.

**Every implementation includes a dedicated manager, flexible deployment options — on premises, cloud, or hybrid — and integration support across your core systems.**

###### FAQ

## Questions your IT, Compliance, and Finance teams will ask

###### **SOC 2 Type II**

###### **GDPR Compliant**

###### **On premises, cloud & hybrid deployment**

###### **No long-Term lock-in**

### SugarAI is a leading sales CRM for B2B growth. Join the move.