Financial Services Cloud
With customization and implementation of Salesforce Finance Cloud, we help diverse FSI businesses and institutions achieve goals in automation, personalized experiences, regulatory compliance, and meaningful client journeys. Our notable experience in integrating the AI layer in existing processes helps clients gain next-level visibility into wealth and asset management.
Portfolio Management
Salesforce for financial services allows wealth advisors, relationship managers, and client associates gain a vantage view of the client portfolios. We enable portfolio managers to gain real-time access to critical insights and unparalleled visibility into the unique journey to amp up advising.
Database Integration
With custom implementation and faster legacy database migration, Salesforce stands amongst the best CRM solutions for financial advisors and organizations that enhance advisors’ productivity, automate routine processes, streamline client journeys, and surface key insights on accounts and portfolios. Our expertise in Salesforce App Development and Integrations automates data pipelines and encourages self-service.
AI-powered Analytics
Salesforce Einstein delivers AI-powered insights for wealth advisors, asset managers, and retail bankers. Our deep experience in financial workflows of banking and lending, capital markets, insurance, wealth, and asset management along with prowess in data analytics enables us to expand the Salesforce benefit.
Compliance Adherence
Salesforce Financial Services ensure that all data is hosted in a secure and industry-compliant cloud platform. Our consultants ensure that all the reporting, security, privacy, and auditing tools are configured as per business requirements. With a tailored approach towards Salesforce implementation for financial services, we promise client satisfaction and improved user experience.
Customer-centric Experiences
Following the industry’s digital imperative, we ensure financial institutions, advisors, and consultants leverage omni-channel engagement and automated processes that are flexible to fight the adversities. From capturing leads and generating quotes to issuing policies and managing transactions, with Salesforce CRM for financial services, organizations can capture all at a single cloud platform.
