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Building Trust for Every Financial Decision With Salesforce Financial Cloud

Damco’s Salesforce Financial Services Cloud implementation enables financial firms to leverage an integrated ecosystem for delivering personalized advice to clients and help them achieve their financial goals. Catering to their specific needs, we help businesses leverage Financial Services Cloud for developing and employing data-driven business models through automated workflows and processes. By integrating AI into various business processes, we enable organizations to generate deeper customer insights, identify new opportunities, and strategize future products and services.

Our Salesforce Financial Services Cloud services empower Wealth & Investment Advisors, Banking & Finance Institutions, Loan & Mortgage Companies, and Insurance Agents & Enterprises to build stronger and long-lasting relationships with their customers.

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Our Salesforce Financial Cloud Services

Financial Cloud Consulting

Damco’s Salesforce Financial Cloud consultants comprehend the distinct business goals of their clients and build go-to-market strategies, prepare a roadmap, and recommend the best approach for secure, regulatory-compliant implementation. Powering up diverse lines of businesses across channels, our Salesforce Financial Services Cloud mortgage/insurance experts assist enterprises in maximizing their investments with rich transformational experiences.

Financial Cloud Implementation

Our Salesforce Financial Cloud experts drive staff productivity and performance by streamlining crucial business management workflows and processes and automating redundant tasks. With extensive industry expertise and a proven track record in eradicating roadblocks in the deployment life cycle, we allow financial firms to serve their customers faster and better through robust, scalable, and secure Salesforce Financial Cloud implementation services.

Financial Cloud Customization

We deliver vertical-specific development and customization services to financial companies. Our technical capabilities include extension of cloud functionality through customized features, dashboards, and reports, and development of Salesforce Financial Services Cloud solutions. We have a strong presence in the Salesforce marketplace and our Financial Services Cloud AppExchange product, LoansNeo helps NBFCs manage their entire loan service operations effectively.

Financial Cloud Analytics

We push companies to acquire business intelligence with 360-degree visibility into the customer data by implementing Financial Cloud analytics. Our certified Salesforce Financial Services Cloud insurance/banking analysts configure and set up customized analytics dashboards to allow sorting and digging big data for creating visualizations and reports to gain intelligent insights.

Financial Cloud Integration

By connecting Financial Services Cloud with ancillary and core business systems, we equip businesses with a collaborative platform to help them reap the benefits of consolidated data. Besides seamless integration with Sales, Marketing, Service, and other systems, we also assist clients in migrating critical data to SFDC Financial Services Cloud from existing Salesforce native and third-party business applications. Our Financial Cloud integration services have enabled several financial firms to attain consistent performance across channels.

Financial Cloud QA

We render business-specific testing and quality assurance services to ensure that the deployed Financial Cloud instances are capable of meeting organizational goals and work as expected. Our Salesforce QA and testing experts validate each instance through rigorous testing procedures to make sure that the deliverables attained by our clients adhere to regulatory compliance and financial legalities. Our testing adeptness spans functional, manual, and automation testing with widely used tools and best practices.

Financial Cloud Support & Training

We support our clients with round-the-clock technical assistance and a troubleshooting help desk. From effortless user adoption to instilling expert understanding of basic functionalities like data exploration, dashboard interpretation, populating reports, and analyzing datasets among others, our training programs allow employees to reap the benefits of the integrated platform. With cross-functional support services, our teams let organizations build a disruption-free ecosystem.

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Why Damco?

Salesforce Crest (Gold) Partner:

We Are a Crest (Gold) Consulting Partner of Salesforce with core competencies offering a broad array of services through a global delivery model.

We Understand Customer Relationship Management:

We have been delivering comprehensive, responsive on-premise and cloud CRM application support, managed services, and consulting for around 20 years. Our longstanding proficiency with the most popular commercial CRM software technologies translates well into the Salesforce landscape which includes consulting services and product customization portfolio spanned across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Pardot, Field Service Lightning, Einstein Analytics, and MuleSoft.

We understand Your Industry:

We have strong expertise in driving digital transition through Salesforce services across 15+ industries including Insurance, Financial Services including Fintech, Retail, Manufacturing, Real Estate, Non-Profit, Professional Services, Healthcare, Logistics, Education, Technology Services and more.

Our Services Are Proven and Trusted:

Our industry standards and deep expertise have earned us the trust and loyalty of more than 80 organizations globally exclusively within our Salesforce Practice. We have built a reputation as a trusted partner that helps customers maintain, secure, and expand stable systems through periods of organizational growth, course correction, or turbulence.

But We Are More Than Just Salesforce Experts:

We understand how CRM should fit into your enterprise-wide strategic roadmap, and our practice combines deep Salesforce expertise with extensive business and process acumen. Apart from resolving system issues and recommending solutions, we co-create accelerators to achieve business objectives in ways that Salesforce-only service firms cannot match.

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Success Stories

A Leading Manufacturer Transformed Its Field Sales Operations Through Robust Integration of Its SAP System with Salesforce CRM

A Leading Manufacturer Transformed Its Order and Inventory Management Through ERP Integration with Salesforce

Largest Health Care Service Provider Migrates to Salesforce Lightning to Achieve 70% Improvement in Sales Team Productivity

Leading Promotion Products Supplier Transforms Customer Support Through Salesforce

Japanese Manufacturer Achieved Shorter Sales Cycle and Maximized Deal Size Through Implementation of Salesforce Sales Cloud and CPQ

A Leading Health Insurance Provider Improved Its Sales Revenue Through A Custom Salesforce Implementation

A Leading P&C Insurer Improves Its Agent Productivity By 40% By Implementing Salesforce Financial Service Cloud

A Renowned Financial Services Analytics Company Simplify Sales Process and Customer Satisfaction with Salesforce CRM Implementation

A Leading Auto Finance Company Improved Operational Efficiency and Customer Satisfaction With Salesforce Implementation

A Large Wealth Management Company Implements Salesforce to Improve Advisor Productivity & Client Satisfaction

A Leading Manufacturing Company Leverages Customized Salesforce® Solution to Improve Partner Operations Efficiency by 40%

Leading NBFC “Ambit Finvest” Redefines Its Field Sales and Loan Origination Operations With Custom Salesforce CRM Solution

A Prominent Healthcare Services Provider Maximizes Efficiency and Improves Customer Experience with Salesforce®

Frequently Asked Questions

With Salesforce Financial Cloud, you can connect various banking systems, channels, and employees and create a collaborative environment for bolstered productivity and transparency. By implementing Analytics to the system, you can also make the Salesforce Financial Services Cloud Banking model deliver personalized and consistent experiences to your customers which will boost customer loyalty, retention, and acquisition.

Salesforce Financial Services Cloud Insurance instance is exclusively designed for insurance agents and companies under this vertical. A range of tools offered by the Salesforce Financial Services Cloud Insurance instance helps you personalize communications with your customers across devices, streamline your service requests received through emails, websites, social media channels, and call centers, and discover new opportunities from a single platform.

Implementing the Salesforce Financial Services Cloud Mortgage data model will streamline your business processes. By connecting lenders, borrowers, brokers, and dealers through a single platform, the Salesforce Financial Services Cloud Mortgage model keepsthe entire lending process life cycle transparent, accelerating your business performance.

Financial Cloud solutions are Salesforce-powered accelerators that help financial companies, including banks, insurance firms, mortgage, and moneylenders, etc. to augment their operational efficiencies and improve customer engagement. Tons of such solutions are available on the Salesforce marketplace, AppExchange, and some of them can also be customized to outfit your business needs.