360° view
Master the act of balancing hyper-digitization and personalized customer relationships.
While financial services modernize the architecture and create contactless transactions, they also need to build personalization and client relationships to eliminate trust inequality. Salesforce Financial Services Cloud (FSC) can help wealth management, insurance, and banking industries balance digitization and personalization.
Focus on customers
Re-define business processes and map the existing data model with Salesforce FSC data model to improve lead nurturing and conversions and successfully onboard them.
Prepare for the future
Re-design your platform architecture to make it modular, secure, scalable, and flexible. Choose a platform that aligns with your business strategies and vision of the future.
Create integrated experiences
Integrate apps such as Orion, nCino, Tamarac, eMoney with Salesforce FSC to create a 360-degree view of a customer profile that allows financial services companies to provide a better experience to customers and manage assets efficiently.
Go modern
Migrate your existing applications from legacy systems to Salesforce FSC to break down silos and provide a seamless experience to customers.
Ensure seamless onboarding
Leverage Salesforce FSC to manage client onboarding process, eliminate friction, and deepen your engagement with them.
Personalize experiences
Leverage analytics and AI/ML capabilities to analyze customer data and offer insights to help financial service providers deliver better services to customers.
Wealth advisors
Leverage the Salesforce FSC solutions to reduce administrative tasks and build a meaningful relationship with investors. Provide personalized advice and improve the wealth advisors’ productivity with smart customer engagement tools.
Insurance
Build a trustworthy relationship with customers by proactively engaging with them and building a 1-to-1 journey with them.
Banking
Create a seamless, connected experience for customers and grow the wallet share by connecting all the communication channels and lines of business.
Salesforce suite – FSC
The Salesforce Financial Services Cloud offers a 360-degree view of the existing opportunities, held away and managed assets, and delivers key customer insights to financial services.
- End-to-end automation of work order assignment and execution that helped Penumbra ensure easier audit and compliance, centralized data repository, greater inventory visibility, and transparent information flow between field sales & back-office.
- Deployed best-of-the-breed tools for a premier wealth management firm to provide efficient and seamless service with a focus on customer relationships, powered by Salesforce Financial Services Cloud and Orion Connect.
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- We developed a single end-to-end iPad-based solution that allows AMRs First Responders to collect information, lookup and refer medical records, find recommended treatments, and submit their field reports.
- We created a responsive web-based platform to give the Beauty Entourage team the ability to view and manage the business in real-time, from client bookings to artist schedules, billing, and feedback in one dashboard.
- To provide retail store staff with the latest information - on products, layouts, trends, and offers - required to best assist customers, Microsoft selected us to develop a mobility solution for store staff.
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- We built the Perfect Match™ platform for Ever After, bringing together wedding planning, event logistics, travel and honeymoon destinations onto one platform as a marketplace for all vendors.
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- We developed a unified provisioning application on Salesforce for Zenefits. This system streamlined assignment, management, tracking and reporting of all provisioning activities for client onboarding.
