Financial Services Cloud
We help you maximise your investment in Financial Services Cloud
Our team of expertise combined with our industry Knowledge is a great combination for the best ROI on your Salesforce Financial Services Cloud investment.
How we can help us with your Implementation?
- Financial Services Data Model and Console
- Business Process Flows
- Person and Business Accounts
- Cases and Alerts
- Intelligent Needs-Based Referrals
- Financial Accounts and Rollups
- Relationship Builder and Map
- Action Plans
- Surveys for Financial Services Cloud
- Customer Portals
- Einstein Bots for Financial Services Cloud
- Salesforce Shield
- Einstein Analytics for Financial Services Cloud
Serving You With Deep Business Expertise
We specialize in precise financial services domains to serve our clients with deep business expertise.
Corporate Investment Banking
As Corporate Banks are keen to improve operational efficiency, cut costs and create innovative and technologic partnerships, some specific Salesforce solutions can attract attention and interest.
Wealth Management
As Wealth Management firms are keen to improve operational efficiency, cut costs and create innovative and technologic partnerships, some specific Salesforce solutions can attract attention and interest.
Retail Banking / Credit Union
As Retail Banks are keen to improve operational efficiency, cut costs and create innovative and technologic partnerships, some specific Salesforce solutions can attract attention and interest.
Insurance
Client Satisfaction and Sales are the 2 multidimensional focus of insurers: they relate to costs, retention, revenue, product development, marketing etc.
