Serving You With Deep Business Expertise
We specialize in industry expertise financial domain services 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.
Together we bridge the gap between Finance and Technology, combining the successful balance between in-depth industry knowledge and Salesforce digital transformation expertise.
We are a registered Salesforce premier IT and consulting services company with a culture of customer focused innovation.
Our Experience
- 20+ years of experience with Financial Institutions
- Long-term relationships with industry players
- 200+ Consultants Network
Challenges We Solve
Our Promise to You
- Increase employee productivity and accelerate time to value with industry specific objects, permission sets, and user interfaces
- Consolidate and customize customer view to empower administrators to manage duplicate records easily
- Give visibility into customers’ financial accounts and holdings, enabling delivering relevant products & services for their needs.
- Manage customer engagements consistently and collaboratively with automated and compliant task orchestration.
- Improve customer feedback with targeted survey questions and five free survey creator licenses
- Make the bridge between data & insights faster with prebuilt, financial services-specific analytics and AI for segmenting books of business.
Clients
Our Promise: Deliver Real Solutions
