FINANCIAL SERVICES

Whether you’re a bank, insurance provider or wealth management company, we have experience helping companies in the financial services industry enhance the customer experience and drive lifetime loyalty with Salesforce. If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go.

Financial Services Cloud is designed specifically for banks, wealth managers, and insurance companies and gives you access to prebuilt applications with user experiences, automation, and integration designed based on industry best practices. With Financial Services Cloud, you can improve efficiency and reduce risk by automating data collection, document generation, and workflows. Easily connect financial, transaction, and CRM data using a range of prebuilt-to-custom accelerators.

‍Financial Services Cloud Einstein 1 Edition gives you everything you need to grow revenue and scale service in Banking, Wealth, and Insurance —  including Data Cloud and Financial Services Cloud Intelligence.

Financial Services companies have to be at the top of the game when it comes to customer service. Trust is the most important part of the equation, and being able to support customers quickly and efficiently helps build that trust. With Service Cloud for Financial Services, you have access to AI-powered tools that can help you improve customer service through automation and self-service. Tools such as Agentforce Service Agents can help financial services companies automate manual tasks, increase agent productivity, increase case resolution times, and increase customer satisfaction.

‍In Action: We helped a student loan servicing company close 35 Salesforce support cases in just 14 days and provide comprehensive training sessions to demonstrate the value of Salesforce for our client’s internal users. With Service Cloud, our client has been able to reduce costs and deflect cases by helping customers help themselves with Knowledge Articles built in Service Cloud.

From Client Experience Portals to out-of-the-box solutions for end-to-end onboarding, Salesforce helps financial services providers enhance the onboarding experience for customers, internal users, and IT. With Experience Cloud you can quickly launch data-powered sites, portals, and apps, connected across the customer journey.

‍In Action: We helped a financial services provider create a custom Experience Cloud site for vendors. Vendors can now easily purchase products and sign up for events by visiting the Experience Cloud site. We also created a custom coupon management system that allows members and vendors to receive product and event discounts with ease. Our client can grow their revenue with confidence knowing that both members and vendors can effortlessly make a purchase online and will automatically receive any discounts with our custom coupon management system. 

Salesforce Data Cloud for Financial Services allows you to unify all your financial data on Salesforce without building complex data pipelines, easily take action on all your data in Financial Services Cloud, and enable AI solutions powered by your data. Data Cloud allows you to ingest virtually any data source, such as transaction and policy data systems. With Data Cloud you can unlock key metrics to improve decision making such as propensity to buy, Customer Lifetime Value, and Engagement Scores for each customer.

From transaction dispute management to AI-generated summaries, there are so many ways that companies in the financial services industry can benefit from adding AI right in the flow of work with Salesforce. Products such as Revenue Intelligence for Financial Services gives you access to predictive data for when customers are likely to churn so you can reduce churn rates by analyzing churn scores. Answer your customers’ questions 24/7 with autonomous Agentforce Services Agents that can resolve cases across self-service portals and messaging channels like WhatsApp, Apple Messages for Business, Facebook Messenger, and SMS.