Salesforce Financial Services Cloud
Financial industry services
We have developed solutions for Goal Planning, Tracking, Wealth Simulations, Portfolio Rebalancing, Risk Profile for Wealth Management firms on Salesforce Financial Services Cloud.
Our service portfolio includes:
Connected client vision and solution architecture
We define the vision for Connected Clients using Salesforce Financial Services Cloud and give you a roadmap for that. We define system roles and identify the right licensing model.
The deliverables include:
- To Be Processes Marketing, Sales, Service and Advisory
- To Be System Architecture to lay out Salesforce Financial Services Cloud in the context of other systems and define Salesforce design to maximize the use of out of the box Salesforce functions.
- Requirements to define the system capabilities to be built to support the future processes.
- Clickable Prototypes for getting early user feedbacks before customization.
- Integration specifications for systems and process integrations (including 3rd party systems and social platform.
- Personalization and Customization specifications
Ready to build a solution on the Financial services cloud? Contact us for a free consultation.
Our services
Build solution on salesforce financial services cloud
We provide the best Salesforce Financial solution, along with the best in-class services in the Financial domain. FINACAST on Salesforce Financial cloud platform that helps the clients with their goals planning and simulations.
Client 360
Creating a 360-degree view of your client by system integration for Salesforce and core systems.
Marketing Automation
Personalized marketing outreach through Email, Text, Social Media and Calls through Marketing Cloud implementation.
Sales Automation
Customizing Salesforce Sales Cloud to track your leads through conversion funnel through personalized targeted approach.
Salesforce Financial Services Cloud
Client Self Service Portal
Build branded portal with self service planning and tracking features for your clients.
Service Automation
Creating customized Service Console, Workflows and Communication to proactively reach out to clients.
Financial Account Aggregation
Bring visibility to data from all of your client’s financial accounts into your system through Yodlee.
Financial Planning Features
Adding key financial planning features like Risk Profile, Portfolio Rebalancing, Goal Planning, Goal Tracking, Simulations to your CRM
Success Stories
Community Cloud Based Financial Planning Portal
Financial Advisors on salesforce.com CRM often use 2 or more systems to get the holistic view of their client's banking and investment assets, planning, alerts, and
+ Read more
Salesforce.com to Microsoft Dynamics migration
The client is one of the largest banks in the US. The client uses Salesforce for its Wealth Management division. The client decided to migrate to on-premise Microsoft [...]
+ Read moreReady to get Started with your Salesforce Financial Services cloud?
Contact us for a FREE consultation on anything related to Wealth Management soutions.