Cookies help us improve our web content and deliver a personalized experience. By using this website, you agree to our use of cookies.

VRP Expertise with Salesforce
for Financial Services

There are many different sectors of the financial world, but one thing is true about them all: customers want access to their portfolios, money, and all other aspects of their accounts. You want to do everything you can to deliver this to your customers, no matter what they are looking for.

In the banking industry, in order to remain competitive, you need to do everything you can in order to stand out and provide the best customer service possible. It can be very difficult to do this on your own without the right kind of program in place. Without something like that, you run the risk of failing in the market. Salesforce is the program you have been looking for and the insurance you need to effectively compete in the market.

Create a Digital Experience That Is Unmatched in the Market
In the retail banking space, you need to stand out. The way to do that is by breaking the status quo that all other banks in the retail space utilize. Customers in this space are looking for a digital experience. VRP Consulting Solutions can help in a variety of ways:
  • Creating a digital experience that matches what they would get with an in-person interaction with a banker.
  • Developing ways for customers to get this interaction on a variety of devices.
  • Providing the 24/7 customer service that your customers are looking for.
Create a Centralized Location for Information That Is Unmatched in the Market
Your customers, in both the retail banking and mortgage banking space, are looking for instant access to information. You can create deeper relationships with your customers as well as brokers with something like this in place. In mortgage banking, your ultimate goal is to get the keys of a home into the buyer's hands as soon as possible. Salesforce Solutions by VRP Consulting can help you with this task by:
  • Providing information via instant access and in one location.
  • Ensuring that information can be viewed on any device so that brokers can get the information they need even when they are on the go.
  • Speeding up the process and helping customers become more satisfied with the results and the service provided.
Make Personalized Services Even Better
In the premier banking industry, in order to stand out from your competitors, you have to make sure that your personalized services are better than those of your competitors. It is not always easy to set the bar higher, especially when you do not have the right tools in place in order to get the job done. Financial Services Cloud implemented by VRP Consulting can help you accomplish this in a variety of ways including:
  • Providing you with the optics into their financial goals, extended networks, and household relationships so you can better serve them.
  • Showcasing services to help them reach their unique goals with your business.
  • Helping them to reach new milestones on their journey and even build a trusted relationship with them and their extended family as a result.
Develop More and Better Banking Solutions
In the business banking sector, it is important to be able to help your customers solve their problems along the way. Being able to expand your range of banking solutions for them can make all the difference. Instead of only getting to the basic issues they are having, you want to be able to get a complete picture so you can help meet all of their financial needs. Salesforce Solutions by VRP Consulting can help by:
  • Providing you with this complete view of your customers, both on a personal and business level.
  • Streamlining the process workflow that you currently have in place as well as your loan origination.
  • Showcasing all of the options that are available to your customers so they know what they can feasibly do.

Niels and his team are incredible to work with. He never sees a problem, he sees only an opportunity to create a new work-around. And he does! His knowledge and his passion for what he does makes him a joy to work with. And he's more than just another "computer guy," he becomes part of your team, learning your business and really understanding your needs. At the end of the day, you'll find that you've got a new creative mind on your side of the table who understands what you need and how to get the job done. Take a look at what he and VRP have to offer, you won't be disappointed!"

Lisa Van Dyne
Promotions Manager, Media Sales, AARP
Let's talk