Financial Services

Exceeding customer expectations, maintaining compliance, delivering new revenue models & sources all post complex challenges for Financial Services businesses, especially during these increasingly turbulent times. From the first cent to the millionth dollar invested, your Salesforce® platform provides business critical insights whilst keeping your safe, safe.

Industry Solutions

360 degree customer view

Empower your staff to give highly personalized advice in a timely manner across communication channels, by truly understanding your customers through integration with Einstein® analytics. Track and share interactions to effectively manage the support and sales processes.

Staff management & compliance

Ensure compliance with financial service regulators to provide accurate staff certifications and individual statuses. Generate governance and regulatory maps on demand and link employee records to eLearning tracking.

Unified data

Automatically collect customer data from multiple sources to improve data quality and reduce human error. API integration facilitates insights into detailed records, as well as high-level report generation for sales forecasting.

Personalized marketing automation

Create more effective and tailored marketing campaigns based on data. Use customer journeys to segment audiences based on their interactions and deliver relevant financial product offers using marketing tools such as Pardot®.

On demand training and eLearning with Appinium

Based on compliance requirements, create, deliver, and report on company-wide eLearning programs. Ascertain and optimize future training and development to achieve company and employee objectives. Monitor and develop individual progress reports to use in discussions for the annual performance appraisal.

Integrated accounting solutions

Financial and general ledger data reduce the risk of inaccurate billing, maintaining a high level of trust and customer satisfaction. We have partnered with Salesforce accounting & general ledger solution providers to offer clients simple to use, integrated accounting tools.

Learn more about Accounting Seed

What are your options?

If you are taking your first steps with Salesforce, or evolving your existing platform, our experts can match your needs with either full-service consulting and delivery projects, staff augmentation or support. Click to find out more.

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Experienced in Financial Services

We’ve helped many Financial Services businesses streamline their client engagement and optimize customer services through a unified solution. Learn more about our most recent projects.

Find the right solution for your business

Kickstart your next Salesforce project with an award-winning Salesforce partner. Complete the form and one of our consultants will get back to you. No matter your size, industry or requirements, we have the expertise and experience to help you achieve your goals.

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