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 provide business critical insights whilst keeping your safe, safe.
Financial Services challenges
Understanding financial journeys
Knowing what stage customers are in their life journey and match a financial product accordingly. Segmenting groups of customers to provide relevant information on investment options using the communication channels customers prefer.
Data security & compliance
Customers and partners place high-levels of trust in your company to maintain their sensitive data. Keeping your client's trust and staying compliant with regulatory requirements and requires a robust infrastructure, with constant development to stay ahead of emerging threats.
Disconnected data & departments
Navigating between multiple systems to capture personalised data takes time. Running reports to recognise revenue generation opportunities becomes more complex due to inconsistent data.
Industry Solutions
360 degree customer view
Empower your staff to give highly personalised 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.
Personalised 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 programmes. Ascertain and optimise 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
Experienced in Financial Services
We’ve helped many Financial Services businesses streamline their client engagement and optimise customer services through a unified solution. Learn more about our most recent projects.
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