Salesforce for
Finance
Create unrivalled financial management and banking services with Salesforce tools for finance banking that are insight.
Uninterrupted creative financial services with Salesforce for Finance
Unify Assets, customer view
Utilize a single system login to acquire all customer data, including assets, investments, partners, transaction histories, open cases, and complaints.
Personalize prospecting
Recognize chances to use intelligent sales systems to notify clients of fresh credits, due dates, or to wish them on significant life occasions like anniversaries.
Market personal finance
Personalized messaging based on operations histories and personal life occasions will help you connect with your consumers more effectively.
Improve Customer Engagement with Salesforce for Financial Institutions
Wealth management
Utilize dashboards and custom reports to view financial balances at the individual and household sectors, and automate financial management using portfolio management tools.
Guided loan Application
Provide consumers with a smooth loan application procedure by directing them through step-by-step instructions and making suggestions to collect necessary data during the registration process.
Personalized services & Marketing
Utilize artificial intelligence to forecast future events, identify proactive next steps for predictive assistance, and suggestions of clients.
KYC Management
Automate Know-Your-Customer (KYC) by digitising and streamlining the onboarding process in place of manually collecting and verifying documents.
Opportunity Management
Get better visibility into your opportunities to get a comprehensive understanding of the assets that are handled and being held away, and monitor referrals to turn your customers into an active referral network.
Customer Lifecycle Management
By gathering client information, personalizing their lifecycle management, and examining their spending or saving habits, you can streamline the onboarding process.
End-to-end automation and business logic for private equity, loan processing, accounting, and payments with Salesforce for Financial Services
Dashboard KPI’s from customer Data
To win over more customers, get flexible perspectives of customer data, make sure teams work efficiently, and act on real-time insights.
Replenish Pipelines, Sell Smarter
To find, accelerate, and close more opportunities, remove guessing and use AI to obtain real-time insights, reporting, and forecasts.
Automate Documantation, appointments
Digitize corporate processes while adhering to regulatory requirements and get rid of any inefficiency brought on by paper-based records
Use intelligent insights for Efficiency
Get valuable intelligence at your fingertips so that everyone, from consultants to bank staff, can concentrate on what is more crucial for the company.
Business Growth with Digital Banking
Satisfy tomorrow’s increasing needs by digitally integrating all of your financial institution’s engagements with complete client visibility.
Integrate to external systems
To combine financial data and loan processing data, link to external systems like CRMs, ERPs, and Lendio.
Automate Update messages
To establish rapport, offer financial information, trustworthy URLs for capturing KYC, and loan processing steps.
Connect Marketing Operations
Promote client-relevant financial options including retail loans, credit cards, and investments by integrating financial systems with Marketing Cloud and Pardot.
