Our specialized Salesforce consultants can transform your financial services organization
to meet the intricate needs of the financial sector.
to meet the intricate needs of the financial sector.
Benefits
Salesforce's Financial Services Cloud can help you enhance client relationships, streamline processes and drive sustainable growth:
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From configuring custom financial workflows to implementing customer data management systems, you can stay ahead of this dynamic market. Partner with Salytics to elevate your financial services capabilities
Financial Cloud
1
Client Management Profile
Centralized view of client profiles, interactions, key life events.
2
Households
Household data models allows financial advisors manage client’s households, business and individual relationships.
3
Financial Account Management
Manage financial accounts, investments and assets, and real time updates on account performance and market trends.
4
Lead and Referral Tracking
Streamline lead management processes for efficient client acquisition and automatic tracking of referrals.
5
Compliance and Regulation
Built in compliance features to adhere to industry regulations.
6
Financial Planning
Integrated financial planning tools to assist advisors to create personalized financial plans for clients, as well as forecasting.
7
Collaboration and Communication
Unified communication tools for collaboration amongst team members, on top of having a cohesive client engagement experience.
8
Action Plans
Automate repeatable tasks and ensure compliance at every steps with action plans
“Salytics took the time to learn our business and accounting platform to craft an intelligent solution for us. They made several tweaks to the rate schedule project and made sure it was built in a manner that would work for us and our customers.”
Financial Services Client