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Streamline operations and enhance customer engagement in the Financial industry

Giving an outstanding Customer Experience beyond Customer expectations is critical for any business, including Banking, Financial Services, and Insurance (BFSI) segments. 

Salesforce For Banking and Financial Services companies

Salesforce Financial Services Cloud offers a range of features and functionalities to help Banking and Financial institutions better understand their clients, transform digitally, streamline operations, and deliver personalized services with a 360-degree client view, client engagement, and relationship management, providing customers options for wealth management and financial planning, stay compliant, enable teams to manage marketing campaigns and deliver an omnichannel experience to their customers. 

Salesforce for Insurance companies

The Salesforce Financial Services Cloud enables your organization to deliver a customer-centric experience and explore solutions for group benefits, life and annuity, agencies and brokerages, property and casualty, and others.  

Salesforce can help your service agents use templates to accurately service customers and improve customer relationships via omnichannel marketing, consistent customer interactions, and automated workflows. With a single view of all the available data and actionable insights, Salesforce integration simplifies data usability, accessibility, and authenticity across your organization’s departments.  

Expand swiftly to offer debt relief, quick financial advice, and expedited insurance claim processing with Salesforce Financial Services Cloud  

Customer Relationship Management (CRM)

Salesforce Financial Services Cloud provides robust CRM capabilities, allowing organizations to manage customer relationships effectively. It enables organizations to track customer interactions, manage accounts, and capture important customer data for personalized service delivery.

360-Degree View of Customers

Financial Services Cloud provides a comprehensive view of customer information, including account details, transaction history, communication preferences, and financial goals. This holistic view helps service agents better understand customer needs and deliver personalized recommendations and services.

Lead and Referral Management

The platform facilitates lead and referral management, allowing organizations to track leads, referrals, and opportunities efficiently. This helps streamline sales processes and enhance collaboration among sales teams.

Mobile Accessibility

Financial Services Cloud is accessible via mobile devices, allowing bank representatives to access customer information, manage tasks, and collaborate with colleagues on the go. This flexibility enhances productivity and responsiveness to customer needs.