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#Financial>Industry

Streamline operations and enhance customer engagement in the Financial industry

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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.

Wealth Management

For organizations offering wealth management services, Financial Services Cloud provides tools for portfolio management, goal tracking, and financial planning. It enables advisors to deliver tailored investment recommendations and advice to clients.

Compliance and Security

Salesforce Financial Services Cloud offers robust compliance and security features to ensure that organizations meet regulatory requirements and safeguard customer data. This includes features such as audit trails, encryption, and role-based access control.

Integration Capabilities

The platform can integrate with other systems and applications commonly used in the banking industry, such as core banking systems, payment processors, and risk management platforms. This enables seamless data exchange and workflow automation across different banking functions.

Analytics and Reporting

The platform offers advanced analytics and reporting capabilities, allowing organizations to gain insights into customer behaviour, sales performance, and operational efficiency. This enables data-driven decision-making and continuous improvement of banking processes.

Hire the best Salesforce Financial Cloud Partner

  • Deep Industry Expertise
  • Integration Capabilities
  • Customization and Configuration
  • Compliance and Security
  • Ongoing Support and Maintenance

At Dextara, we know how many challenges each organization faces while undergoing digital transformation. With our expertise over the years in the Salesforce niche, we’ve helped our clients of various verticals to streamline processes and take their business to the next level.

Learn how we have helped one of our delighted Financial clients to implement service cloud and enhance their CX
Download Case Study

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