The question financial institutions are asking now is not whether to migrate to or integrate more cloud-based systems, but rather how to quickly and seamlessly do so. Banks and insurance companies in particular have struggled with legacy systems, combined with an ultra-complex regulatory environment, inhibiting their ability to provide more intuitive, on-demand services to their clients.
Customers expect easy, on-the-go experiences, which puts more pressure on you than ever to streamline your operations, understand key relationships, prioritize referrals, and meet them where they are with their financial goals. The most competitive financial firms stay ahead of the curve through predictive analytics powered by AI. Salesforce’s Financial Services Cloud makes it all the easier to get ahead and stay there.
We help financial services businesses create compelling, personalized customer experiences to attract and retain customers, as well as achieve ROI on data science investments in the process.
We are familiar with Financial Services cloud and its data model. Whether you’re just getting started or have been on FSC for years, we can help you maximize your investment with continued, progressive releases of out-of-the-box best practices for retail banking, commercial and investment banking, wealth, lending, and insurance.
Through Elevate, our Salesforce managed services offering, we provide:
Our team of certified Salesforce experts, with decades of industry experience, is made up of uniquely skilled leaders who have devoted themselves to customer engagement, data science, analytics, and strategy consulting, as well as specific industries and technologies.
Newrez is a mortgage company that provides full service from origination through servicing. They’re dedicated to delivering exceptional lending options with an easy application process for both their customers and strategic business-to-business partnerships.
Newrez looked to invest in further digitizing their processes and enabling their teams to service the customer in the channel of their choice. The company chose Financial Services Cloud for Mortgage, MuleSoft, CRM Analytics, and Service Cloud to provide an intelligent experience across loan origination and servicing.
Newrez partnered with Atrium to design the end-to-end process for cross-functional collaboration and replatform to an omnichannel implementation with Financial Services Cloud.