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:
Identify high-profile clients and relationships by mapping customers with households, trusts, and business groups. Visualize and act on new opportunities generated by existing layers of relationships and key information in one place.
Recommend the right products and services to your customers by having complete visibility into their accounts and holdings.
Capture and visualize your clients’ important life events and business milestones such as having a wedding, launching a new product, or moving to a new city.
Stay on top of your customers’ approval statuses with a custom approval process using tailored alerts, a simple document collection method, and the ability to link financial accounts, customers, and households to cases.
Better manage and prioritize relationships with AI-powered referral scoring and routing.
Instant insights at your fingertips generated by pre-built templates and models customized specifically for financial services.
Guided and templatized experiences for customer service agents and loan officers to resolve service requests and analyze borrower data.
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.
What’s the key to an asset management firm’s success? Growth opportunities. Referral conversions and the overall number of households you can expand to directly contribute to your ability to grow. Salesforce for wealth management provides you the data and subsequent insights for your book of business that you need to satisfy your clients’ needs and extend your reach.
The mortgage industry has changed so much, and borrowers expect the same user-friendly, digital-first experience they get elsewhere. Salesforce Financial Services Cloud for mortgage allows you to put your customer first by enhancing their borrowing experience and increasing customer satisfaction, while also reducing the application to funding time, reducing loan officer and agent ramp time, and increasing loan recapture rates.
While providing exceptional experiences for existing members, your team has to consider converting referrals, deposit pipeline, tracking and measuring branch activity… and more for those you serve. Salesforce Financial Services Cloud for credit unions helps you center your members by surfacing actionable insights and delivering a seamless experience, supporting not only your members, but also your team engaging them every day.
Financial institutions are facing immense pressure to keep up with current digital capabilities. Whether it’s driving new customer acquisition and referrals from within, or keeping your current high-profile customers, Salesforce for commercial banking can help you streamline your processes and surface the insights you need quickly.
There’s more digital banking, contact center transformation, and self-service expectations than ever. Salesforce Financial Services Cloud for retail banking helps you put your customers at the forefront of your systems, teams, and technology by enhancing the experience for your internal teams and customers. It’s possible to get your referrals up, update your digital-first service options, and deepen your customer relationships.
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.
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