Salesforce for Banking

Clients need personalized platforms that swiftly bring them the products, features, and services they seek. Salesforce for Financial Institutions enables you to get a big picture outlook on your relational network, providing the perfect platform for secure collaboration, ultimately maximizing advisor productivity, cutting costs, and helping you retain clients through overall improved service.

Our Salesforce customizations help buy-side and sell-side companies adapt and thrive in a remotely connected world.

Our implementations put the customer experience first while also supporting advanced decision making. You’ll continually deepen client knowledge, while lowering redundancies. Collaboration between colleagues continually becomes more effective, efficient, and location independent.

All financial institutions must take a digital first approach in building relationships, brand loyalty, and demand from their user base. Salesforce gives advisors a granular and community wide level view of client desires, goals, and wishes. Advisors gain more control of their own goals and their place in the firm, while building one-on-one client relationships.

Beyond the advisor-client relationship, Salesforce gives financial institutions clear insights into all relational connections. Whether they’re your own clients or not, the surrounding network created by spouses, children, attorneys, CPAs, business partners, etc is rendered visible. This is useful intelligence that helps create a better picture of who is being served and how best to add value.

Robo-advisors loved by millennials are no longer a threat. With Salesforce for Banking, advisors can track all asset groups, including robo-advisor investment funds. With this information displayed at a glance, advisor productivity skyrockets and younger clients are kept on board. 63% of investment clients want to be more involved in decisions. Your custom Salesforce implementation will provide the platform for secure collaboration.

As your Salesforce partners, we’ll configure any third-party apps needed to extend your advisor’s productivity and range of service. Our predictive technology and insights allows us to map the banking industry’s changes and implement software changes that keep you abreast.

Our goal is to maximize advisor productivity, cut costs, and help you retain clients through improved service. We configure Salesforce to have contextually useful information, visible at a glance from your entire book of business. The regulatory-compliant infrastructure is built to withstand expansions of service areas and new financial product offers.

With Salesforce for Banking, proper configuration, automated digital engagement and artificial intelligence, advisors are given an unparalleled depth of client insight. Every interaction and touch-point gathers valuable information and is relationship-enhancing. With automated workflows, bankers can keep track of high value deals and collect information. With customers now digitally oriented, financial services should make use of their willingness to engage and interact in real-time.

This is how traditional institutions can become nimble in today’s era and see new growth.

The clear and valuable insights that Salesforce gives to both retail mortgage brokers and corporate treasurers reduce risks and simplify complex information.

You’ll have a full picture view of a client’s financial accounts, assets, liabilities, and goals and we will ensure you have real-time client engagement in your Salesforce implementation.

We provide Salesforce technical consulting, configuration, security, automated flows, components, triggers, Apex code and implementation to our clients. This is paired with team expertise in defining flows and parameterization. As an integrated advisory Salesforce partner, we walk you through what’s possible, act as your guide to architecture design, and then deploy our technical capabilities to carry it out, finally bringing complex customer journeys, workflows, and business processes into a single cohesive platform.

Salesforce is a powerful service because of its high customization and specialization performance abilities. What makes it work, also makes it a lot of work.
Our architecture design is based on our knowledge of what financial users and prospects experience. We derive our automated flows from experience in delivering for some the world’s largest financial companies.

We have the banking and technical expertise needed to manage the risks of change. Our financially specialized, Salesforce Managed Services deliver rapid institution-level digital transformation, while avoiding potential operational disruptions.

That’s why we focus on leveraging resources, optimization, cost control, continuous deployment, risk management, privacy compliance, and security.

When configuring Salesforce for financial institutions, we model all project plans around high value and consistently developed deliverables. Projects are assigned to Squads of 5 – 12 people and are always led by an industry-experienced business analyst.

Several squads may be working on different projects for the same financial institution, thus speeding up development and delivery.

Continuous deployment from distributed teams gives you immediate and impactful returns followed by seamless ongoing development of new functions.

Financial service companies are safer and more efficient when operating from the cloud. Shifting responsibility to a separate, specialized entity allows more resources to be directed to core business functions. We’ll make sure you stay secure after our proprietary process with Salesforce Shield. These security tools monitor data access, data usage, and prevent malicious activity.

Without having to manage your own data center, you’ll have the benefits of security at infrastructure, network, and application levels. Your cloud-based Salesforce service will show information such as user activity patterns and who is accessing critical data, while giving administrators real-time ability to immediately block certain actions or users. You maintain full visibility and receive intelligent information on who is accessing sensitive data. Accurate records are tracked for things as minor as page refreshes all the way to data exports.

All data from your financial institution is encrypted while in transit between Salesforce and the end-user, and is encrypted while at rest. We make sure to implement Event Monitoring, Field Audit Trail, and Platform Encryption, helping to keep financial account information safely confidential.

With up to 10 years of forensic data-level audit trail history, all regulated data is treated correctly and automated according to your company’s standards.
Salesforce simplifies financial institution compliance requirements, with automated data management that complies with regulations, regional standards, frameworks, and acts. COSO, OX, FFIEC, PCI, Sarbanes-Oxley Act, and more. Salesforce has you covered. It helps you stay compliant and protects valuable data from being poached.

A properly configured Salesforce implementation ensures good governance and protects against regulatory updates. The cloud is your strategic asset. As your Salesforce partner we’ll advise you on the right granular-level policies to enact.

This is scalable cloud-based architecture at its finest. Compliant, data secure, and able to grow as fast as you do.