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.