Deliver unparalleled wealth management and banking services
with experience-driven Salesforce solutions for finance
Identify opportunities with intelligent sales systems to remind customers of new credits, due-dates, or wish them for life events like anniversaries
Streamline financial management with portfolio management systems, use custom reports and dashboards to view financial balances at the individual and household level
Offer customers a seamless journey to apply for loans by guiding them through step-by-step actions and recommendations to capture relevant data during the application process
Deploy Artificial Intelligence to discover client insights and predict future outcomes, proactively identify the next steps for predictive guidance and recommend actions
Automate Know-Your-Customer (KYC) with automation and digitization of the onboarding process, instead of manual document collection and verification
Get enhanced visibility into your opportunities to gain a holistic view of managed and held away assets and track referrals to transform your clients into an active referral network
Simplify the onboarding process by capturing details of customers, analyze their expense or saving behavior and personalize their lifecycle management
Get customizable views of customer data, ensure teams collaborate seamlessly and act on real-time insights to win over more customers
Eliminate guesswork and access real-time insights, reporting, and forecasts with AI to identify, accelerate and close more opportunities
Get actionable insights at your fingertips so everyone from bank tellers to advisors can focus on what’s more important for the business
Connect every touchpoint of your financial institution digitally with full visibility into your customers, meet tomorrow’s growing demands
