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Financial service providers are witnessing a new era of technological innovation with Salesforce helping them interact with their customers in new and unique ways. FinTech & FinServe organizations are utilizing the full potential of different capabilities of Salesforce to optimize their critical financial processes in order to boost sales & deliver impeccable customer service.


These are 4 seamless features of Salesforce which are designed to help finance teams deliver personalized services across multiple channels:

Client-Centric Approach:

It’s all about maximizing engagement with clients while optimizing operational efficiency. Sales cloud can be customized to meet the needs of financial institutions, which is having a bird’s eye view over client investments, data, and goals.

Einstein Analytics:

It helps financial advisory teams automate manual tasks, standardize processes, and access data on any device, any time. Salesforce’s built-in AI can help you boost your sales by providing guidance, insights, and accurate sales forecasts.

Service cloud:

Service Cloud is optimized for productivity with the ability to automate daily tasks so advisors can focus on cultivating deeper and longer-lasting client relationships. Timely response builds customer trust, especially during tumultuous times.

Unmatched Security Features:

Unmatched security features make the Salesforce platform an easy choice when it comes to the protection of vital information. Data is available across the board internally but the implementation of security best practices are an inherent part of the Salesforce ecosystem.

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Increase in Customer Retention
Increase in Lead Volume
Increase in Sales Revenue
Increase in Win Rate

Customer Success Stories

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