Providing financial advisors a single, comprehensive view of the data to build deeper one-to-one client relationships, make smarter investment decisions, and engage with clients on any device.
Salesforce Financial Services Cloud Expertise
Develop winning strategies and approach towards faster decisions and rapid deployment of financial services cloud to bring client information in the fingertips of a wealth manager.
Streamline processes, expand communication and give you unmatched access into client profiles. Automatically generate a list of tasks for you based on the client and referral projects you have coming down your pipeline.
Offer a customized and collaborative approach that combines deep industry expertise and experience; Leverage Salesforce and enhance the way credit unions interact with customers.
Access to every policy and claim linked with a customer profile with omnichannel integration, secured customer portal and a 360-degree view of customers; ensure proper coverage for each policy
Allow your customers to gain access to their finances, including accounts and loans, through a secured client portal at any time, at any place and by any device
Create time and deadlines in Salesforce based on your customer preferences; access dashboards for a real-time update on tasks and deadlines
Tech Talent Solution Offerings
Field Sales Acceleration
Ensure productive field meetings, superior customer engagements and 7X likely to convert field sales opportunities.
Organize and improve efficiency of key sales processes.
Customize page layouts, business processes, sections, fields etc.
Existing third party applications function seamlessly with the CRM.
CRM Platform Migration
Lower the Total Cost of Ownership.
Assess your CRM data quality & utilization potential.
Analytics & Visualization
Get Clarity with Visual Analysis.
Maximize your campaign deliverability with platform services.
Support & Maintenance
Annual Support & Advocacy Program.