Salesforce Financial Services Cloud

Elevate Customer Experience while Adhering to Regulations

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Deliver hyper-personalised experiences

Deliver hyper-personalised experiences to drive client loyalty

Elevate your client connections within the financial sector with Salesforce Financial Services Cloud, the ultimate CRM for financial services. Start by becoming trusted partners and delivering exceptional insurance, wealth management, and banking services, all empowered by Salesforce’s industry-leading solutions. Utilise Salesforce’s insurance solutions and referral management to take the banking experience to the next level. Seamlessly merge sales, service, and marketing for innovative customer interactions.

Craft bespoke services that precisely match your clients’ financial aspirations, propelling your business expansion. Embrace unique partnerships and unwavering innovation for a strategic edge, fortified by Salesforce’s cutting-edge financial services capabilities.

What can Salesforce do for financial services?

Banking

Banking

  • Give agents actionable insights into clients’ financial goals to build hyper-personalised investment strategies that cater to those goals.
  • Process the huge inflow of loan applications effectively to build long-term relationships with customers.
  • Integrate the CRM with back-office systems to improve process efficiencies and offer rich digital experiences directly to the customer.
  • Empower customers to make informed choices with the right information at the right time.

Insurance

  • Prioritise inquiries based on urgency.
  • Provide self-service capabilities to customers.
  • Enable agents to be available for customers at short notice via video chats.
  • Help reps leverage customer details and publicly available data to provide personalised solutions and deliver great experiences.
Insurance
Wealth-Management

Wealth Management

  • Provide tools for seamless advisor collaboration.
  • Build strong ties with the business community
  • Enable point-and-click customisation to meet the needs of individual advisors.
  • Automate routine processes and keep track of referrals to boost productivity and onboard new clients seamlessly.

How can TechForce Services help you deliver personalised experiences?

Specialising in Salesforce Financial Cloud consulting, we empower organisations to confidently embrace the future. As a distinguished Salesforce Crest Consulting partner, we collaborate with financial institutions, including the banking and insurance sectors, to seamlessly implement Salesforce Sales, Services, Experience Cloud, and CRM Analytics. Our approach cultivates a tailored journey, encompassing lead acquisition, loan assistance, timely financial advice, and expedited insurance claims processing. Experience a personalised financial ecosystem guided by our expertise, helping you stay ahead in the evolving landscape of financial services.

Our capabilities include:

Enhanced Customer loyalty

  • Understand customers' needs with a single view of geographies, channels, and lines of business.
  • Organise your data to ensure seamless team collaboration.
  • Build trust and deepen relationships through a smart, personalised, and responsive service.

Smart Selling

  • Identify, accelerate and close more opportunities with real-time reporting and insights.
  • Align sales process across organisation to ensure every sales team member can leverage Salesforce, regardless of their location.

Automating Manual Processes

  • Digitise key business processes to eliminate operational inefficiencies caused by manual paperwork.
  • Integrate document generation tools with Salesforce to automate document-driven processes such as origination and onboarding to streamline services to customers.

Enhanced Productivity

  • Generate accurate data and actionable insights to empower everyone from bank tellers to wealth management advisors.
  • Ensure increased productivity with streamlined data and unified view of customers' unique needs.

TechForce Services 3P model approach

Projects – a holistic, end-to-end spectrum of services to transform citizen experience and engagement, enhance service delivery, and improve process efficiencies, including:

  • Streamlined client onboarding to drive business process efficiency and KYC compliance through real-time collaboration, automated workflow, and eliminating tedious manual processes.
  • Clients’ household tracking to provide clear, consolidated visibility into a single data source.
  • Advisor management to empower your advisors in delivering a proactive experience based on personal and contextual knowledge of the client.
  • Customer engagement platform to support clients on-demand.
  • Reports and dashboards to get greater visibility.

People – working with exceptional people who are living their purpose and making a real, lasting, positive difference:

  • Local onshore teams with an assured technical prowess
  • Convenience to scale up and down
  • Flexibility to leverage contract staff for short term to long term projects
  • Certified teams of specialists, including lightning champions
  • Experienced staff to steer you towards success with a commitment to get the best Salesforce RoI

Products - leveraging the best of Salesforce Financial Services Cloud to solve unique challenges of financial services

  • Tracking and managing business pipeline with lead, opportunity, and referral management
  • Automate creation and assigning of activities to support critical business processes
  • Nurture deeper relationships with the clients with proactive tracking and event alerts
  • Tracking complex dealer, branch, and representative relationships
What our

Customers Say

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Interested to learn more about our Salesforce Financial Services Cloud?

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