General Enquires
Phone: +44 74 24 503 914 & sales@applicationhouse.com
Increase Customer Onboarding and Retention with Financial Services Cloud Implementation
At Application House, we understand your need for solutions that truly matter to you and your business. That’s why we focus on delivering personalized services tailored to your needs with Salesforce Financial Services Cloud. We make it easy for you to streamline operations while ensuring your customers feel genuinely valued.
With Salesforce Financial Services Cloud, you gain access to a powerful platform designed to help you manage and track customer interactions effortlessly. This comprehensive suite of tools is designed for your goals, providing a consistent and cohesive approach across your organization. We’re here to help you optimize your processes, making them more efficient, reliable, and impactful.
Our goal is simple: to help you focus on what matters most—building stronger relationships and achieving operational excellence. You deserve to boost performance, foster trust, and create meaningful connections with every client. Let us take care of transforming the way you work so you can focus on delivering exceptional experiences. You can rely on us to support you every step of the way.
Features of Financial Services Cloud
Meeting unique requirements of Financial institutions with Financial services Cloud
Client Onboarding and Account Management
We understand that a smooth onboarding process is the foundation of strong and lasting client relationships. That’s why, with Salesforce Financial Services Cloud, we bring all your client data—personal details and essential documentation—into one centralized platform, making the onboarding journey seamless and stress-free for you.
Wealth Management
We’re here to empower you, as wealth and business advisors, to deliver smarter financial strategies with the right tools. With Salesforce Financial Services Cloud, you can simplify investment planning and portfolio management through detailed financial performance reports.
We know that managing insurance policies demands precision and a personal touch. That’s why we’ve designed Salesforce Financial Services Cloud to make your work easier by centralizing policy details, coverage information, and claim histories, all in one place.
Relationship Insights
We understand that truly knowing the people behind the numbers is the key to building trust and loyalty. That’s why Salesforce Financial Services Cloud offers relationship mapping tools that help you visualize the connections between advisors, clients, and their family members.
Interaction Management
Your clients deserve exceptional service, and we’re here to help you deliver it consistently and on time. With Salesforce Financial Services Cloud, we make it easier for you to centralize all client interactions, whether through phone, email, or chat into one easy-to-use platform tailored to your needs.
We know that having a complete view of your client’s financial picture is essential for making informed decisions. We make it easy for you to gain a comprehensive understanding of client assets and liabilities while ensuring compliance with regulatory standards like SOC2, HIPAA, and GDPR.
Simplified Record Aggregation
Disconnected data shouldn’t hold you back. That’s why Salesforce Financial Services Cloud is tailored to your needs, making record aggregation seamless with easy-to-implement API setups. We make it easy for you to access household details, financial accounts, and related records in real-time, without requiring extensive technical expertise.
Ensure Compliance with Financial Services Cloud Audit Trail
Compliance and data security are essential in the financial sector, and we’re here to help you stay ahead. With Salesforce Financial Services Cloud, designed for your goals, we make it easier for you to manage compliance with robust Audit Trail functionality.
We’re here to help you empower your advisors with Advisory Tools in Salesforce Financial Services Cloud, designed to make personalized, data-driven recommendations tailored to your clients' needs. Our tools foster collaboration by enabling your team to share insights, documents, and tasks seamlessly with clients and colleagues using Collaborative Tools.
Compliance and Regulatory Tracking
We understand how important compliance is to your business, and with Salesforce Financial Services Cloud (FSC), we make it easier for you to streamline these processes. Our KYC (Know Your Customer) tools are tailored to your needs, simplifying client verification to ensure you meet all regulatory requirements, including AML compliance.
Collaboration and Task Management
Our Team Collaboration tools help your advisors, relationship managers, and other team members work together seamlessly. By sharing client details, action items, and notes, your team can deliver a more unified service experience. Using Tasks and Reminders, we make it easy to manage follow-ups, document submissions, and client meetings.
We ensure your team can stay productive anywhere with Mobile-Optimized Features through the Salesforce Financial Services Cloud mobile app. You’ll have access to client data, financial accounts, and documents on the go. Our Real-Time Notifications keep you informed about task updates, client meetings, and financial events as they happen.
Artificial Intelligence (AI) & Automation
Our platform uses Einstein AI to provide predictive analytics and smart recommendations, helping you engage clients more effectively. With Automation Tools, we handle routine tasks like onboarding, reminders, and document generation, freeing up your time to focus on strategic priorities.
Client and Financial Data Integration
We help you connect the dots by enabling Third-Party Integrations with external platforms like trading systems, wealth management tools, and custodians. With Banking Integrations, you can seamlessly link clients’ financial accounts with banks for real-time transaction tracking.
We ensure your documents are secure and easily accessible. With Secure Document Storage, you can store financial statements, tax returns, and contracts in one place, eliminating the need for paper clutter. Using Document Sharing, we enable you to share files with clients, advisors, and partners while maintaining compliance with audit trails.
Artificial Intelligence (AI) & Automation
Our platform uses Einstein AI to provide predictive analytics and smart recommendations, helping you engage clients more effectively. With Automation Tools, we handle routine tasks like onboarding, reminders, and document generation, freeing up your time to focus on strategic priorities.
Client and Financial Data Integration
We help you connect the dots by enabling Third-Party Integrations with external platforms like trading systems, wealth management tools, and custodians. With Banking Integrations, you can seamlessly link clients’ financial accounts with banks for real-time transaction tracking.
We ensure your documents are secure and easily accessible. With Secure Document Storage, you can store financial statements, tax returns, and contracts in one place, eliminating the need for paper clutter. Using Document Sharing, we enable you to share files with clients, advisors, and partners while maintaining compliance with audit trails.
Insurance and Mortgage Management
We understand how important it is to manage your clients’ insurance and loan products efficiently. That’s why we make it easy for you with tools tailored to your needs. Our Insurance Policy Management feature allows you to track coverage details, claims, and renewal dates, ensuring your clients never miss critical deadlines.
Client Engagement and Communication
We’re here to help you connect with your clients seamlessly across multiple channels. With our Omnichannel Communication, you can engage through email, phone, or social media, tailored to your needs.
We know that managing financial products like loans, insurance plans, and retirement savings options can be complex. That’s why our customizable product offerings are tailored to your needs, making it easier for you to manage these options efficiently.
Benefits of Our Salesforce Financial Services Cloud
Industry Expertise
We bring deep experience in the financial services sector, ensuring Salesforce Financial Services Cloud is tailored to meet the unique demands of your industry. With our expertise, your Salesforce solution becomes a strategic tool for success.
Comprehensive Financial Services Cloud Expertise
We’re here to help you maximize the potential of Salesforce FSC with tailored implementation designed to suit your business needs.
Effortless Lead Management
We, at Application House, we make it easier for you to manage leads and referrals with Salesforce Financial Services Cloud (FSC), so you can focus on building strong client relationships.
Enhanced Financial Insights
Our team will empower you to gain meaningful insights into client portfolios, financial trends, and overall business performance through the advanced analytics capabilities of Financial Services Cloud.
Streamlined & Efficient
Our customized Salesforce FSC solutions are designed to automate workflows, reduce manual tasks, and improve overall efficiency. With our support, your team can focus more on delivering exceptional value to clients and less on repetitive tasks.
Compliant Solutions
We understand the importance of compliance in the financial services industry. Our Salesforce implementation ensures you stay aligned with industry regulations while equipping your team with tools to serve clients effectively and securely.
Enhanced Customer Experience
Our goal is to help you deliver outstanding customer experiences. Salesforce Financial Services Cloud gives you a complete view of customer activities, referrals, and relationships, allowing you to provide personalised, timely, and reliable service.
End-to-End Service
From the first consultation to post-implementation support, we’re with you every step of the way. Whether it’s configuring Salesforce Financial Services Cloud or ongoing optimization, our team ensures you’re always set up for success.
Boosted Engagement
We can help you enhance engagement with your stakeholders, employees, and customers using Salesforce Financial Cloud. Its advanced AI and automation will free your team from manual tasks, letting them focus on building strong customer relationships.
Improved Financial Insights
We can help you unlock the full potential of Financial Services Cloud to gain comprehensive insights into client portfolios, financial trends, and overall business performance.
Actionable Relationship Insights
We empower you to build stronger relationships with clients by leveraging insights into their behaviours, preferences, and goals.
Effortless Insurance and Policy Management
Let us take care of simplifying policy administration, claims handling, and renewals with advanced, time-saving solutions tailored to your needs.
Smarter Wealth Management Solutions
You can rely on us to help you manage investments, portfolios, and advisory services with innovative Salesforce Financial Cloud tools.
Detailed Interaction Histories
We make it easy for you to track every client interaction to deliver personalized, loyalty-driven customer experiences.
Customer Onboarding and Retention with Salesforce Financial Services Cloud!
Industries We Serve
We have experience working with financial cloud organizations across various sectors, including:
What could be included in the Salesforce financial services cloud starter pack?
Core Data Model and Configuration
At Application House, we understand that you need a strong foundation for seamless client management. That’s why we tailor your Salesforce Financial Services Cloud (FSC) configuration to meet your needs:
Basic Client and Household Setup
Financial Accounts and Holdings
Advisor and Team Setup
Action Plans & Workflow Automation
We’re here to help you streamline your processes with automation and ready-to-use templates tailored to your needs:
Pre-Built Action Plan Templates
Simple Workflow Automation
Engagement Tracking and Client Management
We understand how important it is to stay connected with your clients and build lasting relationships. That’s why we make it easy for you to manage client interactions:
Alerts and Notifications
Relationship Mapping
Basic Compliance Tools
We know compliance is critical for your business, and we’re here to help you simplify the process:
KYC and AML Checklists
Audit Tracking
Basic Opportunity and Pipeline Management
We’re here to make it easier for you to manage your financial deals effectively:
Deal and Opportunity Tracking
Opportunity Forecasting
Custom Reports and Dashboards
We understand that actionable insights are key to your success, and we provide tools to make it easy for you:
Pre-Built Dashboards
Customizable Reports
Einstein Analytics Starter Tools
We make it easier for you to harness AI-powered insights with Salesforce Einstein AI for smarter decision-making:
Basic Client Insights
Opportunity Scoring
Digital Engagement and Collaboration Tools
We’re here to help you enhance collaboration and client engagement:
Client Engagement Templates
Collaboration Tools for Advisors and Teams
Quick Start for Compliance and Documentation
We know secure and efficient documentation is essential, and we make it easy for you:
Document Management and Storage
Secure Sharing and Access Control
Basic Support and Maintenance
You can rely on us to support you every step of the way:
Initial Setup and Configuration Assistance
Ongoing Support
Change and Release Management Guidance
We understand that adoption and updates can be challenging, and we’re here to help you every step of the way:
Change Management
Release Management Assistance
Initial Consultation & Discovery
Needs Assessment
Stakeholder Interviews
Customised Plan
Salesforce Financial Services Cloud Setup
360-Degree Client View
Custom Objects & Fields
Client and Case Management
Regulatory Compliance Configuration
Automated Workflows
Data Migration & Integration
Data Migration
Third-Party Integrations
APIs & External Tools
Customization & Personalization
Personalized Client Engagement
Salesforce Einstein
Training & Support
User Training
Ongoing Support
Best Practices Guidance
Post-Implementation Review
Success Evaluation
Continuous Optimisation
Scalability Planning
Tailored for Financial Services
We understand your business is unique, and you deserve solutions tailored to your specific needs. That’s why our implementation package focuses on helping you manage client relationships and stay compliant with industry regulations. We make it easy for you to work more efficiently and focus on achieving your goals.
Holistic Client View
You deserve a clear, comprehensive view of your clients. With Salesforce Financial Services Cloud, you can see their financial goals, transaction history, and communication details, all in one place. This makes it easier for you to provide personalized advice and services, strengthen relationships, and boost client satisfaction.
Improved Productivity
We know your time is valuable, and you should be able to focus on what matters most, your clients. With Salesforce Financial Services Cloud, we make it easy for you to automate tasks like client onboarding, case management, and communication, so you and your team can deliver exceptional service while working more efficiently.
Regulatory Compliance
We understand navigating regulations can be overwhelming, but we’re here to help. With Salesforce Financial Services Cloud, we design solutions tailored to your compliance needs, making it easier for you to stay up-to-date, mitigate risks, and operate confidently in a regulated environment.
Scalable & Flexible
Your business is growing, and you deserve a solution that grows with you. Salesforce Financial Services Cloud is built to scale seamlessly, adapting to your evolving needs. You can rely on us to ensure your system remains flexible, so you can focus on achieving your long-term goals.
Integration with Other Systems
We make it easy for you to connect Salesforce Financial Services Cloud with the tools you already use. Whether it’s your financial platforms or CRMs, we help you centralize your data and streamline workflows, so managing your operations becomes seamless and efficient.
Streamlined Complaint Management
We know client satisfaction matters to you, and we’re here to make it easier. We equip your service agents to quickly capture and submit client complaints, ensuring every concern is addressed promptly.
Get Started with Salesforce Financial Services Cloud
Ready to take your financial services operations to the next level? At Application House, we’re here to help you unlock the full potential of Salesforce Financial Services Cloud. Whether you’re looking to streamline processes, enhance client relationships, or drive measurable growth, our team of certified experts is ready to tailor a solution to your unique needs.
Need any help? Start with a Free Consultation
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Application House manages the scope to meet the business expectation that fit in currently available resources by managing a small team of resources to fulfill business needs for multinational Fortune 500 companies in all counties across the world.
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