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Enhancing Customer Engagement with Salesforce Financial Services Cloud Implementation

Our methodology for implementing Salesforce Financial Services Cloud is grounded in deep industry insights, established best practices, and a strategic consultative approach. We offer holistic solutions that encompass tailored customization and configuration of Salesforce Financial Services Cloud to align perfectly with your unique business processes, data structures, and workflows.

As a dedicated Salesforce partner, we ensure seamless integration of Salesforce Financial Services Cloud with your current systems, maintaining data consistency and coherence throughout your organization.

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Consultancy & MSP Partner specializing in Integration

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Features of Financial Services Cloud

Meeting unique requirements of Financial institutions with Financial services Cloud

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Client Onboarding and Account Management

The platform helps streamline client onboarding processes & facilitates efficient account management. It includes features for account opening, compliance.​

  • Faster onboarding
  • Improved Client experience

Client Onboarding and Account Management

The platform helps streamline client onboarding processes & facilitates efficient account management. It includes features for account opening, compliance.​

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Wealth Management

For wealth management firms, Salesforce Financial Services Cloud offers tools to manage client portfolios, track investments, and provide personalized financial advice. It helps advisors better understand their clients' financial goals and preferences.​

  • Improving Communication
  • Employee issue resolution
  • Proper Documentation Process

Wealth Management

For wealth management firms, Salesforce Financial Services Cloud offers tools to manage client portfolios, track investments, and provide personalized financial advice. It helps advisors better understand their clients' financial goals and preferences.​

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Insurance and Policy Management

For insurance companies, the platform supports policy management, claims processing, and customer service. It enables insurance agents to track policies, manage claims, and enhance customer satisfaction.

  • Faster Claim processing
  • Improved Customer satisfaction

Insurance and Policy Management

For insurance companies, the platform supports policy management, claims processing, and customer service. It enables insurance agents to track policies, manage claims, and enhance customer satisfaction.

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Insurance and Policy Management

The policy management, claims processing, and customer service. It enables insurance agents to track policies, manage claims, and enhance customer satisfaction.​

  • Improving Communication
  • Employee issue resolution
  • Proper Documentation Process

Insurance and Policy Management

The policy management, claims processing, and customer service. It enables insurance agents to track policies, manage claims, and enhance customer satisfaction.​

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Integration with External Systems

Salesforce Financial Services Cloud allows seamless integration with other systems and applications, such as banking systems, core financial platforms, and third-party data providers.​

  • Seamless integration for data import/export
  • Third Party integrations

Integration with External Systems

Salesforce Financial Services Cloud allows seamless integration with other systems and applications, such as banking systems, core financial platforms, and third-party data providers.​

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Client Relationship Management (CRM)

Salesforce Financial Services Cloud provides a robust CRM platform specifically designed for financial services. It allows organizations to manage client relationships, track interactions, and gain a comprehensive view of client data.​

  • Analyzing data to identify trends, opportunities, and areas for improvement.

Client Relationship Management (CRM)

Salesforce Financial Services Cloud provides a robust CRM platform specifically designed for financial services. It allows organizations to manage client relationships, track interactions, and gain a comprehensive view of client data.​

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Compliance and Regulatory Tools

The platform includes features to help financial institutions comply with industry regulations and standards. This includes tools for managing regulatory reporting, compliance checks, and audit trails.​

  • Proper Audit checks
  • Complete Compliance checks

Compliance and Regulatory Tools

The platform includes features to help financial institutions comply with industry regulations and standards. This includes tools for managing regulatory reporting, compliance checks, and audit trails.​

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Analytics and Reporting

Salesforce Financial Services Cloud offers robust analytics and reporting capabilities, allowing organizations to gain insights into their business performance, track key metrics, and make data-driven decisions.​

  • Improving Communication
  • Employee issue resolution
  • Proper Documentation Process

Analytics and Reporting

Salesforce Financial Services Cloud offers robust analytics and reporting capabilities, allowing organizations to gain insights into their business performance, track key metrics, and make data-driven decisions.​

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Mobile Accessibility

As with other Salesforce products, Financial Services Cloud is accessible through mobile devices. This enables financial professionals to stay connected with clients, access critical information on the go, and collaborate with team members.​

  • Complete Mobile access
  • All in one data access

Mobile Accessibility

As with other Salesforce products, Financial Services Cloud is accessible through mobile devices. This enables financial professionals to stay connected with clients, access critical information on the go, and collaborate with team members.​

Application House Value Add & Benefits​

Our Consultants ensure that we provide end-to-end support with complete ownership of the engagement from Discovery call to Post Go-live support.

Value Add & Benefits

1-1 Follow ups

Our plan includes all communications with a dedicated POC/Salesforce expert. This ensures complete ownership and one stakeholder.​

Value Add & Benefits

Certified Proficient Experts​

All resources deployed are Certified Salesforce experts with proven experience on Salesforce Financial Services Cloud implementation. With proper certification retentions ​

Value Add & Benefits

Transparency (24*7)​

Log submission of total hours completed on implementation with tasks completed and WIP for the entire engagement. ​

Value Add & Benefits

Training & Support​

Our experts will ensure that your Finance team is hands on and confident on using Salesforce Financial Services Cloud . Initiate the dashboards.​

Value Add & Benefits

Third Party Integrations​

Our experts can ensure integration – Creating Custom links or purchase API solutions to link it efficiently.​

Value Add & Benefits

Post Go-live Support​

Our experts go the extra mile by extending post Go-live support as part of our starter pack.​

Need any help? Start with a Free Consultation
One suite of best-in-class sales solutions and services

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Projects Completed

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Certified Experts

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.

Speak with
Our Specialists

    General Enquires

    Phone: +44 74 24 503 914 & sales@applicationhouse.com