Unit 25 Fleetway Business Park, London, UB6 7LD
Pramukh Park, Naranpura,
Ahmedabad
211, Princess Business Skyline, Indore, MP.
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.
We tailor Salesforce Financial Services Cloud’s suite of collaboration and communication features, such as real-time chat, video conferencing, and document sharing, to enhance your team’s productivity and communication, leading to more streamlined operations.
Our comprehensive, budget-friendly solutions encompass the entire implementation spectrum, from detailed planning and seamless setup to efficient data transfer and continuous support, ensuring an increase in your investment's return.
Meeting unique requirements of Financial institutions with Financial services Cloud
The platform helps streamline client onboarding processes & facilitates efficient account management. It includes features for account opening, compliance.
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.
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.
The policy management, claims processing, and customer service. It enables insurance agents to track policies, manage claims, and enhance customer satisfaction.
Salesforce Financial Services Cloud allows seamless integration with other systems and applications, such as banking systems, core financial platforms, and third-party data providers.
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.
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.
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.
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.
Our Consultants ensure that we provide end-to-end support with complete ownership of the engagement from Discovery call to Post Go-live support.
Our plan includes all communications with a dedicated POC/Salesforce expert. This ensures complete ownership and one stakeholder.
All resources deployed are Certified Salesforce experts with proven experience on Salesforce Financial Services Cloud implementation. With proper certification retentions
Log submission of total hours completed on implementation with tasks completed and WIP for the entire engagement.
Our experts will ensure that your Finance team is hands on and confident on using Salesforce Financial Services Cloud . Initiate the dashboards.
Our experts can ensure integration – Creating Custom links or purchase API solutions to link it efficiently.
Our experts go the extra mile by extending post Go-live support as part of our starter pack.
Number of Salesforce-verified projects completed by the consultant
Number of people employed by the consultant who hold qualifying Salesforce certifications.
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.
2nd Floor,
Unit 25 Fleetway Business Park,
London, UB6 7LD
Agile IT Application House India Pvt Ltd, Pramukh Park, Naranpura, Ahmedabad, Gujarat.
211, 2nd floor Princess Business Skyline, Vijay Nagar, Indore,
Madhya Pradesh, 452010.
Salesforce Consultancy, AppExchange & Managed Service Partner specializing in Integration providing 360-degree solution.
Helping Fortune 500 companies over a decade in the IT industry to make the right technology investments. Application House provides Multi-discipline IT consulting services. Expertise in Salesforce, Java, Microsoft .NET, and Embedded systems.
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