Unit 25 Fleetway Business Park, London, UB6 7LD
Pramukh Park, Naranpura,
Ahmedabad
211, Princess Business Skyline, Indore, MP.
With the help of Salesforce financial services cloud Application House is able to provides it’s customers with more personalized, comprehensive experiences to work efficiently.
Financial Cloud Offers a plethora of features to banking, insurance and investment company to manage and track all their customers that helps spend more time on customers & also ensuring a consistency & coherence throughout the 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
Financial Cloud helps financial advisors to manage financial goals & investment preferences, a detailed view of all the account investments and policies. Service Cloud helps with streamlining managing the processes of accounts efficiently that includes centralizing client data like personal information, documentation and renewal updates.
Created to support the business advisors and wealth advisors to help customers with customers with investment planning, portfolio management. Finance cloud also helps to generate the detailed reports of financial portfolio performances which helps to create planning and projections.
To manage policies and client relationships more efficiently businesses use finance service cloud as it helps to centralize policy information, coverage details, claim history and many more this helps businesses to deliver personalized experiences to customers.
Financial Account Aggregation helps to consolidate all the financial data from different resources like banks, brokerage firm, insurance firms. This also provides a detailed view of all the clients assets, liabilities at a single place providing a secured platform ensuring all the compliance like SOC 2, HIPAA, GDPR etc.
To under the insights in details of the clients list, financial service cloud provides a very deep insights of customer relationship data dashboard in the Org. This relationship mapping helps to visualize data of advisors, connection to family members etc. This leads to enhanced client satisfaction and loyalty.
The interaction management helps to manage client interactions providing a consolidated engagements. This also helps to create and assign tasks related to client interactions. Providing a tool to manage communication the interaction management helps to enable seamless interaction with clients across various channels like phone, emails and chat.
over a decade in the IT industry to make the right technology investments.
Helping Businesses with the Comprehensive Financial Service Cloud
Leverage the powerful CRM to transform the financial institutions
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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