Salesforce Financial Services Cloud
Unleash the Full Potential of Your Financial Services Institution!
Salesforce Financial Services Cloud is designed to enable your institution to create a personal experience that builds customer loyalty and confidence. Salesforce Financial Services Cloud integrates with Service, Sales, and Marketing to help break down data silos. It also creates a more personalised and coherent customer experience across all departments, as well as through any channels of communication.
Salesforce Financial Services Cloud is a one-stop shop for your financial services team. This delivers realtime access to critical data, an accurate view of every stage in the customer’s journey, as well as visibility for its distinctive customer journey.
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Increase in Client Satisfaction
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Average Revenue Growth
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Better Risk Management Capabilities
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Improvement in Decision Making Accuracy with AI
Insurance Companies
Salesforce Financial Services Cloud enables insurance companies to meet the unique needs of each individual policyholder. A 360-degree view of each policyholder’s milestones can be accessed by customer service representatives and agents. In addition, it allows them to influence coverage recommendations through intuitive Dashboards, Realtime Analytics, and Insights.
Capital Markets
With powerful workflow tools, Salesforce Financial Services Cloud can help capital firms align their processes and operationalise them. Banks, for example, can track investment and deal pipelines with powerful opportunity management features, while investor relations teams and client services are onboarding new clients. The ability to model relationships helps companies to see their assets under management.
Banking and Lending
Banking and lending institutions participate on the basis of timely, relevant information, communication and access across all platforms. You can easily visualize and track customer relationships, streamline transfer of tasks between key stakeholders using Salesforce Financial Services Cloud.
Wealth and Asset Management
With Salesforce Financial Services Cloud, wealth managers and asset managers can ensure transparency and trust. The Relationship Intelligence tool allows you to capture and display visual information in and across households, clients, and networks about up-to-the-minute account information. In addition, through a single location, you can organise and provide advisors with access to critical partner solutions and client information.
Security and Compliance
Salesforce Financial Services Cloud provides strong security measures and adheres to strict standards of compliance to guarantee the protection of customer data. A few of the Platform’s capabilities that enable Financial Institutions to comply with regulatory requirements and retain client confidence are data encryption, user authentication, or an audit trail.
Artificial Intelligence
Salesforce Artificial Intelligence Platform provides financial institutions with the tools they need to streamline their operations, enhance client interactions, and make strategic, data-driven decisions.Â
Analytics and Reporting
The reporting and analytical tools assist financial institutions in monitoring their performance and identifying areas for improvement. Reports on the sales pipeline, customer satisfaction and financial performance shall be included in this.
Training and Support
Aspire CRM provides training and support to financial organisations to ensure successful user adoption of Salesforce. We conduct training sessions, create user documentation, and offer ongoing support to address any questions or issues that arise. By empowering users with Salesforce knowledge, financial companies can maximise their productivity and achieve success.
Marketing for Finance
Salesforce Marketing Cloud is the ultimate marketing for finance tool. Optimise your financial institution’s business impact, gain efficiencies, and create an exceptional customer experience. To enhance personal engagement and drive long-term value, organisations are capable of unifying data and creating a common customer profile. Marketing Cloud allows you to market relevant financial products and services to your customers and prospects across a variety of channels.
Tableau for Finace
Tableau for finace offers features designed for finance teams, which increases efficiency and decision making. The reporting process is simplified by automated consolidation of data, which saves time and ensures correctness. Individual data filtering allows collaboration between teams, while simple tools for viewing large datasets facilitate cooperation. Tableau’s analytical capabilities, such as dynamism reporting and tactical analysis, offer value to financial decision-makers.
Offshore Shipbrokers
Offshore Shipbrokers are a leading vessel brokerage business that can support clients with their sometimes unique needs for shipping. The team at Offshore Shipbrokers were reliant on dated technology including spreadsheets to manage the brokering process, including being able to track vessels and jobs for clients.
Gohenry
Gohenry is an existing Salesforce user but was not getting the required value due to a lack of in-house engagement. Due to the lack of expertise and engagement, the potential to maximise their investment and help increase customer satisfaction and retention was suffering.
QuidMarket
QuidMarket is a fast-growing and successful Financial Services Company that uses Salesforce heavily within its business. Due to sustained growth, their current Salesforce implementation was not efficient enough to support the fast-paced nature of the business and did not provide a single view of the customer to the team.
Liverpool Victoria
LV Insurance is a leading insurance company committed to providing reliable and customer-centric insurance solutions. With a strong presence in the insurance industry, LV Insurance aims to deliver exceptional customer experiences and build lasting relationships with its policyholders.Â
Dorsia Finance
Dorsia Finance, a dynamic and forward-thinking financial services company, recognised the need to enhance their sales and customer relationship management processes. Their current business solution was falling short of meeting their evolving business requirements and the adoption was poor. To elevate their operations and gain a more robust and scalable platform, Dorsia Finance sought a better solution. Â
Whiskey & Wealth Club
Whiskey & Wealth Club was founded on a simple yet innovative idea – to share the joy and potential rewards of wholesale cask Irish whiskey or Scotch whisky ownership with clients worldwide. With decades of experience in the beverage and business sectors, the founders established Whiskey & Wealth Club as one of the pioneers in offering private clients the unique opportunity to purchase cask whiskey.Â
Speak to one of our Salesforce Financial Services Cloud experts
If you have any enquiries regarding our range of services in Salesforce CRM in banking and financial services, don’t hesitate to get in touch with the dedicated team at AspireCRM. Our expertise transcends industries, encompassing diverse business functions and organizations of various sizes. As one of the most established and trusted partners of Salesforce, we pride ourselves on our flexibility in delivering tailored solutions that perfectly align with the unique needs and preferences of our valued customers.