Solution for Financial Services

High ROI is achieved in financial firms by automating tasks, attractign quality prospects, and predicting market dynamics

An Integrated Platform for Financial Services 

Financial services firms and investment companies grow primarily by finding new clients and expand their book of business. To reach this goal they are always looking for ways of offering smarter advice and delivering personalized service to their customers. However, this endeavor has its obstacles and challenges that ultimately reduce the performance and productivity of advisors.

To overcome these challenges, financial services firms have traditionally relied on information technology. Today at the tip of this technology is an integrated CRM automation system, supercharged with big data analytics and AI capabilities.


Salesforce Financial Services Cloud

Financial clients today expect personalized outreach, proactive insights, and goal-based planning, delivered the moment they want it. Salesforce Financial Services Cloud empowers advisors to build deeper 1-to-1 client relationships, be more productive and engage with clients everywhere. It is transforming the client-advisor relationship by delivering more personalized client experiences, increasing agent productivity and enabling collaboration like never before.

Wealth management firms, investment banks and capital markets firms are adopting Salesforce to strengthen relationships with corporate clients and institutional investors.

The adoption of Salesforce Financial Cloud is growing fast among all four sectors of financial services industry.

Wealth management advisors are able to see all of their client’s information in one place with Client Profile in Salesforce Financial Services Cloud. It gives them instant access to tear sheets, financial accounts and goals. The Client Profile’s Relationship component enables advisors to visualize and manage relationships with extended family members to get a more complete picture of everyone in the family.

Retail and commercial bankers can access rich customer profiles across all products and business lines. With smart insights, employees can identify new opportunities to engage prospects, convert more leads, and create customers for life.

The evolving needs of policyholder requires insurance agents to deliver outstanding personalized service when customers need it most across social, web, email, and more, all in a single Salesforce instance.

In capital market sector, delivery of a world-class service is what institutional clients expect.

The industry’s most influential investment banks and buy-side firms count on Salesforce to help them collaborate securely and streamline client engagement. This in turn enables them to customize their products in ways that would have not been possible due to the time and effort required for such a personalization of financial products.


A Powerful Tool for Advisors

With the Salesforce Financial Services Cloud Assistant, advisors can stay on top of their most critical tasks throughout the day. It aggregates information from multiple systems and creates comprehensive to-do lists, including proactive alerts for leads and tasks.

Salesforce Financial Services Cloud’s Advisor Today homepage is built to enhance advisor productivity by automating administrative tasks and giving advisors more time to focus on their entire book of business. They can check information on client accounts, such as gains and losses, and review relevant market insights.

Single, integrated platform and central data storage means advisors can access their client data instantly and from anywhere, in the office or on the go. This increases productivity and lowers the time they spend on administrative tasks.

Salesforce Financial Services Cloud also enables advisors to deliver personalized advice anytime their client needs id. This nurtures customer loyalty, and keeps advisor’s book of business solid and growing.


Extended Functionality

In addition to a multitude of features and functionalities that Salesforce Financial Services Cloud offers, Salesforce partners like Advisor Software, Informatica and Yodlee extend functionality with apps for portfolio rebalancing, data integration and account aggregation. These software applications seamlessly integrate into Salesforce platform, preserving the single environment while adding new dimensions of functionality to Salesforce Financial Services Cloud.

The Portfolio Rebalancing App from Advisor Software is an enterprise-grade rebalancing engine that can quickly scale to thousands of advisors. Integrated into the Salesforce Financial Services Cloud, rebalancing may be done either automatically or manually, with the option to pass trade files for manual review or directly into an order management system (OMS). 

The Cloud Integration Portfolio from Informatica connects Salesforce Financial Services Cloud with core back-end systems, such as asset management, portfolio management, risk and trust operations, to aggregate critical investment data in the cloud. 

The Account Aggregation Platform from Yodlee collects and connects end-user account data from more than 14,000 sources (such as bank accounts and 401ks) to provide wealth management professionals with a holistic view of their client’s finances across accounts.


Integrated Inbound Marketing

Entering into mobile, social and digital content era, organizations find themselves compelled to break old habits and adapt to the modern, empowered buyer, and financial services is no exception. Initiating new relationships has shifted from an outbound to inbound approach. Leaders are trying to find the perfect balance between customer value and ease of doing business on the one hand, and personal relationships with prospects and clients on the other. This balancing act’s reflection in the organization lands on the relationship between sales and marketing.

Inbound marketing automation integrated with CRM presents a single platform that bridges the gap between sales and marketing. Campaigns no longer have to be product driven that are disconnected from what customers want and need.

By creating and distributing meaningful and relevant content, financial services firms can use marketing automation to personalize communication, scale outreach, align sales and marketing efforts, and much more.

A solution that integrates inbound marketing platforms like HubSpot and Pardot with Salesforce CRM are instrumental in integrating sales and marketing remarkable ways. Such a platform helps banks and financial services firms adapt to changing buyer demands in totally new ways.


Intelligent Big Data Analytics

Financial sector produces the largest amount of data in the world. Huge volumes of transactions, monitoring and analysis are produced and stored every second by banks and other financial institutions. This makes use of high performance big data analytics inevitable for firms in this sector.

IBM and Google are the leading analytics platform for financial big data analytics. Both platforms are use leading-edge artificial intelligence algorithms in order to easily and efficiently handle financial big data and extract valuable insight. When integrated with Salesforce Financial Services Cloud, there is nothing more a bank or financial services firm could want to reach its business goals.



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