Salesforce Financial Services Cloud2024-06-08T05:36:10+00:00

Transforming Financial Services with Mirketa: Drive Customer Growth and Loyalty with Personalized Services with Salesforce Financial Services Cloud

Mirketa stands at the forefront of transforming the Financial Services sector by specializing in the implementation, integration, and support of Salesforce Financial Services Cloud. We have seamlessly collaborated with numerous Financial Services organizations: Banking, Wealth Management, and Insurance, curating innovative Financial Services Cloud solutions. Our commitment is rooted in streamlining operations, elevating Customer Growth, and fostering meaningful stakeholder engagement, and optimizing both time and costs for Financial Services organizations. As your dedicated partner, Mirketa is poised to unlock the full potential of Salesforce Financial Services Cloud, ensuring your future Financial Services journey is both seamless and impactful.

Our Salesforce Financial Services Cloud Implementation services include

  • Our Salesforce Financial Services Cloud consultants assess your Financial Services organization’s requirements, workflows, and other existing processes. They will work seamlessly with your organization to define a clear roadmap for the Financial Services Cloud Implementation to meet your Financial Services goals.
  • As part of the Salesforce Financial Services Cloud Implementation, our experts create a Design Architecture which acts as a blueprint of the Financial Services Cloud solution, mapping business entities and processes onto Salesforce Financial Services Cloud Data Model. It calls out the roles for each system, specifies the need for Custom Development and other required Integration.
  • Mirketa as your Financial Services Cloud consulting partner configures Financial Services cloud to align with the organization’s specific needs, including recruitment & Financial Services, alumni management, marketing automation, LMS, SIS, Fundraising and Student support services.
  • Mirketa offers robust capabilities in client profile management, featuring centralized client profiles enriched with detailed financial information. This empowers financial professionals to access a comprehensive 360-degree view of client portfolios and financial histories. This depth of insight enables them to provide informed advice and services tailored to each client’s unique financial situation.
  • Mirketa helps with financial account tracking so your organizations can excel with real-time monitoring of client financial accounts. This feature allows for the continuous tracking and management of client assets and investments, facilitating proactive financial planning strategies that align with clients’ objectives.
  • Mirketa ensures compliance and security is a top priority, and our platform achieves this through built-in compliance tools and robust data security measures. This not only helps financial institutions maintain regulatory compliance but also ensures the protection of sensitive financial data, fostering trust and confidence.
  • Mirketa provides specialized tools for setting and tracking clients’ specific financial goals. This feature assists financial professionals in creating personalized plans to guide clients toward the achievement of their financial aspirations.
  • Mirketa offers wealth management insights feature stands out with its data-driven approach to investment strategies. By leveraging analytics, financial professionals can make well-informed investment decisions, contributing to the growth of client wealth over time.
  • Mirketa ensures communication is facilitated through effective integrated communication tools. This feature enables financial professionals to stay connected with clients through personalized communication and timely updates, fostering strong and enduring client-advisor relationships.
  • Mirketa boosts productivity with financial services cloud tools designed to streamline workflows. This enhancement in efficiency allows advisors to allocate more time to client engagement, ultimately strengthening the overall client-advisor experience.
  • Mirketa’s Technical tailor Salesforce Financial Services Cloud to meet your organization’s needs. This typically involves initial setup of Financial Services cloud, configuring objects, fields, and relationships, setting up security and access controls and customizing page layouts, workflows, and record types.
  • We as your Financial Services Cloud Consultants develop a data migration strategy for your institutions and assist with migrating relevant data from existing systems to Salesforce Financial Services cloud.

Experience with Financial Services Cloud Solutions:

Mirketa is a seasoned consulting partner with experience working with Salesforce Financial Services Cloud on the following features. This expertise allows us to tailor solutions that align with the organization’s mission and objectives.

  • With a Comprehensive View of client portfolios and financial history we can offer personalized financial advice.
  • We enable clients to drive accelerated growth by cultivating Trusted Relationships. Empower your front-office teams to make every customer interaction productive by uncovering and highlighting key insights about customers and their financial needs.
  • We simplify the complex process of Customer Onboarding in financial services. Streamline operations to leave a lasting positive impression on customers, ensuring a smooth and efficient onboarding experience.
  • We scale Innovative Service offerings that customers will love by leveraging automation. Reduce the cost-to-serve while personalizing every interaction through AI-driven insights, enhancing the overall customer experience.
  • We enable clients to achieve personalized financial engagement at scale by utilizing real-time Financial Actionable Data. Enhance customer loyalty and retention by delivering tailored experiences based on up-to-date information, fostering long-term relationships with your clientele.
  • We ensure Regulatory Compliance and safeguard sensitive financial data with built-in tools and robust security measures.
  • We empower clients to achieve their financial objectives through Personalized Plans and Financial Goal-Tracking Tools.
  • We enable clients to stay connected with clients through Integrated Communication tools, providing Personalized Updates and fostering strong relationships.
  • We Streamline Workflows with tools that enhance advisor efficiency and productivity, allowing more time for meaningful client engagement.

Ready to Transform?

Embark on a journey of digital empowerment with Mirketa. Let us be your strategic ally in achieving greater operational efficiency, fostering deeper stakeholder engagement, and realizing the full potential of your Financial Services organization. Contact us today to kickstart your digital transformation.

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