Unlocking growth in the financial industry with salesforce financial services cloud
Financial services cloud is a specialized customer relationship management (CRM) system by Salesforce, catering to the unique needs of financial institutions. It enables firms to manage client relationships, streamline financial processes, and provide tailored financial services. This cloud-based platform offers comprehensive features to enhance client interactions and drive growth within the financial sector.
Who can benefit?
- Financial institutions seeking to strengthen client relationships and deliver personalized financial services.
- Financial advisors and professionals aiming to improve client engagement and productivity through data-driven insights.
Features & benefits:
- Client Profile Management:
- Feature: Centralized client profiles with detailed financial information.
- Benefit/Value: Access a 360-degree view of client portfolios and financial history to provide informed advice and services.
- Financial Account Tracking:
- Feature: Real-time tracking of client financial accounts.
- Benefit/Value: Monitor and manage client assets and investments, allowing for proactive financial planning.
- Compliance and Security:
- Feature: Built-in compliance tools and data security.
- Benefit/Value: Ensure regulatory compliance and protect sensitive financial data. .
- Financial Goals and Planning:
- Feature: Tools for setting and tracking financial goals.
- Benefit/Value: Assist clients in achieving their financial objectives with personalized plans. .
- Wealth Management Insights:
- Feature: Data-driven insights for investment strategies.
- Benefit/Value: Utilize analytics to make informed investment decisions and grow client wealth.
- Client Communication:
- Feature: Data-driven insights for investment strategies.
- Benefit/Value: Utilize analytics to make informed investment decisions and grow client wealth.
- Advisor Productivity:
- Feature: Tools to streamline advisor workflows.
- Benefit/Value: Enhance advisor efficiency, allowing more time for client engagement.
Ready to discuss your Salesforce Financial Cloud needs? Contact us for a free consultation.
Why choose Mirketa for financial services cloud?
Trusted Salesforce Consulting Partner:
- Mirketa is a trusted Salesforce Gold Partner with a decade of experience in Financial Services Cloud.
- Our certified consultants have deep knowledge and hands-on expertise to ensure successful deployment of your financial strategies.
A Strategic Approach:
- We begin by understanding the unique challenges and goals of your financial institution.
- Leveraging the capabilities of Financial Services Cloud, we design tailored solutions to address your specific needs.
- From data-driven insights to compliance management, we harness the power of Financial Services Cloud to drive tangible results and enhance your financial services.
Let Mirketa’s expertise and commitment to innovation elevate your financial institution to new heights. Engage with us today to unlock the true potential of Financial Services Cloud for your financial success.
Success stories
Salesforce.com to Microsoft Dynamics migration
The client is one of the largest banks in the US. The client uses Salesforce for its Wealth Management division. The client decided to migrate to on-premise Microsoft [...]
+ Read more
Community Cloud Based Financial Planning Portal
Financial Advisors on salesforce.com CRM often use 2 or more systems to get the holistic view of their client's banking and investment assets, planning, alerts, and
+ Read moreReady to get Started with your Salesforce Implementation?
Contact us for a FREE consultation on how to get your Salesforce Implementation and Integration Project started.