Salesforce implementation and consulting for financial services
Salesforce implementation benefits for financial services companies
Salesforce for banking institutions
- Automated workflows for commercial, corporate, and other banks
- Reduced costs with banking processes automation and up to 188% ROI
- Unified in-branch and digital banking experience for customers
- Improved back-office banking operations
Salesforce for financial management
- Centralized financial data for planning and reporting
- Goal-based planning for future investments
- Increased productivity through automation solutions and 6-10% operational budget reduction
- Personalized advisory with client portfolio insights and advanced communication tools
Salesforce for insurance companies
- Automated workflows for policy quoting and issuance
- Insurance data for new product creation
- Custom rules for efficient claim processing
- Personalized customer experience with insurance data analytics
- Up to 25% improvement in underwriting documentation.
Why choose Salesforce for your financial business
Full customer data protection
Protect sensitive financial information with our Salesforce financial services and industry-leading security protocols.
360° customer view
Unify customer data from across your organization to get an all-around understanding of your clients and deliver exceptional service.
Legal compliance
Meet strict financial regulations with built-in Salesforce finance compliance features. Handle audits and submit compliance reports with ease.
Native add-on solutions
Leverage native Salesforce add-ons like Shield for encryption, event monitoring, and field audit trails, improving your overall security posture.
Salesforce solutions for the financial sector
A CRM platform built for the unique needs of financial institutions. Salesforce Financial Services Cloud for insurance, banking, and finance includes:
Handle client portfolios and offer proactive financial advice.
Set financial goals, develop strategies for their achievement, and track progress over time.
A platform for managing sales processes, opportunities, and customer relationships. Sales Cloud features:
Automate repetitive tasks, track leads and opportunities, and close deals faster.
Track sales performance, forecast revenue accurately, and improve your sales strategies.
A platform for managing interactions and building stronger relationships with customers. Key features include:
Deliver exceptional customer service through multiple support channels.
Monitor client accounts for potential issues, trigger automated alerts, and solve problems before they escalate.
A marketing automation platform for personalized campaigns, lead generation, and customer engagement. Core features include:
Target your marketing campaigns following customer needs and preferences.
Connect with your customers through any channel, including email and social media.
Our Salesforce implementation and development services for financial companies
Why choose Noltic for Salesforce implementation and development
Noltic is a leading Salesforce Financial Services Cloud consultant with proven expertise and a track record. Since 2017, we’ve helped plenty of financial institutions succeed with Salesforce.
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AppExchange
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Success stories of our clients
Experience Cloud, CMS
Data protection for a Caribbean financial services company
Explore how Noltic helped a financial sector client establish secure sensitive data flow and ensure stable system performance through Salesforce financial services.
Marketing Cloud, Pardot
Marketing Cloud implementation for an American bank
Discover how our services assisted an innovative US-based bank in boosting user engagement through hyper personalization possible with Salesforce Marketing Cloud.
Sales Cloud
Sales Cloud for an American banking giant
Check how our Salesforce Financial Services Cloud consulting services helped a full-service, B2B-focused bank succeed. Watch us deliver an analytics app and a new CRM system for better customer data management.
Chief Innovation Officer at Esquire Bank
Lets work together
FAQ
- Explore Salesforce capabilities. For example, you can start by exploring Trailhead, a free learning platform. Here, you can find all the necessary information, from basics to data modeling and best practices for Salesforce Financial Services Cloud.
- Get hands-on. You can test Salesforce features and functionalities by setting up a free trial organization (Org). This way, you can try to build mock dashboards and explore the Salesforce interface.
- Prepare your data. FSC utilizes a specific data structure to organize customer information. Familiarize yourself with the standard objects (e.g., Account, Contact) and how they relate to financial data like accounts and transactions.
- Contact experienced Salesforce implementation partner. For example, you can consult with our architects at Noltic.
- Unique user authentication. Each user has a unique username and password to access the platform. This ensures that only authorized individuals can access client information.
- Data encryption. It’s used to safeguard data both at rest (stored on servers) and in transit (being transferred). This makes it virtually impossible for unauthorized parties to access sensitive financial information, even if they intercept data transmissions.
- Compliance tools. The platform offers Financial Services Cloud, which provides all necessary functionality to track client interactions, manage data according to regulations, and ensure auditability.
- Focus on regulations. Salesforce continuously improves its products to be relevant to current regulations. Moreover, it offers resources to help you comply. For example, Salesforce guides various regulations, including the Department of Labor's Fiduciary Rule.
