An industry-tailored suite of Salesforce Financial Services Cloud consulting services
Benefit from technology designed with financial institutions in mind through Noltic’s expertise
Financial Services Cloud
consulting partner
Noltic is a go-to Salesforce Financial Services Cloud implementation partner
Our approach to Salesforce Financial Services Cloud implementation is comprehensive, strategic and supported by 110+ projects in our portfolio, ensuring precision and expertise in meeting your business goals.
Tailored business alignment
Our implementations align with your business’s established goals and processes, ensuring that Salesforce enhances your operations just as you need them.
Streamlined implementation and integration
Thanks to our verified 300+ Salesforce certifications and 10 Salesforce certified architects, we guarantee a streamlined integration process that leverages best practices and innovative solutions.
Minimal disruptions
We ensure a smooth step-by-step transition in your daily operations by managing the implementation process with care and precision.
Who can benefit from Salesforce Financial Services Cloud?
Discover how Salesforce Financial Services Cloud features can revolutionize your business operations.
Banks
- Gain customer behavior insights
- Enhance risk assessment with real-time data integration
Wealth management firms
- Streamline client interactions and portfolio management
- Automate and simplify compliance processes
Credit unions
- Deepen relationships with members
- Improve loan processing and member services
Insurance companies
- Accelerate claims management with streamlined processes
- Gain a unified view of each customer, from policy details to interaction history
Investment banking
- Access real-time data on market trends and client portfolios
- Provide superior service by tracking investments
Mortgage companies
- Simplify and accelerate the mortgage application process, from origination to closing
- Identify and engage clients likely to refinance or buy new properties
Our Salesforce Financial Cloud Implementation Services
As a leading Salesforce financial cloud implementation company, we know how to meet unique industry needs in terms of security, efficiency, and unification of services.
Improving operational efficiency and productivity with Salesforce FSC
Optimize customer engagements
- Consolidation of all Interactions happening during a session
- Integration with Service Cloud Voice
- Sharing features for Engagement entities including manual sharing, role hierarchy, sharing settings page, OWD jobs, change owner, queue enabled, and more
Unify the financial experience for customers
- B2C & B2B Data Model
- Relationship Groups, Builder & Mapping
- Financial Summaries & Rollups
- Financial Accounts, Holdings, Securities,
Treasury Services, Assets & Liabilities
Bring in the Book of Business analytics
- Pre-built dashboards, metrics & dataflows with Einstein Analytics
- Easy visibility and ability to segment the Book of Business for each Advisor
- One-click actions from List View
- Trends & segment clients based to evaluate activity effectiveness
Drive performance and service excellence
- Branch/Business Unit Management
- Role Based Consoles
- Financial Accounts & Transactions
Manage a clear timeline
- Flexible anchor object
- Configurable event details
- Summarization, Filtering, and Sorting
- Multiple form factors
- Intuitive Admin experience
Increase security with identity verification
- Custom Admin Setup
- External Database Search
- Multi-Object Search
- Verification Trail Auditing
Consult on Salesforce FSC for your business
Meet our Salesforce Financial Services Cloud accredited professionals
Noltic’s Salesforce developers with Salesforce Financial Services Cloud certifications and specific experience to back up your project.
19x
Mykhailo Konyk
Mykhailo is a trailblazer in our Financial Services Cloud unit, mentoring the team and implementing complex solutions for banks and wealth management companies.
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10x
Orest Reveha
Orest is responsible for most of the architectural decisions for the financial institutions we work with.
2x
Mariia Martsiv
Mariia is our Salesforce course alumna who quickly gained superb experience working on finance-related projects with great detail orientation.
Our Salesforce implementation for financial institutions case studies
Enhancing the security and efficiency of sensitive data flow for a Caribbean financial sector client
We created a reliable and privacy-driven API connection with partner banking institutions. We eliminated incoming data loss issues to ensure steady system performance and help build trustful relationships with B2B customers for our client.
Disrupting the financial sector with a Salesforce fintech solution
We helped the client build a Proof of Concept (PoC) to expand the functions of their client’s banking services application. The idea of the project originated from the introduction of the Payment Services Directive (PSD2).
/ Start an FSC project
Lets work together
FAQ
What are the benefits of implementing Salesforce Financial Services Cloud?
Implementing Salesforce Financial Cloud offers enhanced customer insights, improved operational efficiency, streamlined compliance processes, and better risk management. We suggest booking a Salesforce Financial Services Cloud demo with us for more information.
What does a typical Salesforce Financial Services Cloud implementation involve?
A typical implementation involves needs assessment, system configuration, data migration, systems integration, compliance and security setup, performance optimization, and post-implementation review.
How long does a Salesforce Financial Services Cloud implementation take?
The duration of the implementation process varies based on the project's complexity, but a typical implementation can take anywhere from a few weeks to several months.
Do I need a partner to help with the implementation?
Yes, partnering with an experienced Salesforce consultant like Noltic ensures a smooth and successful implementation tailored to your specific needs.
How will my data be migrated to Salesforce Financial Services Cloud?
Noltic ensures a seamless and secure data migration process, preserving data integrity and minimizing disruptions to your business operations.
