Salesforce Financial Services Cloud
Energize your customer relationships with 360-degree digital experiences that redefine the banking experience.
Every online interaction your customer has with your business is an opportunity to build trust and loyalty. We’ll help you do just that by reshaping Salesforce to create a digital experience that your customers love.
Access client & household profiles and build a visual client relationship map that provides details on their goals, interactions and more.
Boost your advisors productivity with in-context collaboration, engagement cards and real-time analytics.
Supercharge your customers with the help of predictive analytics, market data and their persona-based analytics and enable them to take informed decisions that meet their goals.
Technology has reshaped the world in more ways than we can imagine. The global business landscape has been drastically altered and as we move into the fourth age of the industrial revolution, we have to learn to live with and deal with more than 70 billion connected devices and businesses that rely on IoT (Internet of Things) and AI (Artificial Intelligence).
With the change in consumer demands, the financial industry has also undergone drastic upheavals in the way they interact with their customers.
Commercial banks as well as retail banks have understood the importance of developing deeper customer relationships with a broad range of services. Banks have to increasingly go beyond their standard services and work in an agile environment to stay relevant to today’s customers.
Sales and service optimization
With a healthy business climate, the need for capital and banking products have been on the rise. Banks need to work with low interest rates to boost their loan portfolios.
Further, with an increasingly competitive environment and a wide range of financial services providers in the market, the focus is on the quality of service provided by them.
Critical differentiators like the onboarding and origination experiences that still need to follow regulatory guidelines can make all the difference.
Salesforce financial services cloud
Salesforce wealth management solution enables financial advisors to easily mange multiple clients and households. It allows them to keep track of their financial goals and significant life events thus offering customers a tailored experience that will earn them loyalty.
Salesforce insurance CRM gives agents and customers the right information whenever and where-ever they need it. With intelligent task prioritization, it empowers agents to proactively address the most urgent cases first. Customers can also submit claims directly from their phones with photos and track their claim progress real-time.
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Six Consulting Awarded as Top B2B Company in Georgia by Clutch!
The Six Consulting team is proud to be recognized as a Clutch Leader. Thanks to our clients and an amazing team of experts who made this possible! read more
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Six Consulting Inc. in Clutch 2018 Top B2B IT & Business Services List
We're thrilled to be announce that Six has just been named one of the top system integrators on Clutch read more
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Team Six at the GMSDC Spirit of Alliance Awards night
Our team was excited to be a part of the awards night celebrating supplier diversity read more