Industries

Banking

Salesforce has revolutionized the banking industry by empowering institutions to better deliver personalized service, increase efficiency, provide customer resources, and drive engagement — making the industry a more fulfilling experience beyond just depositing and withdrawing money. That’s why we decided to become Salesforce consultants geared towards banking.

With Salesforce, banks are able to deliver a seamless customer experience that invests in each customer’s financial journey and offer proactive service to meet modern customer expectations of stability and service.

Our Subject Matter Experts have several years of experience implementing Salesforce for several banks of all sizes, delivering us the industry expertise to optimize your bank’s customer and employee experience.

headquarters of banks, salesforce implementation partner for banking

Our Financial Services Accelerators are here to elevate your bank’s services.

Accelerators are service packages for optimizing specific parts of your Salesforce environment. With our accelerators, your staff will have a much easier time understanding, organizing, and understanding customer data while accurately tracking their assets, paving the way for faster service.

All our accelerators are configured by experienced Salesforce consultants with several years of experience configuring Salesforce for multiple banks. Their goal is to provide you with a shortcut to an optimal environment for innovation and fulfilling, human-centric customer and employee experiences.

Banking and Lending Transformation Roadmap

Featuring Financial Services Cloud, Mulesoft, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud

Marketing & Sales
Onboarding

Origination & servicing

Support and Growth

Brand Awareness

Lead Generation

Client Profile

Risk/Compliance Review

Loan Application

Fee Management

Servicing Management

Client Requests

Renewals

Content Management

Campaign Management

Communication Preferences

Core Banking Data View

Loan Docs

Forms Gen

Renewals

Cross Selling

Upselling

Marketing

Referrals and Offers

Know Your Customer

Product Inventory

Credit Underwriting

Loan Decisions/ Approvals

Modifications

Client Feedback

Advice

Segmentation

Prospecting

Supporting Docs

E-Signature

Loan Details

Closing

Access Management

Alerts and Notifications

Payoff

Booking

Property Details

Client Portal

Financial Details

Funding/ Disbursement

Cross-Cutting Capabilities

  • Outlook Integration
  • Meeting Notes
  • Attachments
  • Events
  • Appointment Management
  • Dashboards
  • Mobile Contact Management
  • Notifications
  • Alerts
  • Analytics
  • Reporting
  • Chat
  • AI
  • Customer 360
  • Case Management
  • Collaboration
  • Customer Journeys
  • Knowledge Management

UX/UI for Banking and Private Wealth Management

A quality user experience is essential to your staff and customers navigating your Salesforce environment. This accelerator builds out your pages to be as least confusing and as intuitive to navigate as possible, adapting to your users each step of the way.

Banker, Advisor, or Wealth Manager Onboarding

Seamlessly onboard and your key financial services staff onto Salesforce with this accelerator. Then you’ll be able to group and manage them by team, including setting and tracking their commissions. You’ll be able to transfer and offboard them when needed as well.

Visibility and Sharing Model for Financial Accounts

Not everyone needs to see your clients and accounts. This accelerator will enable Apex-based sharing based on teams and team members, so that a certain team won’t be able to view the financial accounts/AUM of another team when needed.

Case Management

This accelerator will organize and configure your client requests so that team members can easily locate them and are given an in-depth view. These include customer requests for withdrawals, wires, performance reports or quarterly summaries.

Held Away Assets

Track assets not managed by the bank or are held outside the bank. This accelerator will provide cross selling and upselling opportunities for the bankers.


Know Your Customer

This accelerator builds an interface in that will provide a KYC (Know Your Customer) form for collecting information that’ll help you assess a prospect’s risk and validate their submissions.

New Account Opening Process

This is an end-to-end workflow that includes screens and processes built in Salesforce to open a customer account for deposits and wealth management accounts.



Referral Management

This is an end-to-end workflow that includes screens and processes to create and manage customer referrals for both for existing clients and new clients.



LPL

Save over 20 hours of consulting time with this accelerator. With a configured integration between LPL and Salesforce, you’ll receive documentation detailing the object and field integration details, JIRA stories meeting the definition of ready, and processes to validate the ongoing integration once its live.

Talk to a Salesforce consultant in banking.

Unlock your bank’s potential by scheduling a chat anytime.

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