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.
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
Talk to a Salesforce consultant in banking.
Unlock your bank’s potential by scheduling a chat anytime.