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Salesforce Financial Services Cloud

Form deeper and trusted relationships with your clients

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Salesforce Financial Services Cloud Expertise

Over the years, many major financial firms have turned to Salesforce to drive productivity and manage client information. With Salesforce Financial Services Cloud, advisors can spend even less time on admin tasks and more time helping clients achieve their life goals. Financial Services Cloud helps to deliver proactive, personalised advice across a multitude of channels, meaning that advisors aren’t just meeting investor expectations—they’re exceeding them.

Salesforce Financial Services Cloud also helps financial advisors build deeper and more trusted relationships with their clients. Because the system automates relevant customer information from a number of different IT systems, the business will become more streamlined and productive. Financial Services Cloud helps entrepreneurs to keep track of financial goals, determine new opportunities, and grow client relationships.

Features of Salesforce Financial Services Cloud

Built on the Salesforce Customer Success Platform, Financial Services Cloud includes features created specifically for client engagement, and designed with the needs of advisors in mind.

Financial Services Cloud is built for the whole Financial Services industry so can be used by investment managers, financial consultants, insurance organisations, and financial institutions, to name but a few. One of the main features of Financial Services Cloud is the ability to change how wealth and asset management, finance, and insurance firms, interact with and nurture clients.

  • Complete Client and Household Views
  • Productivity and Client Engagement
  • Client Data Management

Is Financial Services Cloud Safe?

This is a question that we’re often asked … Financial Service Cloud is secure and easy to use.  Salesforce takes data security very seriously and uses some of the most advanced technology for Internet security available today. In addition to standard safety features, there are links to Field Automated Systems, Event Monitoring, and Application Authentication, which will ensure that your banking information is both private and secure.

Benefits

  • Streamlined Wealth Management
  • More Efficient Operations
  • Improved Customer Service
  • Enhanced Team Collaboration
  • Secure Customer Data

How Cognition24 can help?

With our extensive Financial Services expertise, we’ll help you connect your business across channels, service lines and geographical locations and help you build trusted and strong relationships with your clients. Our customers in the Insurance, Banking and Wealth Management sectors have all benefited from our innovative Salesforce, FinancialForce and Change Management solutions.

Salesforce Financial Services Cloud: Case Studies

Sterling VDR

Who:

Sterling Technology is the leading European provider of premium virtual data room (VDR) solutions for the secure sharing of content, business process automation and collaboration for the M&A, corporate development, capital markets, private capital, banking and legal communities. Sterling has been supporting the capital and M&A markets for over 30 years, and since opening their first VDR in 2010 they have helped customers and users from over 187 countries and 90 industries successfully complete thousands of deals.

How:

Cognition24 assisted Sterling VDR with a custom integration from a proprietary platform to Salesforce Sales Cloud. We continue to support Sterling with marketing automation and system enhancements.

DataPlan

Who:

Dedicated to payroll solutions, Dataplan is a payroll outsourcing company providing fully managed payroll services that unlike many of the big payroll solution players, who offer a bit of everything, specialise in payroll. DataPlan made a start on implementing Salesforce and realised that it was more functionally rich than they expected so needed help with reviewing and helping them to work through the implementation including integration of Proposify – a proposal generation tool.

How:

Following some initial workshops, we proposed and implemented a Salesforce solution on FastStart, our rapid Salesforce implementation methodology. Presented them with a solution that made the best out of the out of the box Salesforce features, limited customisation, connected to multiple lead generation website and migrated legacy data. In a relatively short space of time, we provided them with a fully functional sales operation system with leads automatically being assigned to the sales team for qualification and proposal, ability to review KPI, reports and dashboards in a comprehensive and simple way.

Crowdstacker

Who:

Crowdstacker is an FCA-regulated P2P lending platform, making peer to peer lending accessible and rewarding for investors and borrowers.

How:

Cognition24 was asked to conduct a review of Crowdstacker's Salesforce Sales and Marketing Cloud with particular focus on Pardot to Marketing Cloud migration.

All Clear Travel Insurance

Who:

All Clear Travel Insurance is a market leading insurance specialist for customers with pre-existing medical conditions. They are a global business with offices in the UK, Gibraltar and Australia.

How:

Cognition24 was asked to conduct a review of their CRM architecture and as a result, implemented Salesforce Sales, Marketing and Financial Services Cloud.

LeapFX

Who:

LeapFXG is a global provider of foreign exchange and international payment services for corporate and private clients across the UK, Europe, USA, Middle East, Asia and Africa.

How:

As an FX trading company LeapFX needed to move fast and quickly access data and systems. The solution designed for LeapFXG allowed this business to go from start-up to £1M turnover in less than 3 months.

Baker Jayne

Who:

Baker Jayne Insurance Brokers is an independent insurance and risk management consultancy.

How:

Baker Jayne is a mature business with a variety of internal systems, processes and data sources. Utilising our rapid implementation methodology, Cognition24 were able to bring all elements together and provide a simple, robust and effective Salesforce Financial Services solution.

Healix

Who:

Healix provides healthcare and risk management solutions to clients around the world, with offices in the UK, USA, New Zealand, Kenya, Singapore, Spain and Greece.

How:

Healix had purchased SalesForce Sales Cloud and needed our help with a rapid re-build for sales and marketing. We worked alongside senior management teams to configure an efficient management solution for sales, sales management, financial forecasting and marketing. In addition, we also assisted Healix with their reporting suite.

Audere Solutions

Who:

Audere is a regulated, independent foreign exchange risk management consultancy.

How:

Cognition24 provided critical support to Audere with Salesforce Financial Services Cloud, and administered additional user training to help further embed the solution. We also assisted Audere by building a suite of customised financial reports.

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