Salesforce for Financial Services

Salesforce for Financial Services Growth

Financial firms are increasingly turning to CRM platforms like Salesforce to enhance productivity and manage client information. This results in advisors dedicating more time to assist clients in achieving their objectives, rather than handling administrative tasks. With Salesforce, advisors can provide tailored, proactive advice across various channels, thereby surpassing investor expectations. 

So what are the benefits:

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

Moreover, Salesforce allows financial advisors to establish more profound and dependable connections with their clients. By automating relevant customer data from disparate sources, businesses operate more efficiently. Salesforce aids entrepreneurs in monitoring financial objectives, identifying fresh opportunities, and expanding client relationships. 

Salesforce: Increased Client Engagement

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 Salesforce 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.

How C24 can help?

With our extensive Financial Services expertise, C24 can help you in seamlessly integrate Salesforce into your business operations. We specialise in connecting 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, Certinia and Change Management solutions.