Say hello to the world’s number one CRM solution – a digital platform that is tailored to any financial organization’s model. Whether you are currently part of an insurance company, a large bank or a wealth management firm, Salesforce’s Financial Services Cloud can help your team deliver tailored solutions at any scale across any channel or device.
We align our Salesforce experience with your business objectives and provide you with exceptional customer service. We are your qualified Salesforce partner for financial services that can help you navigate even the most complex Salesforce project and help you achieve your professional goals – affordably and always on time!
Whether you are looking to collaborate with a Salesforce partner for the first time or you are looking to optimize your existing Salesforce processes, App Solve is your reliable solution.
What is the Salesforce Financial Services Cloud?
It’s your time to implement the world’s number 1 CRM solution into your financial services. The Financial Services Cloud is a holistic integrated platform that allows you to deliver exceptional customer service to your clients and drive loyal partnerships that can last you for years. Salesforce’s Financial Services Cloud gives you the opportunity to deliver a concierge level of service with a personalized approach that your clients have grown to expect.
With an integrated application of productivity and engagement features, financial advisors can spend less time gathering client information and do more of what they do best – providing a holistic approach to each and every single client.
Find your customers on the platforms they prefer: SMS, Chat, Facebook Messenger, Whatsapp, and more to provide one-on-one support in their moment of need. The most important reason why customer service is so important is that it contributes to profits. Revenue increases with great customer service.
Put customers at the center of every interaction!
Financial Services Cloud is built with industry-specific needs in mind. Here’s how it works:
- Banks can build trust with superior digital experiences
- Lenders can streamline and digitize the loan application process
- Wealth managers can deepen client relationships with help from AI
- Insurance firms can serve the changing needs of every policyholder
- Marketing Automation integrated with Salesforce Financial Services Cloud
- Salesforce CRM integrated with Accounting Seed financial suite for end-to-end management of the business
- Salesforce Financial Service Cloud is integrated with external ERP for one centralized system of record specifically tailored to the industry
Give your company the edge in a fast-paced environment and contact us today to get started. The more you keep your eye out for resources to guide you in using a CRM platform, the more that will come across your radar — and the sooner you’ll start seeing the growth you’d hoped for!
How do I get my existing data into the Financial Services Cloud?
Our team can help you integrate a number of helpful Salesforce resources specifically designed for your financial data. We will work with you to build a complete solution that can address all your business needs while adding a level of scalability that encourages innovation and strong client partnerships.
At App Solve, we have a team of qualified people that are dedicated to your success. When you trust us to implement the Financial Services Cloud for your accounting objectives, we can help you manage assets, liabilities and goals for both individuals and teams alike – this means your accounting advisors won’t have to worry about customizing their CRM to speak the language of your firm.
Salesforce Financial Services Cloud is built on the world’s #1 CRM solution, with leading financial services partners, including PwC, Accenture, Deloitte, Yodlee, ASI and Informatica. Powerful productivity tools and integrated partner applications allow you to automate daily processes with customizable actions – and client referral tracking ensures you never miss an opportunity!
Connect with clients from any device, and build stronger relationships across a variety of applications!
The Financial Services Cloud is a collaborative wonder that connects customers across the financial services industry and creates a seamless experience. Strategic partnerships with best-in-class industry leaders make it easy to deliver superior service with portfolio rebalancing, custodian data services, and asset aggregation across every account. Plus, as part of the Salesforce platform, Financial Services Cloud benefits from our continuous innovation with three seamless updates a year. This means you’ll have ongoing access to new features and enhancements designed to grow your business faster.
Have you booked your free discovery session yet? Start the New Year off right with the App Solve team!
