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Financial Services Cloud
Transforming Financial Client Relationships
What is Financial Services
Cloud?
Salesforce Financial Services Cloud is a specialised CRM platform designed to address the unique needs of financial institutions, including banks, wealth management firms, insurance providers, and lending organisations. By offering tools to manage client relationships, streamline financial operations, and ensure compliance, Financial Services Cloud empowers advisors to provide personalised, transparent, and efficient services.
Key Features of Financial Services Cloud
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Client 360 View: Gain a complete view of client financial profiles, interactions, and goals.
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Relationship Mapping: Visualise client relationships and household connections for deeper insights.
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Wealth Management Tools: Manage client portfolios, assets, and goals in one place.
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Compliance Tracking: Ensure regulatory compliance with built-in tools and auditing features.
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Collaboration Tools: Enable seamless collaboration between teams for a unified client experience.
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AI and Analytics: Leverage Einstein AI for predictive insights, such as identifying new opportunities or risk factors.
How Tekknovate Can Help You with Financial Services Cloud
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Tailored Implementations: We configure Financial Services Cloud to align with your specific business processes, ensuring seamless adoption and maximum efficiency.
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Personalised Client Engagement: Our team sets up tools for personalised client communication and proactive engagement, helping you deepen trust and loyalty.
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Data-Driven Decision Making: Tekknovate enables you to leverage Einstein AI for predictive analytics, giving you actionable insights to identify opportunities and mitigate risks.
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Compliance and Security Optimisation: We ensure your Financial Services Cloud is configured to meet regulatory requirements, keeping your data secure and compliant at all times.
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Ongoing Support and Training: Post-implementation, we provide continuous support and training to help your teams fully utilise the platform’s capabilities and stay ahead of market trends.
