Salesforce Finance Cloud

Salesforce Financial Services Cloud or Finance Cloud acts as an integrated platform specifically designed for the processes of financial services organizations. Data Security is the prime concern while implementing Salesforce Finance Cloud due to its direct relation with money and wealth.

Our Salesforce Finance Cloud implementation, integration, and customization are secure and data compliant.

Want to offer secure financial services?

Features of
Finance Cloud
  • Exceed Expectations

    Deliver more personalized communications across any device. Collaborate in online social feeds. Streamline requests, and track new opportunities.

  • Work Smarter

    Acquire a complete view of all service requests submitted through various platforms, mediums, and call centers. Prioritize inquiries based on urgency and make sure to put the right person on the case.

  • Personalize Interactions

    Seamlessly collaborate with colleagues. Set smart reminders for customers’ important life events and have more meaningful interactions with customers.

  • Empower Policyholders

    Have real-time interactions with customers from any device, even with short notice.

  • Match Dreams with Client’s Goals

    Personalize interactions with rich client profiles centered on personal goals. Be proactive and develop deeper relationships with customers.

  • Overview of Your Book of Business

    Automate routine processes and keep track of referrals with productivity tools and integrated partner apps.

  • Deliver Personalized Service Anytime, Anywheres

    Connect with customers from any device, and build stronger relationships. Respond to timely account alerts, and collaborate across the household on key life goals.

  • Retail Banking

    Break the banking status quo. Create a consistent digital experience. Deliver effortless and real-time customer engagements across any device.

  • Mortgage Banking

    Build deeper relationships with brokers and customers. Simplify the mortgage process with instant access to the information at a centralized location.

  • Premier Banking

    Get insights into premier customers’ career milestones, household relationships, preferred channels, and financial objectives. Proactively address their needs and help them achieve their goals with predictive journeys.

  • Business Banking

    Expand your range of banking solutions. Get a complete view of top customers at both a personal and business level, and meet their financial needs by extending the conversation. Streamline loan origination and process workflow.

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Automate Your Financial
Processes with Finance Cloud

Eliminating the manual processes and thus the errors, Finance Cloud automation offers the secure financial management of your business. By automating Finance Cloud, you can get real-time data and handle your business operations effectively.

With our efficient data migration strategies, we help you automate the following processes:

  • Wealth management processes
  • Insurance processes
  • Banking processes

Build and grow your book of business.

Finance Cloud Customizations
We Offer

Security matters in financial matters. We value that and offer security-tight implementation of Salesforce Finance Cloud. In Finance Cloud customization, we use proper data types and strictly follow the data model. t is very important to map the client database with the Salesforce database while implementing and customizing Salesforce Finance Cloud. We take utter care in data mapping, data migration, and integration. We offer customization in:

  • Legacy system data model
  • Readymade codes
  • Custom objects

Are you considering updating the version of your financial affairs?