Financial Services Cloud
Salesforce Expertise
Level I specialist
Financial services are based on trust and your relationship with business and private customers. Do you want to build a closer relationship with your clients? Financial Services Cloud is the ultimate Salesforce solution for the financial sector with specific solutions for both the insurance and banking sectors. Improve and deepen your relationships by offering not only customers, but also partners smart, user-friendly experiences.
Financial
Services
Cloud
Insurance
Meet the changing demands of the policyholder
- Deploy the Insurance Cloud quickly and easily in insurance-specific processes and create better experiences with omni-channel integration of social media, websites, email and other channels for everyone in the insurance value chain. All on one platform!
- The smart data model makes it easy to identify complex relationships that are common in insurance products, so you can use them on a daily basis.
- Manage business and private insurances with an improved (standardised) data model.
- Easily capitalise on life events, business milestones and private goals in daily interactions with your customers using standard components in the Cloud.
- Do your partners not work with code? Not a problem! The user-friendly portal supports you as an insurance company in your search for cooperation with (independent) agents. Fast and efficient!
Offer the banking experience your customers are craving for
Financial
Services
Cloud
Banking
- Create a smooth mortgage process, including specific flows desired by borrowers and lenders. And, the great thing is that you don’t set it up with code, but with a few simple clicks!
- Use a smart process that approves documents such as action plans, so that your Know Your Customer process always conforms.
- Build extensive customer relationships with a strong data model that enables various complex constructions. Whether it’s Business Banking, Private Banking, or Retail Banking: Financial Services Cloud converts those complex relationships into useful insights for your customers.
Financial
Services
Accelerator
NextgenBank - build better banks
- Efficient & Compliant Banking Processes
- Customer Centric Interactions
- Short Time to Market
- Data driven at the core
- Loosely coupled architecture
Experts
