Salesforce Consulting & Support For Financial Services

Benefits of Salesforce to Financial Services

Retain client loyalty by being prepared to deliver personalised insights using full customer visibility into areas such as existing household opportunities, financial goals and compliance attributes. Find out how Salesforce and Silver Softworks can assist in the following areas and across the entirety of the Financial Services sector.

Wealth Management

• We are experts in helping our customers successfully connect with clients from multiple devices.
• Lean on our years of expertise to help you build trusted 1-to-1 relationships with your clients, focused on goals and intelligent strategies.
• Personalise interactions and tailor each transaction to the client using powerful productivity tools.
• We have successfully nurtured our clients towards proven best practices for increased ROI and creating more efficient processes with Salesforce content specifically for Wealth Management.

Banking

• Deliver accurate, personal experiences to banking customers using Salesforce 360° customer view. Capture user data from any interaction to easily build a complete profile which you can access on-demand.
• Receive tailored and effective training to help you and your team to become comfortable using a wide array of Salesforce products & features.
• Allow us to help you discover new solutions in areas from Retail Banking all the way through to Premier and Business Banking.

Insurance

• Salesforce can condense workings from multiple online and offline sources into a single view, available on one platform.
• See all current workings in one place regardless of submitted channel, meaning you can be sure you are always up to date and prepared with the full picture.
• Our specialists support you every step of the way to be certain you can offer the best service for your clients.
• We help you to set up personalised features, including smart alerts & real-time interactions on any device, and teach you how to improve collaboration procedures.

Lending

• We understand that to remain competitive, lenders are expected to provide customer-focused borrowing experiences.
• Salesforce can provide effective, fast-paced and accurate solutions to lending processes. Saving you time and money.
• As Salesforce certified partners, we have the expertise to review and optimise your lending processes, while providing training to ensure you can use Salesforce effectively.