With over 2 decades of vast experience in IT consulting, we’ve honed our expertise in understanding the unique challenges faced by the financial services industry. Our seasoned Salesforce team has collaborated with clients, leveraging the power of Salesforce platform clouds to solve complex problems and drive success.
Armed with this deep industry knowledge, we’ve crafted an innovative accelerator that combines the power of Salesforce AI and Data Cloud. This accelerator is tailor-made for financial services institutions, promising unparalleled success. Let us empower your business journey!
Financial Services Industry IT Challenges
Solution Overview
Solution Benefits
DATA CLOUD
AI & DATA ADVISORY SERVICES
PLATFORM SERVICES
INTEGRATION SERVICES
MIGRATION SERVICES
AGENTFORCE
DATA CLOUD
AI & DATA ADVISORY SERVICES
PLATFORM SERVICES
INTEGRATION SERVICES
MIGRATION SERVICES
AGENTFORCE
DATA CLOUD
AI & DATA ADVISORY SERVICES
PLATFORM SERVICES
INTEGRATION SERVICES
MIGRATION SERVICES
Agentforce
DATA CLOUD
AI & DATA ADVISORY SERVICES
PLATFORM SERVICES
INTEGRATION SERVICES
MIGRATION SERVICES
Agentforce
Introducing Our Salesforce AI & Data Cloud Accelerator for Financial Services Industry: COMPASS
An accelerator which helps financial service institutions to provide personalized customer experiences to its customers by seamlessly merging data from various disparate sources, consolidating customer information using the comprehensive data platform from Salesforce i.e., Salesforce Data Cloud. It also provides AI powered enhanced insights which will enable informed decision making leading to optimum efficiency, empowering the business to achieve great success.
Financial Services Industry IT Challenges
Data Siloes and Integration Issues leads to fragmented data that makes it hard to tailor recommendations and service offerings.
Disparate data systems in financial services scatter customer data across core financial systems, wealth management tools, customer call logs, and more.
Incomplete data & disunified systems hinder financial institutions from generating a holistic view of customers, leading to inefficient business insights.
Absence of customer’s online behavior tracking systems hinder financial institutions from understanding their customers completely.
Lack of a unified customer view hamper personalisation of services and product offering to customers.
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To address these challenges, we developed an accelerator using Salesforce AI & Data Cloud, a comprehensive data platform that seamlessly merges data from various disparate sources, consolidating customer information allowing for personalization of customer services, AI powered enhanced insights enabled decision making leading to optimum efficiency, empowering the business with great success.
Implemented website tracking, to gain deep insights into customer online behaviour and interactions which allows understanding of the customers.
Data integrated and processed for unified customer information gives 360° views of the customer and allow data-driven decision-making, enabling personalization of customer experience.
With Marketing Cloud Connector for Data Cloud, capture valuable insights of customer behavior, recording email actions like clicks, opens, and unsubscribes.
AI-powered insights with customized interactions and precisely targeted marketing, allows to craft personalized customer experiences.
Real-time buyer insights collected by the accelerator empowers business teams to act with greater agility.
A custom component which gives a quick snapshot of all the important information of the customers for business users and serve them quickly and efficiently.
Let's see how we did it.
Solution Benefits
360° view of the customers with unified customer information.
Better understanding of customers online behavior with tracking of actions and interactions across website and emails.
Empowered marketing teams to deliver personalised campaigns.
Data-driven strategies to improve interactions with customers.
Real time AI insights about customers to business teams.
Quicker service to customers with ready access to their information from custom component.
