Financial Services Cloud
Get a 360-degree View of Your Clients' Financial Goals
Salesforce Financial Services Cloud offers a robust platform tailored to the needs of financial services institutions.
Salesforce Financial Services Cloud is a specialized platform designed to meet the unique needs of financial services institutions, including wealth management firms, insurance companies, banks, and other financial organizations. By utilizing Salesforce Financial Services Cloud, the Bubblebox team of experts helps financial advisors, bankers, and service agents manage client relationships more effectively, providing a 360-degree view of your clients' financial goals, needs, and preferences.
Key features of Salesforce Financial Services Cloud
Why partner with us?
With its industry-specific features and capabilities, Salesforce Financial Services Cloud enables organizations to better manage client relationships, improve efficiency, and stay compliant with regulatory requirements. By following a structured approach, organizations can successfully incorporate Financial Services Cloud into their operations, driving enhanced client engagement and business outcomes.
Implementing Financial Services Cloud within an organization requires careful planning and execution. As your strategic Salesforce Consulting Partner, we'll help you identify areas of opportunities that will strategically enable the empowerment of your team to leverage the capabilities of Financial Services Cloud. Below details what is included in the Foundation Package, which is key to a success implementation.
Our Foundation Package includes:
- Requirements Gathering
- Data Integration
- Configuration and Customization
- User Testing
- Training and Change Management
- Go-Live and Post-Implementation Support
If you require a custom package from the onset, we can design a custom engagement that meets your specific needs.
How can we help?