FSC with efficient engagement tools deliver valuable insights to you in the form of personalized advice and alerts. You can now wow your clients with a clear picture over their financial goals.
With individual, organizational or household consolidation, track referrals to convert your client base into an active referral network.
Manage compliance with securing access to client profiles and instantaneously identify who is interacting with your clients or seeing shared information.
With years of experience in dealing with the implementation of Financial Services Cloud for banks and wealth management organizations, we can deal with any complex data models in no difficulty. Any crucial financial data is cent percentage safe with our data migration experts with the expertise of transferring over a billion records for diverse clients. Build a safe and strong customer relationship by implementing cutting-edge Financial Services Cloud!
Financial services companies typically have the most stringent security requirements and the OWD Private does not suffice. With our expertise in managing complex data models, we build customized models for data after revisiting the security set-up.
We know the data with financial companies are extremely sensitive. Since there is no upgrade path to transfer your data to Financial Services Cloud from existing Salesforce, it’s an added advantage to have the support from an experienced team who has migrated over a billion records.
We assure cent percent of transparent communication in every process and solution as a way to improving customer experience. With FSC, we help drive new business for your clients by integrating sales and marketing.
For FSC, you must use the Lightning Experience (LEX) since Financial Cloud fails to function properly in Classic. We are best at building lighting ready Salesforce solutions, which can offer faster and smarter service.
Head - Business Engineering and Program Management
Lithium Urban Technologies
Now IT Matters
President and Principal Consultant
Nitor Solutions Inc