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Financial Cloud
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With a 360-degree view of customers' financial profiles, they are placed at the forefront of every interaction, from retail banking to wealth management.
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Financial Services Cloud is seamlessly integrated within the Salesforce ecosystem, offering the same power, scalability, and security that you are accustomed to.
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Unlock the full potential of your financial services company with Financial Services Cloud.
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AA Consultancy has experience in managing numerous complex projects and collaborating with leading customers across the financial services industry.
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We leverage the best practices of the industry and the enhanced productivity and engagement features of Financial Services Cloud to assist our customers.
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Our strategic partnerships with best-in-class industry leaders enable us to deliver superior service.
Establish trust, transparency, and convenience with your customers by becoming their financial wellness partner.
Financial Services Cloud is a versatile platform that can be customized to fit the high-touch relationship model of any financial services organization. It seamlessly integrates sales, service, and marketing, creating a personalized and consistent customer experience across all communication channels and departments.
A unified financial services experience leads to enhanced productivity and better decision-making
The user-friendly and intuitive tools and UI of Financial Services Cloud enable increased productivity. The dynamic user experience offers a comprehensive view of the client portfolio, with proactive information pushed to the advisor, resulting in improved productivity.
Improving client interaction by increasing process efficiency
By minimizing manual processes and reducing the time spent on administrative and compliance tasks, one can divert their attention towards cultivating client relationships and fostering loyalty. Leveraging a Salesforce Private Client Community enables direct engagement with clients, providing the flexibility to connect through mobile devices at any time and from any location.
Thoroughly addressing regulatory compliance with informed and updated measures
Attain comprehensive insight into all interactions between your company and clients, facilitating better management of compliance by enabling secure access to client and household profiles. Armed with complete information, engage with clients more effectively.
