At Cyntexa, we help you integrate Salesforce Financial Services Cloud with your banking firm or advisory agency to help you meet your customer needs and also customize the application right according to your services. We also integrate tools to help you and your customers or prospects reach out to each other from wherever and whenever one wishes to.
We provide you incredible data of your customers and prospects from policy systems, core banking systems, customer management systems, the things that they share publicly, the data that is necessary for them, things around their lives, life events they’ve gone through their digital footprints and so on. All this data helps you get a nice clear insight into their priorities and thus will help you communicate with them at a very personal level. This will surely make them feel they’re the only customer you have or at least give them an impression of how valuable they are to you.
It’s not only about a client or a prospect but also about the most important assets of a firm that are also important. Most of the time, especially the conventional way, an employee or a relationship manager spends his/her time aggregating, stitching, and managing the clients’ data. This reduces their availability for the important tasks and the tasks that they are good at. All this data handling is done by Cyntexa so that your assets can work at their best and help your clients effectively.
Yeah, the data might even seem overwhelming at times, but we will provide our expertise to help you sort out all this data and give it to you in an arranged format so you can access it without any hassle! This is very important when your advisor will be communicating with a client over a phone call as he can have a look at the precise data and impress your client with loads of golden information about him/her.
Using the services of Financial Cloud you can access all the info in real-time on your dashboard. Cyntexa provides you with a forensic level of insights so that you know what your next best step should be. This is not only about managing a book of business but also about deepening your relationship with clients.
Through the reports, we will segment your clients based on their interests. This will benefit you as we can set amazing events for you wherein, you can get more similar clients coming in and also an amazing ROI. We will set up events for you and also help you send personalized emails to your clients.
Here are where we’ll show you all your engagements within your firm and with your clients. Here you can find all the opportunities to proactively reach out to your clients, you’ll know when to reach out, for what purpose and some crucial information like the list of clients you haven’t contacted in the last 60 days, clients nearing retirement, birthdays of your clients and a lot more.
As there are lots of clients one will need to plan and reach out to clients, so that the conversation can be seamless and as if you exactly know everything about the particular client’s needs. We will help you slice and dice your book of business, depending on what you wish to see at the moment using the powerful filter capabilities.
Engage with Clients from Anywhere! Cyntexa understands the need of having a mobile-friendly dashboard and similar kind of power right in your hands! And so, we will implement the whole power of Salesforce Financial Services Cloud into a mobile-ready application. This will help you with all the information you require right on your mobile device. Also, the information keeps updating in realtime across all the channels so that you don’t miss anything at all. With all of this, you can directly engage with your client queries from your mobile itself.
This tool is not just for advisors, it is for managers as well! You can look at your mobile device, look at your dashboards, and right there you’ll have all the key performance indicators that you will need to manage your business, opportunities, pipeline reports, and even advisor productivity will be made available by us in the palm of your hand.
We provide you incredible data of your customers and prospects from policy systems, core banking systems, customer management systems, the things that they share publicly, the data that is necessary for them, things around their lives, life events they’ve gone through their digital footprints and so on. All this data helps you get a nice clear insight into their priorities and thus will help you communicate with them at a very personal level. This will surely make them feel they’re the only customer you have or at least give them an impression of how valuable they are to you.
It’s not only about a client or a prospect but also about the most important assets of a firm that are also important. Most of the time, especially the conventional way, an employee or a relationship manager spends his/her time aggregating, stitching, and managing the clients’ data. This reduces their availability for the important tasks and the tasks that they are good at. All this data handling is done by Cyntexa so that your assets can work at their best and help your clients effectively.
Yeah, the data might even seem overwhelming at times, but we will provide our expertise to help you sort out all this data and give it to you in an arranged format so you can access it without any hassle! This is very important when your advisor will be communicating with a client over a phone call as he can have a look at the precise data and impress your client with loads of golden information about him/her.
Using the services of Financial Cloud you can access all the info in real-time on your dashboard. Cyntexa provides you with a forensic level of insights so that you know what your next best step should be. This is not only about managing a book of business but also about deepening your relationship with clients.
Through the reports, we will segment your clients based on their interests. This will benefit you as we can set amazing events for you wherein, you can get more similar clients coming in and also an amazing ROI. We will set up events for you and also help you send personalized emails to your clients.
Here are where we’ll show you all your engagements within your firm and with your clients. Here you can find all the opportunities to proactively reach out to your clients, you’ll know when to reach out, for what purpose and some crucial information like the list of clients you haven’t contacted in the last 60 days, clients nearing retirement, birthdays of your clients and a lot more.
As there are lots of clients one will need to plan and reach out to clients, so that the conversation can be seamless and as if you exactly know everything about the particular client’s needs. We will help you slice and dice your book of business, depending on what you wish to see at the moment using the powerful filter capabilities.
Engage with Clients from Anywhere! Cyntexa understands the need of having a mobile-friendly dashboard and similar kind of power right in your hands! And so, we will implement the whole power of Salesforce Financial Services Cloud into a mobile-ready application. This will help you with all the information you require right on your mobile device. Also, the information keeps updating in realtime across all the channels so that you don’t miss anything at all. With all of this, you can directly engage with your client queries from your mobile itself.
This tool is not just for advisors, it is for managers as well! You can look at your mobile device, look at your dashboards, and right there you’ll have all the key performance indicators that you will need to manage your business, opportunities, pipeline reports, and even advisor productivity will be made available by us in the palm of your hand.
We believe that the way you define yourself is the way the world perceives you. Hence we define ourselves as innovative leaders when it comes to Salesforce Financial Services Cloud implementation, customization, and development which is justified by the numbers mentioned below.
Salesforce Financial Services Cloud is an integrated tool that helps Financial Services build strong and deeper relationships with their clients by providing them personalized and intelligent insights of their customers and prospects.
Salesforce Financial Services Cloud is very affordable for what it offers! We have 3 separate pricing to fit your needs accordingly!
Get connected to our experts today to get help on implementing Salesforce Financial Service Cloud.
In addition to the ability to deliver insights from data, Financial Services Cloud on integration Einstein delivers data predictions and data analysis at a faster rate accurately, thus leading to a boost in the revenue and financials of the bank or advisory
Get connected to our experts today to get help on implementing Salesforce Financial Services Cloud.
The Financial Services Cloud is an application built to be integrated by the existing Salesforce Org or a completely new Financial Service to level up their wealth management, Banking, Insurance, and so on.
Action plans are to automate your frequently repeated tasks and to help you get rid of doing them again and again! One such example is assigning the task owners their tasks and setting deadlines and scheduling their client engagements. This improves team efficiency on the whole.
Salesforce Financial Services Cloud is all about it! We enable Lightning Flows in it which improves the way your service reps handle your customer requests in a better manner and more effectively.
You’ve got dual security when it comes to Financial Services Cloud! We completely understand your concerns over the data of your clients as it helps maintain the trust factor! The Financial Services cloud is by itself the first layer of security along with the Salesforce Shield which offers extensive tools to monitor the data usage and prevents any spiteful activity.