Financial-Service-Cloud-4

Enable the true power of your Financial services.Enhance and customize your clients’ experience with
Salesforce Financial Services Cloud

Financial-Service-Cloud-4

Enable the true power of your Financial services.Enhance and customize your clients’ experience with
Salesforce Financial Services Cloud

Personalize your services with intelligent insights to gain new customers and deepen relationships with the existing ones using Salesforce Financial Services Cloud.

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.

How can the Financial Service Cloud can help you level-up your relationship with your clients?

  • All the necessary insights into your prospects will help you set up a strong base to build a long-lasting relationship.
  • Insights will help you maintain the relationship and grow your clients’ financials according to their expectations.
  • Makes it easier for both clients and your advisors to have real-time communication across any channel, whenever and wherever they want from.
  • The innovations at salesforce make sure to implement new ways to improve the client experience.

Our Offerings

We have in-depth knowledge and expertise in Salesforce Financial Cloud to help you reach heights in a more accelerated, optimized, and effective way.
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Access to Rich Client Data

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.

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Turbocharge Relationship Managers

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.

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Sort All Customer Data

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.

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Manage Book of Business

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.

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Campaign Tools

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.

https://cyntexa.com/wp-content/uploads/2020/07/Engagement-dashboards-Green-320x320.png

Engagement Dashboards

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.

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Community Setup
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Client Segmentation

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.

https://cyntexa.com/wp-content/uploads/2020/07/Mobile-friendly-Dashboard-Green-320x320.png

Mobile-friendly Dashboard

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.

https://cyntexa.com/wp-content/uploads/2020/07/Mobile-friendly-Dashboard-640x427.jpg
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https://cyntexa.com/wp-content/uploads/2020/07/Reports-Management-Green-320x320.png

Reports Management

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.

Our Offerings

We have in-depth knowledge and expertise in Salesforce Financial Cloud to help you reach heights in a more accelerated, optimized, and effective way.
https://cyntexa.com/wp-content/uploads/2020/07/1-1-Client-Relationship-Green-320x320.png

Access to Rich Client Data

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.

https://cyntexa.com/wp-content/uploads/2020/07/Turbocharge-Relationship-managers-Green-320x320.png

Turbocharge Relationship Managers

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.

https://cyntexa.com/wp-content/uploads/2020/07/Sort-All-Customer-Data-Icon-Green-320x320.png

Sort All Customer Data

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.

https://cyntexa.com/wp-content/uploads/2020/07/Manage-Book-of-Business-Green-320x320.png

Manage Book of Business

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.

https://cyntexa.com/wp-content/uploads/2020/07/Campaign-Tools-Green-320x320.png

Campaign Tools

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.

https://cyntexa.com/wp-content/uploads/2020/07/Engagement-dashboards-Green-320x320.png

Engagement Dashboards

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.

https://cyntexa.com/wp-content/uploads/2020/07/Client-Segmentation-Green-320x320.png

Client Segmentation

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.

https://cyntexa.com/wp-content/uploads/2020/07/Mobile-friendly-Dashboard-Green-320x320.png

Mobile-friendly Dashboard

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.

https://cyntexa.com/wp-content/uploads/2020/07/Reports-Management-Green-320x320.png

Reports Management

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.

Our Process

We do not help you do marketing, we help you create your brand.
Hence invest in your brand, not in marketing.

LISTEN

STEP 1
We do not listen to answer but to understand.

We connect you with our experts who try to understand your business requirements and challenges that you are facing with your current implementation by asking relevant questions.

SUGGEST

STEP 2
We believe in not only solving the problem but also the cause of it.

We provide the best solution to your complex business challenges by considering what is right for the business and its customers instead of what we think is right. This is a real definition of digital transformation for us.

IMPLEMENT

STEP 3
We are not your vendors but your success partners.

We believe in working together rather than for anyone because we all know together we always achieve more. Hence we act as your partners who are responsible for making you and your business successful with the implementation.

ITERATE

STEP 4
Your dream becoming reality makes us happy.

We strive for continuous improvement instead of perfection. Hence we listen to your feedback and according to that, we focus on making improvements continuously within each milestone, sprint, and release.
Finance-cloud

What makes us
different from others?

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.

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Salesforce Certified Consultants
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Industry Specialization
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Salesforce Financial Service Cloud Implementation Projects

Industries we serve

Financial Services
Reach out to more clients and efficiently provide them financial stability using Salesforce Financial Services Cloud.
Commercial Banking
Engage customers by giving the coverage bankers and relationship managers the power to understand sales blind spots and increasing the numbers.

Mutual Funds
With the help of clear dashboards for your campaigns, optimize and personalize your customer outreach, and make financial wins easier to achieve.
Retail Banking
Reach your branch targets and find new customers and assets with the help of Financial Services Cloud in identifying leads and predictions for customers churn.

Our Portfolio

Awesome
Reviews & Comments

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Quick and Effective Service!
Cyntexa is a high touch and results-oriented partner that executed a project quickly and with solid initiative. They hit our timeline, budget, and delivery objectives. Additionally, they were high touched and genuinely cared about the quality of our work (on our slack channel, hoping on early and late calls as needed). I would use them again.

Devin Bostick
CEO
LuckyTruck

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Expert Team!
Cyntexa has continuously demonstrated a high-level of Salesforce expertise and a willingness to go beyond what is necessary to ensure the project is a success.

Bryant Lau
Founder
Funnel Guage

AccoLend
The best experience & support!
The implementation of Salesforce at Accolend has been incredible. Cyntexa helped us to identify and relieve our biggest organizational pain points around the ways we were collecting, storing, and analyzing data, and worked with us to build the solution to our problems. Now we can take actions and shorten our delivery time. Since all The Cyntexa team members were skilled and worked fast, we enjoyed working with them and trusted their input. This is helpful for our Customers because they now have a deeper pool of experts to rely on.

Boris Grinberg
Managing Partner
AccoLend

MetricStream
Excellent, hard-working team!
I have nothing but praise for this team. I had a need to find a qualified person to do custom Salesforce Forecasting & Sales Insights for our Organization. Not only did they accomplish the goal but the team has a certified Salesforce expert that exceeded my expectations. The developer implemented the algorithms & formulas to my specífications, wrote test classes and provided documentation in a very timely and highly professional and friendly manner. Cyntexa has an excellent team of Salesforce developers who are hard-working and dedicated.

Anil Jogani
Sr. Director Field Operations
MetricStream

Abstrakt Marketing Group
Quality & Quick Project Delivery!
Very thorough when reviewing project requirements turns around quality work very quickly. Will definitely work with again. Great work, the project went very smoothly. Helped us take all of our data which was in multiple excel spreadsheets helped us load and integrate data and Customize and create fields in Salesforce.

Kristin Harris
Project and Process Development Manager
Abstrakt Marketing Group

Jon-Wagner
Quick Turnaround!
The whole team at Cyntexa Labs delivers high-quality work, fast, and with great communication. They developed our insurance verification app for Salesforce which deals with authentication, APIs, customer apex classes, triggers, etc. The scope of our project required very technical work, and Cyntexa has delivered great work. I’d certainly recommend them to all my customers for their customer development needs.

Jon Wagner
CEO
VerifyTx

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Top Team!
Cyntexa is hyper-communicative, fast and does a thorough job. Cyntexa was helpful in creating a strategy for our client and worked seamlessly as a part of our team to ensure successful project delivery and launch.

Idea Center

Let’s Discuss Your Project

The gateway to your success is just a call away.

Frequently
Asked Questions

What is Salesforce Financial Services Cloud?

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.

What are the benefits of Financial Services Cloud?
  • It reduces the time taken to aggregate and arranges loads of data of a prospect and more importantly client.
  • It provides all the important data related to a particular client just on a click.
  • It is mobile-ready and can let you access any data you wish to have from your smartphone.
  • The community is really helpful and gives you extended support so you achieve your goals quickly.
  • As it is a product of Salesforce, the number one CRM, it has lots of capabilities to be modified according to one’s needs.
What will it cost me to have a Financial Services Cloud?

Salesforce Financial Services Cloud is very affordable for what it offers! We have 3 separate pricing to fit your needs accordingly!

  1. The first one is the Professional Edition where complete CRM is offered to you at just $!50 per user/month.
  2. The second and the most subscribed in the Enterprise Edition where at just $300 per user/month you get a deeply customized CRM that fits all the needs of your Financial Service.
  3. The third and the most beneficial subscription is the one of Unlimited Edition which offers you the complete CRM highly customized for you along with the 24/7 customer support and configuration services and a lot more at a minimal of $450 per user/month.

Get connected to our experts today to get help on implementing Salesforce Financial Service Cloud.

How does the Salesforce Financial Services Cloud change the way Financial Firms work?

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.

What kind of application is 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.

What can I do with Action Plans?

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.

How do I handle my customer service requests more effectively?

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.

How secure is Salesforce Financial Services Cloud?

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.

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