Salesforce for Banking and Financial Services

FSC for Wealth Management and Investment Banking is an integrative platform that extends existing Salesforce capabilities to allow financial specialists to administer client relations, enhance investing procedures, and access information on their clients’ portfolio performance. This service helps in improving operations efficiency, maximizing wealth gains within the portfolio, and exceeding customer expectations.

FSC brings a specialized solution for Commercial Banking that serves the specific requirements of corporate customers. Customer relationship management, collaboration, and creditworthiness assessment are enhanced further. Additionally, it modernizes commercial banking activities by leveraging advanced capabilities such as integrated deal management and complete customer profiles, improving flexibility and responsiveness.

Personalized CX has become a vital differentiator in the era of digital banks. Banks can conduct specific promotional programs to offer customized services to their customers. By analyzing customer data and their tendencies, banks can provide tailor-made proposals that increase interaction and foster long-term client ties. A marketing strategy is critical to any bank’s success because it helps attract and retain customers.

Data Harmonization Services use Data Cloud to facilitate the financial sector. In the case of banks, data unification within various data suppliers becomes necessary, especially if there is information involved as it is an essential asset. Functions powered by AI – such as in-house models or Bring Your Own Models (BYOM) – enable the customer data to commingle with market trends to revamp financial operations in different companies.

MuleSoft is a solid foundation used for establishing an efficient, flexible financial infrastructure through its API framework and integration capabilities in the financial sector. MuleSoft promotes an integrated ecosystem by seamlessly connecting different systems, applications, and data feeds to spur innovation. This results in speeding digital transformations while providing innovative offerings and quick responses to market alterations for financial institutions.

Financial Institutions provide a strategic approach to outsourcing operational functions with managed services for Financial Services Cloud, MuleSoft, and nCino. These services help financial institutions manage the complexities of FSC and integrate with MuleSoft, nCino, and beyond for efficient operational management. With our managed services capabilities, institutions can competently steer day-to-day operations.

Reporting and Analytics are integral in today’s dynamic world of finance, where timely decisions are critical. Robust reporting and analytical features help companies understand customer behavior, market patterns and infrastructural activities. Financial institutions capitalize on such analytics and use them to develop data-driven decision-making mechanisms, explore growth frontiers, and remain relevant in fast-growing markets.

Lead the digital revolution with Financial Services Cloud in retail banking. With FSC for Retail Banking, we deliver quality account management, personalized services, and smooth customer interactions. With Persistent’s expertise, build solutions that incorporate integrated customer profiles, including transaction history, to contribute to an overall seamless and easily understandable banking process that ultimately leads to loyal and happy customers.