Streamline Operations & Maximize Profitability
Financial management is at the heart of every successful business. Higher profitability is dependent upon real-time insights & enhanced decision-making.
Our comprehensive financial services harness Salesforce's capabilities to streamline financial operations, from accounting to financial reporting. Automation leads to quicker processing, reduced operational costs, &, ultimately, higher profitability.
Use Case
A financial institution can use Salesforce Financial Services Cloud & Flow to automate client onboarding & investment portfolio management through:
- Integration with external financial data sources
- Automated workflows for client onboarding
- Custom objects for portfolio management
Starting Investment
- KYC & AML Compliance Solutions
- Financial Reporting & Analytics
- Financial Product Configuration
- Wealth Management Solutions
- CRM for Financial Advisors
- Investment Portfolio Tracking