Financial Services
Wealth Management

Financial Services Cloud
Service Cloud

NONE LISTED

As a large Financial Services provider, they needed the confidence they would be working with Certified professionals, with experience of working with Financial Services companies, and of engaging with stakeholders at all levels.

With a significant number of users and numerous businesses processes, it was absolutely crucial that a brilliant understanding of the business was built up through Discovery - in order to deliver more efficient and reliable service workflows.

Providing a “single customer view”, initially to manage the Group-Advisor relationship, and later the Advisor-Client relationship. Consolidation of multiple legacy systems. Automation of key head-office processes.

Salesforce Financial Services Cloud was implemented with data from 3rd party systems integrated into the FSC data model. Significant use of Service Cloud functionality including numerous Case Management processes and Computer Telephony Integration. Office365 integration ensures activity is logged correctly.

In addition to the roll-out of standard functionality to around 1500 users, custom business processes have been built in Salesforce, improving efficiency and further improving the “single customer view” provided by the platform.