[vc_row][vc_column width=”2/3″][vc_column_text]Financial service providers are witnessing a new era of technological innovation with Salesforce helping them interact with their customers in new and unique ways. FinTech & FinServe organizations are utilizing the full potential of different capabilities of Salesforce to optimize their critical financial processes in order to boost sales & deliver impeccable customer service.

 

These are 4 seamless features of Salesforce which are designed to help finance teams deliver personalized services across multiple channels:[/vc_column_text][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]

Client-Centric Approach:

It’s all about maximizing engagement with clients while optimizing operational efficiency. Sales cloud can be customized to meet the needs of financial institutions, which is having a bird’s eye view over client investments, data, and goals.[/vc_column_text][vc_column_text]

Einstein Analytics:

It helps financial advisory teams automate manual tasks, standardize processes, and access data on any device, any time. Salesforce’s built-in AI can help you boost your sales by providing guidance, insights, and accurate sales forecasts.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]

Einstein Analytics:

It helps financial advisory teams automate manual tasks, standardize processes, and access data on any device, any time. Salesforce’s built-in AI can help you boost your sales by providing guidance, insights, and accurate sales forecasts.[/vc_column_text][vc_column_text]

Unmatched Security Features:

Unmatched security features make the Salesforce platform an easy choice when it comes to the protection of vital information. Data is available across the board internally but the implementation of security best practices are an inherent part of the Salesforce ecosystem.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_raw_html el_class=”raw-html-iframe”]JTNDaDQlM0VGaWxsJTIwaW4lMjB0aGUlMjBGb3JtJTNDJTJGaDQlM0UlMEElM0NpZnJhbWUlMjBzcmMlM0QlMjJodHRwcyUzQSUyRiUyRnd3dzIuY2VwdGVzLmNvbSUyRmwlMkY3NjIwMTMlMkYyMDIwLTA5LTA0JTJGNDFsczclMjIlMjB3aWR0aCUzRCUyMjEwMCUyNSUyMiUyMGhlaWdodCUzRCUyMjUwMCUyMiUyMHR5cGUlM0QlMjJ0ZXh0JTJGaHRtbCUyMiUyMGZyYW1lYm9yZGVyJTNEJTIyMCUyMiUyMGFsbG93VHJhbnNwYXJlbmN5JTNEJTIydHJ1ZSUyMiUyMHN0eWxlJTNEJTIyYm9yZGVyJTNBJTIwMCUyMiUzRSUzQyUyRmlmcmFtZSUzRQ==[/vc_raw_html][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”40px”][/vc_column][/vc_row][vc_row][vc_column width=”1/4″][vc_single_image image=”16267″ img_size=”150×150″ alignment=”center”][vc_column_text]

Increase in Customer Retention

[/vc_column_text][/vc_column][vc_column width=”1/4″][vc_single_image image=”16268″ img_size=”150×150″ alignment=”center”][vc_column_text]

Increase in Lead Volume

[/vc_column_text][/vc_column][vc_column width=”1/4″][vc_single_image image=”16269″ img_size=”150×150″ alignment=”center”][vc_column_text]

Increase in Sales Revenue

[/vc_column_text][/vc_column][vc_column width=”1/4″][vc_single_image image=”16269″ img_size=”150×150″ alignment=”center”][vc_column_text]

Increase in Win Rate

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][mgt_header_block_wp title=”Case Studies” align=”center” texttransform=”none” fontsize=”medium”][/vc_column][/vc_row][vc_row equal_height=”yes”][vc_column width=”1/2″][vc_single_image image=”16274″ img_size=”full” alignment=”center” style=”vc_box_shadow” onclick=”custom_link” link=”#”][vc_column_text]

Comprehensive Auto Billing Solution

[/vc_column_text][vc_btn title=”Learn More” color=”primary” align=”center” link=”url:https%3A%2F%2Fceptes.com%2Fcase-studies%2Fcomprehensive-auto-billing-solution%2F||target:%20_blank|”][/vc_column][vc_column width=”1/2″][vc_single_image image=”16276″ img_size=”full” add_caption=”yes” alignment=”center” style=”vc_box_shadow” onclick=”custom_link” link=”#”][vc_column_text]

CRM Migration – MS Dynamics to Salesforce

[/vc_column_text][vc_btn title=”Learn More” color=”primary” align=”center” link=”url:https%3A%2F%2Fceptes.com%2Fcase-studies%2Fcrm-migration-ms-dynaimics-to-salesforce%2F||target:%20_blank|”][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”40px”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content”][vc_column css=”.vc_custom_1599810262130{background-image: url(https://ceptes.com/wp-content/uploads/2020/08/1-scaled.jpg?id=4438) !important;}”][mgt_header_block_wp title=”150+ Salesforce Projects Delivered Across Industries” header_font_size=”h1″ align=”center” texttransform=”none” fontweight=”bold” fontsize=”medium” color=”white” line=”0″][vc_btn title=”Get Started Now” color=”primary” align=”center” i_align=”right” i_icon_fontawesome=”far fa-arrow-alt-circle-right” add_icon=”true” link=”url:http%3A%2F%2Fwww.ceptes.com%2Frequest-a-consultation%2F|title:Get%20Started%20Now||”][/vc_column][/vc_row]