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Salesforce for Financial Services

CEPTES > Salesforce for Financial Services

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:

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.

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.

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.

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.

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Increase in Win Rate

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    CEPTES is a global Salesforce service provider who accelerates the business value of your Salesforce investment through consultation, digitalization, and innovation.

    CEPTES Software Inc

    50 Barranca Ave No 11, Santa Barbara, CA - 93109

    T: +1 (323) 602-0606
    E: contact@ceptes.com

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    CEPTES Software Pvt.Ltd

    91springboard, 6th floor, Trifecta Adatto, 21, ITPL Main Rd, Garudachar Palya, Mahadevapura, Bengaluru, Karnataka 560048

    T: +1 (323) 602-0606
    E: contact@ceptes.com


    CEPTES Limited

    39 Redwood Ave, Tawa, Wellington 5028

    T: +64 22 1907014
    E: contact@ceptes.com

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