Enhancing Salesforce Financial Service Cloud for Investment organization
Project description
The customer needed help with ongoing support and development of their Salesforce Financial Service Cloud instance, as well as with better utilizing the platform's capabilities. They sought to optimize their use of Salesforce to improve business efficiency and outcomes.
Goals and tasks
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Manage Accounts and Contacts and their relationships
Organize and maintain accurate records of all customer accounts and contacts. -
Improve Lead qualification process and Sales process
Enhance the methods used to qualify leads by implementing more effective criteria and workflows, ensuring that the sales team focuses on the most promising opportunities. -
Improve KYC processes for better customer service
Streamline the Know Your Customer (KYC) processes to ensure compliance while also making the process quicker and more user-friendly. -
Contract management and E-signature
Implement a more efficient system for managing contracts, including the use of e-signature tools to speed up the approval process. -
Flow configuration for business process automation
Configure automated workflows within Salesforce to streamline and automate repetitive business processes. -
Integration with LinkedIn
Connect Salesforce with LinkedIn to enhance lead generation and customer relationship management. -
Reports and Dashboards
Create customized reports and dashboards to provide real-time insights into key business metrics.
Project scope
The team performed consulting and custom development services including:
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Configuration of Financial Service Cloud featutes (Account-Contact Relationship, Milestones ans Events, Action Plans, Financial plans and goals, Timelines, Financial Deal management)
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Flow automation set up
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Reports and Dashboars configuration
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LinkedIn Sales Navigator set up
Result
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Creation of a single worlspace for financial advisers with all relevant customer data
A unified workspace was created where financial advisers could access all relevant customer information in one place. This streamlined their workflow, reduced the time spent searching for data, and enabled them to provide more personalized and efficient service to their clients. -
Set up of transparent and formalized customer onboarding processes
Transparent and standardized customer onboarding processes were established, ensuring that every new client was onboarded smoothly and consistently. -
Risk management based on Customer data
Risk management practices were enhanced by leveraging comprehensive customer data, allowing for more accurate risk assessments and better-informed decision-making. -
Analytics
Advanced analytics capabilities were implemented, providing deeper insights into customer behaviors and business performance.
