Salesforce for Financial Services
Financial services organizations are unique. The sales cycle and the customer relationship takes on a whole new dynamic for those in the industry. Even still, Salesforce has the perfect technology solutions ready to transform your business for the digital era. And Simplus has provided these Salesforce solutions, like CLM and Sales Cloud configurations, for financial services organizations of every variety.
- Banking
- Venture capital and private equity
- Insurance
- Asset and fund management
- Commercial lending and services
- Wealth management
Financial services organizations are unique. The sales cycle and the customer relationship takes on a whole new dynamic for those in the industry. Even still, Salesforce has the perfect technology solutions ready to transform your business for the digital era. And Simplus has provided these Salesforce solutions, like CLM and Sales Cloud configurations, for financial services organizations of every variety.
- Banking
- Venture capital and private equity
- Insurance
- Asset and fund management
- Commercial lending and services
- Wealth management
Financial Services Case Studies:
Simplus integrated all assets and user information in Service Cloud, so reps now have 360-degree customer views.
FHLBanks’ Office of Finance was new to Salesforce, and we helped migrate all of its data into one system.
FACT SHEET
CPQ for Lenders:
What You’re Missing By Not Investing
CPQ is for financial services. Find out how money lenders can take advantage of CPQ technology for better business and happier customers in this Simplus exclusive one sheet from our expert financial services AE, Tim Smith.
Download the Fact Sheet Today!
Compliance You Can Count On
Data security, regulatory compliance, and sensitive information around every corner. Salesforce is pre-built to handle it all.
Customer Experience with Salesforce for Financial Services
With an implementation partner, you can take your Salesforce instance to the next level by streamlining processes and providing your customers with the personal, fast engagement they’ve come to expect.
28 June, 2019
21 June, 2019
18 January, 2018
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