DAEU Nextier GDC Vietnam

In the ever-evolving landscape of the financial services industry, staying ahead requires not only innovation but also a customer-centric approach. Salesforce, a global leader in customer relationship management (CRM), has stepped up to the challenge with a specialized solution tailored for the financial sector – Salesforce Financial Service Cloud.

What is Financial Service Cloud?
Salesforce Financial Service Cloud is a comprehensive platform designed to meet the unique needs and challenges faced by financial service providers. Whether you’re a retail bank, an investment firm, or an insurance company, this cloud-based solution offers a suite of tools and features to enhance customer relationships, streamline operations, and drive business growth.

How Financial Service Cloud can help to Solve for Customer Challenges
Here are some of the main obstacles and objectives that are top-of-mind for your prospects, plus the solutions within Financial Services Cloud that address those challenges.

1. Providing seamless digital experiences
Like most industries navigating the post-pandemic world, financial service firms face growing expectations for digital experiences. But if data is siloed in disjointed legacy systems, delighting customers in this new era of expectations is difficult to make practical. Your prospects want to stand out from the competition by giving their customers seamless digital experiences with personalizations incorporated at each step.

How Financial Services Cloud helps:
Automation:
Financial Services Cloud empowers your prospects with customer-facing digital automations and self- servicing tools that help cut back on manual processes. This puts financial service providers in a better position to meet customer demand while giving them more freedom to add a human touch when and where it’s most impactful.

Personalization:
Prospects can lean on Financial Services Cloud as their single source of truth for customer data. The solution helps to unify customer information so stakeholders can transform data analyses into actionable insights. With a comprehensive picture of the customer, providers can anticipate their needs to craft unique, personalized experiences and recommendations.

Omni-channel touchpoints:
With Financial Services Cloud, your prospects can efficiently connect with their clients across email, phone, and chat. These omnichannel options enable firms to build a consistent brand experience at the time and place of their customers’ preference.

2. Finding and cultivating new customers
Whether your prospects specialize in banking, insurance, or asset management, customers are undoubtedly seeking their services. But finding and connecting with potential customers is no simple task — in fact, it’s harder than ever. Today’s consumers are inundated with spam in their inboxes and calls from unknown numbers, so communications from financial service providers often get lost in the mix. In an age where emails are deleted and unknown numbers are blocked, your prospects need a more effective approach to connecting with leads.

How Financial Services Cloud helps:
Relationship mapping:
Financial Services Cloud uses Einstein Relationship Insights to help uncover unexpected connections that can open the door for more lucrative business opportunities. The tool uses the power of AI to discover possible leads that are already in a user’s network, then automatically feeds those prospects into a custom dashboard. With this innovative approach to lead generation, providers can trade tedious cold calling for more productive relationship building.

Unifying data:
With Financial Services Cloud as a single source of truth, firms get a comprehensive picture of the activity in their ecosystem. Stakeholders can see relationships between account holders and policyholders at a glance, paving the way for more efficient referral tracking and organic growth.

3. Improving collaboration, productivity, and compliance
Many financial service providers have to navigate a web of disjointed, out-of-sync legacy tools to carry out their daily tasks. With an unaligned digital ecosystem, developing efficient operations is a challenge. Your prospects want to leverage modern technology to enhance collaboration, streamline processes, and simplify compliance.

How Financial Services Cloud helps:
360-degree view:
Financial Services Cloud empowers firms with a single, comprehensive view of each policyholder, which helps agents, bankers, brokers, and service reps do more for their customers. When the entire organization is aligned with a single system, stakeholders can collaborate in real-time to solve cases faster which can help bolster the firm’s capacity to serve more customers.

Software integrations:
When employees are stuck swiveling between different software platforms to find solutions, the firm and its customers lose valuable time. Financial Services Cloud helps to alleviate these inefficiencies with robust integrations that align with a number of leading fintech software solutions. With a unified system working in harmony, your prospects can decrease the amount of time wasted toggling between different platforms.

Compliant data sharing:
Trust is at the center of business relationships, so securing customer data is a high priority. Financial Services Cloud helps companies securely distribute sensitive information to the right people for reviews and approvals. Once the arrangement is in motion, Salesforce supports a firm’s compliance by helping them verify that the private information can only be shared with approved team members.

Conclusion

In a world where customer expectations are constantly evolving, Salesforce Financial Service Cloud emerges as a transformative solution for financial institutions. By offering a 360-degree view of customers, streamlining workflows, harnessing the power of AI-driven analytics, and prioritizing compliance, this platform empowers financial service providers to thrive in a digital era.

As the financial services industry continues to embrace digital transformation, Salesforce Financial Service Cloud stands out as a strategically, helping organizations not only meet but exceed the expectations of their clients. In a sector where trust and efficiency are paramount, this specialized CRM solution paves the way for a future where financial services are not just transactions but personalized, relationship-driven experiences.

Contact DAEU Nextier GDC Vietnam now to make personalization a breeze with Salesforce Financial Services Cloud.

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Inc. DAEU Nextier 
15F Seoulforest A1center 34, Sangwon 12-gil, Seongdong-gu, Seoul, South Korea
Phone: (02) 553 9981
Email: info@daeunextier.com
Website: daeunextier.com

DAEU Nextier GDC Vietnam Company Limited
Unit 5.2, 5th Floor, REE Building, 09 Doan Van Bo, Ward 13, District 4, Ho Chi Minh City
Phone: (028) 36 363 755
Email: contact@daeunextier.com 
Website: daeunextiergdc.com