Modern consumers are savvier than ever and desire to be in charge of their financial destinies. Whether you’re dealing with borrowers, policy holders, investors or your own team members, CX expectations are high. Salesforce can help you keep pace.
S-Sources:
https://www.forbes.com/sites/blakemorgan/2020/02/18/50-stats-showing-the-power-of-personalization/?sh=36ce03a12a94
https://www.salesforce.com/news/stories/state-of-the-connected-customer-report-outlines-changing-standards-for-customer-engagement/
https://www.salesforce.com/blog/what-are-data-silos/
Monitor customer profiles with complex reports. We also convert & migrate your existing data to Salesforce.
Integrations can include systems for portfolio management, loans, deals, financial planning, risk, etc.
We set up complex workflows that automate tasks. We’ll also help you automate prospect and client services.
We’ll sync your marketing automation tools. Our team will also help you build automated customer journeys.