Insurance, banking, capital markets...
building a salesforce strategy
In-depth discussions and working with wealth and asset managers, banking and insurance clients, etc., to customize and optimize workflows, journeys and layouts to help users work more efficiently
Banking and insurance companies usually have legacy data which is often siloed. We help bring data into one single customer view thereby giving advisors effective and simplified experience and seamless, consistent experience for customers
Utilizing power automation engines of Salesforce, we enhance the full business lifecycle from inception to training, remuneration, etc., that is the backbone of the financial industry
Focussed personalization helps the financial institution's customers feel empowered to handle tasks intelligently, securely, and faster. We help steering clients' needs and help industry advisors close deals faster