One of Salesforce's fastest growing products, FSC is taking the wealth management industry by storm. Create a seamless experience from when an agent finds a prospects to issuing a policy, splitting commissions and renewing customers. Allow your prospects to submit their application in multiple sessions and see its status in real-time.
Manage leads and clients from one place with access to all their financial information and more. Build a loyal customer base with delightful customer service and automated memorable moments. Looking for a long-term partner that can support you as you scale your business and your Salesforce operations?
Manage leads and clients from one place with access to all their financial information and more. Build a loyal customer base with delightful customer service and automated memorable moments. Looking for a long-term partner that can support you as you scale your business and your Salesforce operations?
Services
Navigate your digital transformation journey with confidence. We marry industry experience with the Salesforce ecosystem expertise to chart a roadmap that brings you to the future. Uncover your appetite for Salesforce by digging deep into business functions and technology considerations to see how Salesforce can power your business.
No matter how complex your business model, we give it a logical and intuitive shape in Salesforce that makes data management efficient and amplifies the productivity of your team. Have decades of legacy data in your old system? Not a problem. We extract, convert and migrate your data into Salesforce including legacy files, emails and notes in your previous CRM.
Onboard new users, train them and transfer accounts to them while maintaining restrictions on data visibility and permissions. Manage all your Salesforce product customizations under one roof. Be it Sales Cloud, Service Cloud, Community Cloud, Pardot or Marketing Cloud, we will manage all ongoing customizations for you.
Are you using a technology that is currently not integrated with Salesforce? Our integration consultants can build a custom real-time and secure connector to facilitate data flow between your systems. Are your customers asking for your technology to be natively integrated with Salesforce? We can build a use case-based integration and handhold you through the app approval process.
Our architects can help drive your Salesforce strategy forward by structuring the data management, driving releases, delivering integrations and managing security. Our business analysts are experienced Salesforce consultants who bridge the gap between your user requirements and the technical team. Our developers help you enhance your Salesforce workloads with a comprehensive understanding of the platform and extended programming capabilities.
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