Financial Services Cloud
Premier CRM Solution Tailored for Financial Professionals
Salesforce Financial Services Cloud is a CRM platform built specifically for banks, insurance companies, and wealth management firms to manage client relationships, automate workflows, and ensure regulatory compliance.
Nespon Solutions has a specialized financial services team with deep expertise across the financial and insurance sectors, supporting all major segments within the industry.
We collaborate with a wide range of financial institutions, including banks, insurance companies, fintechs, and insurtechs, to design and execute strategies built on the Salesforce platform, leveraging Financial Services Cloud. These strategies reduce client onboarding time, consolidate client data from multiple systems into a single unified view, and establish a clear roadmap for long-term success.
Key Features of Financial Services Cloud
- Unified Client Profiles: Consolidate client information into a single, unified view.
- Household Relationship Mapping: Visualize and manage complex family and business relationships.
- Action Plans: Automate and standardize client service workflows.
- Financial Account Tracking: Monitor accounts, assets, and liabilities through integrated data views.
- Compliance Support: Tools to support regulatory compliance and reporting requirements.
- Referral Management: Track and manage referral opportunities across your network.
Client Success Solutions
Industry Advisory Services
Accelerate your transformation with industry-aligned best practices.
- Comprehensive Business Analysis and Process Discovery Services catered specifically for the Insurance Industry and Retail Banking.
- Development of Salesforce Transformation Strategies including Roadmaps, Operational Approaches, Program Management, and Establishment of a “Centre of Excellence" for Maintenance and Platform Governance.
Delivery, Staffing & Implementation
- Fundamental Salesforce Implementation and Ongoing Application Maintenance and Support Services.
- Implementation Services for Salesforce Financial Service Cloud and Salesforce Industries tailored for the Insurance Sector and Retail Banking.
- Smooth Salesforce Sales and Service Cloud to Financial Service Cloud Migration Services.
Enablement & Handover
Accelerate readiness to embrace change.
- Internal readiness is key to executing the changes. Our enablement and hand-over services include:
- Interactive On-site or virtual training Change management and Employee Adoption Project Handover.
Business Process Outsourcing
We take care of your needs
- During your transformation journey, you may find it beneficial to outsource certain processes, allowing you to focus on your core operations. Let's discuss further!
Value Added Services
We advocate for the adoption of mobile-first and omnichannel-relevant experiences. Our comprehensive suite of services includes advisory, enablement, delivery, and successful handover, all underpinned by our profound understanding of the financial services industry.
The Nespon Difference
- Industry Pioneering: We lead the way in implementing innovative solutions, including Salesforce Financial Services Cloud for Insurance in the LATAM region.
- Elite Partnership: As proud members of the Salesforce Partner Golden Badge Program, we are committed to excellence and delivering toptier solutions.
- Specialized Expertise: We bring both technical and functional expertise in Salesforce Insurance solutions, strengthened by extensive experience in the insurance sector.
- Proven Track Record: Our successful digital transformation projects for leading insurance clients, including Sura, Global Seguros, and Andina ART, demonstrate our ability to achieve tangible results.
- Innovative Solutions: We consistently drive innovation and thought leadership within the insurance sector, providing unique assets and strategies that help clients stay ahead of the curve.
Frequently Asked Questions
Salesforce Financial Services Cloud is a purpose-built solution on the Salesforce, designed for financial institutions with capabilities for client relationship management, household relationship mapping, and support for regulatory compliance.
Banks, insurance companies, wealth management firms, fintechs, and other financial institutions looking to unify client data, streamline operations, and support regulatory requirements.
Financial Services Cloud extends Salesforce Sales Cloud with industry-specific capabilities such as household relationship mapping, financial account tracking, and compliance-focused data models, reducing the need for extensive customization.
Let’s Take the First Step Together
Nespon’s industry expertise and unique delivery model offer cost-effective solutions for industry-specific needs. Our Salesforce specialization drives accelerated results in platform implementation, improvement, or digital transformation.