BFSI Fintech

Provide Unmatched Services Customized to Each Customer's Financial Objectives and Needs

Unlock the Power of Salesforce for Banking and Financial Services

The banking and finance sector has undergone a remarkable transformation with the emergence of technology, shifting from traditional practices to modern solutions. At Cloud At Bay Consulting, we've collaborated with numerous BFSI entities, empowering them to leverage the disruptive potential of Salesforce.

Through our innovative solutions, these BFSI organizations have not only achieved their revenue targets but have also strengthened their customer relationships like never before. We recognize that each financial institution operates uniquely, which is why our consultants dedicate unwavering efforts to understand specific business requirements and deliver tailored solutions to overcome challenges.

Enhance Your BFSI Operations with Our Salesforce CRM Capabilities

In the dynamic landscape of BFSI, embracing cloud platforms is crucial for generating proactive insights and transforming customer management. With Salesforce CRM, you can achieve remarkable ROI and elevate your business to new heights.

Key Features of Our Salesforce CRM for BFSIs:

Digitization:

Empower your clients with fast and captivating digital experiences, facilitating effortless financial transactions and goal management across various devices.

Accelerated Services:

Centralize data storage to simplify business processes, ensuring hassle-free access to information and delivering exceptionally swift services to clients.

Personalization:

Delight your global clientele with personalized services, enabling enhanced deal closures, streamlined service requests, and proactive tracking of new opportunities

Secure Collaboration:

Implement Salesforce in the finance sector to establish secure collaborations with clients, ensuring systematic client engagement processes and bolstering trust.

Intelligent Services with AI:

Leverage AI-powered operations to provide smart services to clients, saving time, addressing security concerns, and resolving queries promptly, thereby fostering enduring client relationships.

Experience the power of Salesforce CRM tailored for the BFSI sector and unlock unparalleled growth opportunities for your organization.

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Unlocking the Potential of Salesforce through Customer Life Cycle Management

Customer Life Cycle Management (CLM) is a strategic framework crucial for BFSIs to deliver top-notch services while adhering to regulatory norms. It enables organizations to leverage digital technologies for enhanced customer satisfaction and cost reduction. At Cloud At Bay Consulting, we offer a robust CLM model tailored to empower BFSI firms to maximize Salesforce's capabilities. The process involves:

Data Collection & Client Onboarding

• Gather client data and initiate the onboarding process.
• Implement a self-service portal for seamless client interaction.
• Normalize addresses and identify customers.

Document Examination & Information Retrieval:

• Examine customer documents and retrieve missing information.
• Review and input customer data for enrichment.

Data Enrichment & Engagement:

• Outreach to customers and sales teams for additional information.
• Enhance customer data through various channels.

Diligent Performance & Risk Management:

• Perform entity resolution and assess customer importance.
• Identify and analyze risks associated with customers

Ensuring Customer Satisfaction:

• Generate case narratives and approve low-risk customers.
• Update downstream systems accordingly.

Relationship Maintenance:

• Conduct periodic profile reviews and update customer profiles.
• Track changes in customer profiles for ongoing relationship management. Off-boarding Procedures:
• Analyze customer relationships before implementing off-boarding procedures.
• Ensure a smooth transition and closure of customer accounts.