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Finance

Salesforce offers benefits to the finance industry building trust, and improving efficiency and accuracy with clients. CSL- Salesforce solution provides a comprehensive solution that helps financial institutions manage relationships, streamline processes, and make smart decisions. Know how it helps.

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Challenges in Finance Industry

  • Customer Relationship Management

  • Regulatory Compliance

  • Operational Efficiency & Customer Support Enhancement

  • Data Management & Analytics

  • Marketing & Customer Engagement

  • Security and Authentication

Features

Customer 360 View

Advisor View (Wealth Management)

Relationship Management

Onboarding Management

Financial Goal Tracking

Customer 360 View

Solutions

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Regulatory Compliance
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  • Compliance Monitoring: Helps you stay on top of regulatory requirements.

  • Audit Trails: Keeps a record of all customer interactions and data changes.

  • Automated Reporting: Automatically generates reports needed for compliance, so you don’t miss deadlines.

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Operational Efficiency & Customer Support Enhancement
  • Workflow Automation: Automates routine tasks to save time and resources.

  • Case Management: Helps manage customer support requests efficiently.

  • Knowledge Base: A resource where customers and support agents can find answers quickly.

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Customer Relationship
Management
  • Customer Interaction: Capture and nurture leads with personalized marketing campaigns across multiple channels.

  • Lead Generation: Streamline sales processes, manage leads, and convert them into loyal customers.

  • Customer Experience: Provide a unified customer portal for self-service, ensuring customers can access information and support whenever they need it.

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Data Management & Analytics
 
  • Snowflake: A system for storing and handling large amounts of data.

  • Data Integration: Combines data from different sources to give a complete picture.

  • Tableau: Creates easy-to-understand charts and reports to help you see what the data is telling you.

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Security and Authenticity
 
  • OAuth2 Authentication: Implement OAuth2 for secure authentication, ensuring that customer data is accessed only by authorized personnel.

  • Data Encryption: Utilize encryption for data in transit and at rest to safeguard sensitive information.

  • MuleSoft: Secure API management and integration, ensuring data is securely transferred between systems.

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Marketing & Customer
Engagement
  • Personalized Campaigns: Design targeted marketing messages based on customer interests.

  • Lead Scoring: Prioritizes leads so your team can focus on the most promising ones.

  • Multi-Channel Engagement: Connects with customers through email, social media, and mobile apps to provide a consistent experience.

How CSL Salesforce Solution Helps Finance

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Boost customer engagement and retention, 20% higher conversions

Cost Reduction: Cut operational costs by 30-40%, streamlined IT overhead.

Improved decision-making efficiency by 20%

Enhance sales productivity by 30%, revenue up 20%

Data Management Cost Reduction by 40%

Reduced compliance costs by 20%

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