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.
Challenges in Finance Industry
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Customer Relationship Management
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Regulatory Compliance
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Operational Efficiency & Customer Support Enhancement
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Data Management & Analytics
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Marketing & Customer Engagement
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Security and Authentication
Features
Customer 360 View
Advisor View (Wealth Management)
Relationship Management
Onboarding Management
Financial Goal Tracking
Customer 360 View
Solutions
Regulatory Compliance
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Compliance Monitoring: Helps you stay on top of regulatory requirements.
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Audit Trails: Keeps a record of all customer interactions and data changes.
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Automated Reporting: Automatically generates reports needed for compliance, so you don’t miss deadlines.
Operational Efficiency & Customer Support Enhancement
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Workflow Automation: Automates routine tasks to save time and resources.
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Case Management: Helps manage customer support requests efficiently.
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Knowledge Base: A resource where customers and support agents can find answers quickly.
Customer Relationship
Management
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Customer Interaction: Capture and nurture leads with personalized marketing campaigns across multiple channels.
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Lead Generation: Streamline sales processes, manage leads, and convert them into loyal customers.
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Customer Experience: Provide a unified customer portal for self-service, ensuring customers can access information and support whenever they need it.
Data Management & Analytics
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Snowflake: A system for storing and handling large amounts of data.
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Data Integration: Combines data from different sources to give a complete picture.
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Tableau: Creates easy-to-understand charts and reports to help you see what the data is telling you.
Security and Authenticity
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OAuth2 Authentication: Implement OAuth2 for secure authentication, ensuring that customer data is accessed only by authorized personnel.
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Data Encryption: Utilize encryption for data in transit and at rest to safeguard sensitive information.
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MuleSoft: Secure API management and integration, ensuring data is securely transferred between systems.
Marketing & Customer
Engagement
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Personalized Campaigns: Design targeted marketing messages based on customer interests.
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Lead Scoring: Prioritizes leads so your team can focus on the most promising ones.
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Multi-Channel Engagement: Connects with customers through email, social media, and mobile apps to provide a consistent experience.
How CSL Salesforce Solution Helps Finance
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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