The Banking, Financial Services, and Insurance industries are facing lots of challenges post the financial meltdown due to increased security requirements, rapid changes regulatory norms and compliance burden. In this era, the industry is looking for a smarter system for richer customer engagement, wealth management.

In this order, the BFSI sector companies need to focus on a well designed CRM strategy to enhance the customer experience, increase outreach and customer retention.

Our Salesforce certified consultants will help you in achieving the following:

  • Capture dynamic insights of data in real time and make data-driven decisions

  • 360-degree insights of customer data for providing cross-sell & upsell

  • Enhancing Sales journey with accurate forecasting about customer interest & choices

  • Intelligent insights of the data with AI built reports and dashboards

  • Centralizing the payment processing system

  • Smart & Personalized advertising for richer customer engagement

  • Create in-the-moment customer experiences and personalized marketing strategy across all channels

  • Bring all company experts together to solve customer critical  issues faster with service collaboration

Industry Specific Solutions