Salesforce For Financial Industry
Streamline Sales Cycles, Ensure Compliance, and Deliver Personalized Services with Intelligent Solutions Leveraging Data and AI
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Transform Financial Services with Data-Driven AI Solutions
The global financial industry faces challenges like lengthy sales cycles, strict regulations, intense competition due to rising customer demands. To meet these demands, the industry requires a robust platform that leverages data and AI to engage today’s connected customers and deliver personalized financial services.
With over 15+ years of Salesforce expertise, CEPTES empowers financial institutions to harness the power of AI and data for more secure, transparent, and efficient processes. Our certified consultants help banking, financial, wealth management, and insurance providers optimize operations, boost productivity, reduce costs, strengthen governance, and create a highly secure environment—all while delivering top-tier customer support.
Drive Lifetime Customer Loyalty Across Financial Sectors
Deliver personalized, efficient experiences across retail, commercial, mortgage, and corporate banking through automation and AI-powered insights.
Banking
Insurance
Wealth & Asset Management BankingBanking
- Retail Banking: Enhance customer experiences with personalized, automated solutions for seamless interactions.
- Commercial Banking: Streamline onboarding and customize services to build stronger relationships and drive growth.
- Mortgage and Lending: Boost operational efficiency and simplify the borrowing process by digitizing the entire lending lifecycle.
- Corporate Investment Banking: Leverage differentiated insights and compliant processes to deepen relationships and optimize deal management.
InsuranceInsurance
- Property and Casualty: Prioritize policyholders with faster, more efficient interactions in increasingly digital markets.
- Agencies and Brokerages: Empower your agency with digital-first tools, unified insights, and automated workflows for better success.
- Life and Annuity:
Simplify customer support with intuitive responses to enhance connections. - Group Benefits: Streamline the benefit lifecycle by connecting teams, eliminating inefficiencies, and scaling up operations quickly.
Wealth & Asset ManagementWealth & Asset Management
- Wealth Management: Enhance client satisfaction and advisor productivity with automated, data-driven engagement on a modern platform.
- Asset Management: Unify experiences, boost sales productivity, reduce costs, and automate client services with ease.
Salesforce For Financial Industry - Our Offerings
- Elevate the customer experience with a 360-degree view of each customer
- Build a connected customer community with Salesforce Community Cloud
- Automated workflows & processes to streamline processes & enhance productivity.
- Efficient data management with data & file management applications
Storage cost reduction
Unlock our Potentials
- Intelligent service request assigning
- Deliver service faster
- Get all the customer data in one place
- Streamline service processes
- Integrate ERP, CRM, Telephony seamlessly
- Track time, detailed activities, parts used, expenses
Discover the impact of our innovative solutions
What Our Clients Say About Us
The team was able to address any issues and make fixes required until we had a finished package, sharing the steps, processes and setup required along the way.
The team was able to address any issues and make fixes required until we had a finished package, sharing the steps, processes and setup required along the way.
The team was able to address any issues and make fixes required until we had a finished package, sharing the steps, processes and setup required along the way.
The team was able to address any issues and make fixes required until we had a finished package, sharing the steps, processes and setup required along the way.
