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What We Offer?
Financial institutions today face major headaches when urgent customer issues arise, such as reporting fraud, replacing lost cards, or resolving complaints. Yet, most financial institutions still rely on manual, disconnected processes that drag resolution times and frustrate customers with fragmented service channels. SakCare by Saksoft enables financial institutions to act on customer crises in minutes, instead of days, with AI-driven automation.
AI-powered emergency service agent
Built natively on Salesforce Service Cloud and Financial Services Cloud, SakCare enables financial institutions to respond swiftly and compliantly to urgent service requests.
Act on Crises Instantly
Automate Compliance Tracking
Connect Service, Fraud & Operations
Route Smarter, Work Faster
Turn Emergencies into Loyalty
Salesforce Revenue Cloud Use Cases:
For Price Analysts
AI analyzes discount schedules, list price trends, and regional performance to help price analysts fine-tune strategies. Instantly understand how your products are performing across different channels and where adjustments are needed.
For Product Data Managers
Stay ahead of the curve with AI-powered insights into your product catalog. Salesforce RCA identifies gaps, recommends updates, and highlights which products need repositioning or enhancement to meet market demand.
For Sales Reps
Empower your sales team to close deals faster. With Agentforce and RCA, reps can easily determine the right pricing, identify top-performing products, and receive intelligent suggestions on what to sell next—tailored to each customer.
Core Capabilities
Native to Salesforce FSC & Service Cloud
Works seamlessly within your existing CRM environment
Prebuilt case flows
Handle disputes, complaints, FNOL, card loss, and more.
Built-in integration hooks/connectors
Connect effortlessly with 3rd-party and core systems
Customizable intake forms, alerts, and AI actions
Tailor the experience to your business and compliance needs.
Act on customer emergencies in minutes, not days!
Customer Service Agents
Guided, AI-powered flows help resolve fraud, lost cards, and disputes in seconds without switching tools.
CIOs & Salesforce Architects
Native Salesforce FSC & Service Cloud integration with prebuilt flows and low-code setup for agility minimize IT overhead.
Service Operations Heads
Workflows and dashboards reduce handling time, enforce SLA rules, and improve CSAT.
Risk & Compliance Leaders
Automated case logs, audit trails, and built-in compliance checkpoints keep every case compliance ready.