Cultivate Trust using Financial Services Cloud

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Salesforce’s Financial Services Cloud tool gives you the ability to create trust between you and your customers, 
from anywhere. Those in corporate and investment banking, retail and commercial banking, insurance, wealth and asset management and mortgage and lending have the opportunity to transform their business with help from Financial Services Cloud and our Salesforce consultants.

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Corporate and investment banking institutions can land more deals with help from additional client insights and included compliance. Retail and commercial banking will gain an understanding who your customers truly are, the financial tools they currently utilize, and how they can achieve their financial goals. Insurance organizations can provide a cohesive experience to their customers and unite insurers and policyholders. Wealth and asset managers will become more informed and efficient decision makers. Finally, mortgage lenders will be able to streamline lending and mortgage procedures.

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CloudBlazer’s Financial Services Cloud Implementation Methodology

The methodology used by our Financial Services Cloud consultants combines our expertise with your organization’s goals. The CloudBlazer process includes detailed planning, thoughtful decision making, meticulous documentation and careful consideration of your budget and deadlines.

The CloudBlazer Financial Services Cloud Process

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In the DISCOVER phase our Salesforce consultants will initiate the engagement and ensure alignment on timetable and goals.

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During the ANALYZE phase CloudBlazer will review our methodology, plan, scope and expected outcomes.

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Our Salesforce consultants will then begin the DESIGN phase, where we will tackle the task of outlining your project, including any necessary custom architecture and prototypes.

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Moving into the DEVELOP phase our Salesforce consultants will build out detailed training materials and build the required applications and data migrations.

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During the VALIDATE phase CloudBlazer will conduct rigorous testing and finalize your custom training program.

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Finally, in the DEPLOY phase we will turn on your Financial Services Cloud experience and ensure that your team is prepared to utilize the tool’s features.

If your financial services organization is ready to build increased trust between you and your customers, reach out to get started with one of our Financial Services Cloud consultants.