Earn Customer Loyalty
and Maintain Data Compliance

Financial services organizations handle sensitive information constantly but also need the technology to elevate customer experience for better business. Salesforce can do that. Learn how.

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Salesforce for Financial Services

Financial services organizations are unique. The sales cycle and the customer relationship takes on a whole new dynamic for those in the industry. Even still, Salesforce has the perfect technology solutions ready to transform your business for the digital era. And Simplus has provided these Salesforce solutions, like CLM and Sales Cloud configurations, for financial services organizations of every variety.

  • Banking
  • Venture capital and private equity
  • Insurance
  • Asset and fund management
  • Commercial lending and services
  • Wealth management
Financial Services
Financial Services

Financial services organizations are unique. The sales cycle and the customer relationship takes on a whole new dynamic for those in the industry. Even still, Salesforce has the perfect technology solutions ready to transform your business for the digital era. And Simplus has provided these Salesforce solutions, like CLM and Sales Cloud configurations, for financial services organizations of every variety.

  • Banking
  • Venture capital and private equity
  • Insurance
  • Asset and fund management
  • Commercial lending and services
  • Wealth management
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FACT SHEET

Insurance Digital Process Automation

No-code/low-code DPA tools allow you to build new products quickly and automate business processes for underwriting, quoting, and claims on Financial Services Cloud in a fast, configurable manner.

Download the Fact Sheet

Financial Services Case Studies:

Berkadia

We helped Berkadia increase collaboration and gain more robust data visibility.

Simplus integrated all assets and user information in Service Cloud, so reps now have 360-degree customer views.

FHL Bank

FHLBanks’ Office of Finance was new to Salesforce, and we helped migrate all of its data into one system.

Insurance Call Center Digitization fact sheet
FACT SHEET

Insurance Call Center Digitization

Investing in your digitized call center has the potential to catapult exponential growth and is as easy as 1-2-3-4. Check out the Infosys and Simplus recommended steps to set up your modern call center with this fact sheet today!

Download the Fact Sheet
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Compliance You Can Count On

Data security, regulatory compliance, and sensitive information around every corner. Salesforce is pre-built to handle it all.

Customer Experience with Salesforce for Financial Services

With an implementation partner, you can take your Salesforce instance to the next level by streamlining processes and providing your customers with the personal, fast engagement they’ve come to expect.

Want to learn more? Check out more great content for financial services: