Salesforce Financial Services Cloud
The financial service cloud offers a great help to businesses in this modern spectrum. To avail of such a service, you need to collaborate with a reliable digital partner like Kloudrac. Kloudrac is renowned for facilitating its clients with top-notch modern solutions that lead to the implementation and adaptation of cloud services.
Salesforce Service Process Studio
It is an AI-powered financial service app by Salesforce that facilitates users with its interactive features for the implementation of the financial service cloud. On an enterprise level, it serves as an integrated platform to build and maintain everlasting client-company relationships.
Contribution of financial services cloud in a business
From core banking to insurance platforms, the main task of the financial services cloud is to unify all the relevant data to the clients.
Enhance customer base with extended onboarding
Having accurate information about the customers is a great advantage to communicate with them transparently. Wealth managers, banks, etc leverage this feature to facilitate their customers with more relevant policies and structures.
Helps in financial planning
Correct information about the clients helps firms to provide the most relevant financial plans, budgets, etc to them. In other words, it aids in setting up personalized wealth management.
Boost productivity with AI-powered technical solutions
AI and automation, to an extent, provide realistic solutions for improving the efficiency & productivity of any business by utilizing real-time data.
Benefits of financial services cloud
Spare some of your time to understand more about the benefits of the financial services cloud in businesses
Automates back-end operations
Not only has the front end improved with the help of the financial services cloud, but you will see a significant improvement in back-end or middle operations. Businesses can easily keep track of ongoing or previously made transactions.
Builds strong client-enterprise relationships
Without having direct communications, financial service cloud apps like Salesforce Service Process Studio can help build strong and deep connections between clients and businesses.
Prepares a centralized information base
Salesforce Service Process Studio enables a business to create a firm and convenient knowledge base so that accurate and feasible predictions can be made easily.
How do client-company relationships get better with Salesforce Service Process Studio?
-
Provides simple digital services
Not routine communications or conversations, clients desire to get personalized care and simple digital solutions. The Salesforce Service Process Studio provides them both. Thanks to its generative AI and automation, they get timely reporting, responses, and personalized services from their respective financial services institutions.
-
Code free interface
The Salesforce studio is easy to use. No codes or algorithms are required to run this. The businesses can put their simple queries to it, and they can get accurate results. The middle and back-office tasks can be accomplished with just a few clicks.
-
Easy management of everyday finances
Real-time data processing, AI, and automation make the whole business process transparent. The clients rely on their financial organization as their requests, queries, or transactions and their statuses are clearly visible to them. And, this leads to easy management of finances on an everyday basis.
You must want to improve and accelerate customer reliance in your business. You can get in touch with Kloudrac to implement, install, and manage financial services cloud apps like Salesforce Service Process Studio at your end. It is the most trustworthy and easy-to-use interface all around the world.
Salesforce Industry Vertical Solutions
Healthcare
Financial Services
Retail
Real Estate
Manufacturing
Media & Publication
Logistics
Energy
Hospitality
Tour & Travel
.png)
Telecom
Education
Non-profit
Hi-Tech
Salesforce Products We Support
Marketing Cloud Account Engagement (Pardot)
Drive better engagement across all digital channels, marketing campaigns & strategies with our Pardot implementation and integration services, designed to streamline your email marketing, social media, & lead generation efforts.
Read More ➡
Marketing Cloud engagement
Marketing cloud engagement services is just another way to get ahead of your competitors in this cutting-edge competition. With the help of marketing cloud engagement services, you can open multiple digital terminals to enhance your customer base.
Read More ➡
Marketing Cloud Personalisation
Marketing Cloud Personalization integrates effortlessly with your existing Salesforce ecosystem, enabling you to leverage customer data for more meaningful interactions. Whether you’re looking to increase customer loyalty.
Read More ➡
Marketing Cloud Intelligence
Transform your marketing efforts with Salesforce Marketing Cloud Intelligence, the ultimate solution for data-driven marketing. This powerful platform consolidates all your marketing data into a single source of truth, enabling you to gain deep insights.
Read More ➡
FSL (Field Services Lightning)
Leverage the power of AI and automation to match the right technician with the right job, based on skills, availability, and location. FSL also provides your field team with mobile access to all the tools and information they need, from customer histories.
Read More ➡
Data Cloud
With Data Cloud, you can easily integrate data from multiple sources, including CRM, web, mobile, social, and more, creating a comprehensive and actionable customer profile. Advanced AI and machine learning capabilities help you analyze and predict customer behaviors.
Read More ➡
Financial Services Cloud
With Financial Services Cloud, you can seamlessly manage client relationships, streamline financial planning, and provide proactive advice based on real-time insights. The platform offers a 360-degree view of your clients, integrating data from across your organization to ensure that every interaction is informed and personalized.
Read More ➡
Revenue Cloud
Revenue Cloud, you can configure complex products and services, generate accurate quotes, and manage subscriptions with ease. The platform's advanced CPQ (Configure, Price, Quote) capabilities enable your sales team to quickly configure offerings, apply pricing rules, and generate quotes.
Read More ➡
.png)
Manufacturing Cloud
Salesforce Manufacturing Cloud integrates seamlessly with your existing systems to provide a unified view of your operations, from sales and production to inventory and supply chain management. Gain real-time insights into your production schedules, track inventory levels, and manage orders.
Read More ➡
Health Cloud
Enable doctors and healthcare teams to deliver personalised care by providing a comprehensive view of patient information, facilitating coordinated care plans, and enhancing communication across the care continuum.
Read More ➡
Sales Cloud
Get expert Sales Cloud Consultation to tailor solutions to your needs, ensuring seamless cloud implementation, integration, and customization for more effective sales processes and enhanced performance.
Read More ➡
Service Cloud
Empower your business with Salesforce Service Cloud which is a robust platform designed to enhance customer support by managing cases, automating tasks, and providing multi-channel support.
Read More ➡
Heroku
Empower your developers to build, deploy, and scale applications effortlessly with Heroku, the cloud platform as a service (PaaS) that simplifies the entire application lifecycle. Heroku allows developers to focus on writing code.
Read More ➡
CPQ
It is a comprehensive solution that manages the entire sales process from generating quotes to processing payments, ensuring accurate pricing, streamlined approvals, and efficient.
Read More ➡
Platform Cloud
Unlock innovation and accelerate app development with Salesforce Platform Cloud, the leading platform-as-a-service (PaaS) designed to empower your business with the tools to build, deploy.
Read More ➡
Experience Cloud
Experience Cloud offers powerful design tools, templates, and components, allowing you to build and launch your digital experiences quickly without requiring extensive technical expertise.
Read More ➡
Slack
Slack’s intuitive interface allows you to create channels for projects, teams, or topics, ensuring that conversations stay focused and information is easy to find. With powerful integrations.
Read More ➡
Tableau
Tableau, you can connect to a wide range of data sources, from spreadsheets to databases and cloud services, and seamlessly blend and analyze data from multiple sources. Its user-friendly drag-and-drop interface allows you to create compelling visualizations and dashboards.
Read More ➡
Non-Profit Cloud
Non-profit organisations can empower their employees by leveraging Salesforce tools to streamline operations, enhance collaboration, and gain valuable insights. This enables staff to focus more on their mission, improve efficiency, and drive impactful outcomes for their cause.
Read More ➡
Commerce Cloud
Salesforce Commerce Cloud offers a unified platform for managing and optimising both B2B and B2C e-commerce experiences. It provides tools for personalised shopping experiences, seamless order management, and integrated marketing capabilities, helping businesses drive sales.
Read More ➡
Mulesoft
Harness the power of AI & Mulesoft to drive digital transformation by connecting systems, automating workflows, and securing & scaling APIs on a single unified platform. This approach enhances efficiency, improves data insights, & accelerates innovation.
Read More ➡
Einstein Analytics
Salesforce Einstein Analytics aims to provide advanced data analysis and actionable insights by leveraging AI-powered tools, enabling users to visualise trends, make data-driven decisions, and uncover hidden opportunities within their Salesforce data.
Read More ➡
Our Clients
Why choose kloudrac for Salesforce Consulting ?
With countless Salesforce partners to choose from, why opt for us?
Here's what sets us apart
Specialists in Sales Cloud
Vast experience and domain knowledge
Pocket-friendly pricing options
100% Salesforce certified team
Intellectual Property Rights rest with you
Collaborative and innovative
Salesforce Summit Tier Partner
Training and support services
Case Studies
Get valuable insights on our solutions that have transformed businesses and driven measurable results across various industries.
HealthCare
Bangalore's largest cancer hospital management struggled with low efficiency and productivity because of manual patient data processing.
Logistics
A leading logistic company providing B2B & B2C Courier Services, supply chain management, and distribution services in the US was struggling.
Banking and Financial
The client was a prominent enterprise brand from the retail banking, insurance, and financial services industry, offering a wide range of services.
Embrace Business Excellence with Salesforce
Step into the world of business excellence with industry-leading CRM, where innovative technologies transform operations, enhance efficiency, and drive sustainable growth.
Get a free Consultation !
