Financial Services Cloud ClearWIN
Experience immediate improvements in efficiency, with reduced service response times and increased technician productivity. Enhance customer satisfaction through real-time updates and personalized service.
starts at $5,999
1
Consultation and Requirements Gathering
Conduct a comprehensive analysis of the client's business processes and requirements. Identify key pain points, goals, and objectives for the Financial Services Cloud implementation.
2
Configuration and Customization
Our team will develop a tailored solution design based on your needs and Salesforce Financial Services Cloud best practices. Configure the system to align with the agreed-upon design, including data model setup, custom fields, and page layouts.
3
Households Set Up
Our team will configure Households to manage marketing campaigns and organize your clients into logical groups.
4
Contacts Set Up
We'll configure Contacts to help your team understand and track your clients' individual goals, objectives and timelines for success.
5
Manage Opportunities
Track and manage your team's progress as they develop sales opportunities for your institution. Have a clear view into your pipeline.
6
Financial Account Set Up
Configure Financial Accounts to track daily balances, NAV, asset class, and other information.
7
User Training and Documentation
Practical just-in-time training to help your team learn how to effectively use Salesforce Financial Services Cloud.
8
Support
Limited post deployment support and troubleshooting.
Let’s WIN
Together
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