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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 

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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