Salesforce Benefits for the Financial Services Industry
Identify risk better and accelerate your decision-making process
Salesforce Benefits for Financial Services
- Get complete visibility in your customer’s financial profiles
- Increase efficiency by getting your data in one single place, eliminating duplicate data entries
- Analyze opportunities and get real-time data to uncover new and critical information
- Improve the management of the complete customer lifecycle
- Identify risks better than before and forecast assets
- Accelerate your decision-making process by automating your business processes
- Fulfill regulatory compliance policies and respond quickly to changes
- Improve the management of the prospecting, intake, and origination of leads
Financial Services Sectors We Specialize In
Our deep understanding of the FinServ industry and our Salesforce expertise help us deliver personalized services, streamline the entire banking experience, and revolutionize how your organization manages customers’ experience.
Wealth & Asset Management
With the implementation of new digital technologies, customer data is pulled from one central place, providing your business with actionable insights to deliver personalized advice, boost productivity and increase customer retention while guiding clients toward their financial goals.
Mortgage & Lending
Through Salesforce, we help you simplify the mortgage and lending processes to deliver an exceptional loan experience every step of the way. Our products and scalable solutions can unify your business in one platform to provide more transparency and certainty across any channel.
Our goal is to support you with personalized and robust solutions, so you can provide exceptional customer-centric service, streamline the underwriting process, improve digital insurance processes, level-up productivity, and boost customer retention in a very competitive market.
What we offer to Financial Services Companies
Principal Project Manager
The Cloudsquare Difference
Innovative Salesforce Solutions. Lifelong Consulting Partners
Cloudsquare is a Salesforce Consulting and Implementation Partner with over 200+ successful projects and years of expertise and deep technical knowledge working with Media and Entertainment companies. Our team’s extensive experience working with businesses in the Media industry, our Salesforce skill set, and our comprehensive approach have allowed us to innovate with each and every solution to deliver future-proof and robust Salesforce solutions to clients and customers.
By taking full advantage of the Salesforce platform infrastructure, we are able to address the challenges in the Media and Entertainment industry with superior technology implementation. We help small and large business nurture and develop real relationships with their clients, connect to customers through different channels, create more personalized interactions and increase their ROI.
When you work with us, you can expect:
- Cost-Effective Solutions
- A ‘Process First’ Approach
- Rapid Response Times
- Open and Transparent Communication
- Quick Deployment and Flexible Project Management
- Ongoing Support and Documentation
- West Coast, East Coast, and Everywhere in Between
Robust and Innovative Solutions for the FinServ Sector
Let Our Clients Tell You About Us!
The template is a great fit and has enabled us to start doing business right away.
Cloudsquare has a great team of Salesforce experts. Their ability to find the right template and integrate it quickly saved the company a lot of downtime. Highly responsive and collaborative, they continue to be valued partners.
They’re quick, efficient, and extremely responsive and communicative on a personal level.
Cloudsquare’s work has driven efficiencies in the client’s sales and management processes and helped them scale their business. They show their genuine commitment to the client’s success by communicating well, devoting their utmost attention, and providing optimal solutions for their needs.
Best Credit App on AppExchange. We’ve been migrating our company processes to Salesforce and needed to find a solution for pulling credit bureau reports within SFDC. After demoing several different products, we can definitively say CS Credit is the best solution on the AppExchange… Working with Cloudsquare and CBCInnovis (now called Factual Data) to deploy the app was also simple, earning CH five stars and a strong recommendation from us.
Experts In Implementation! As a startup company we faced a few unique challenges. The team at Cloudsquare helped us with our initial Salesforce implementation and launch. They helped us map out what we would need for the future and developed a strategic, custom solution that we can grow into. We have been extremely impressed by Cloudsquare and their expertise and attention to detail.
Jeff and Dennis have been instrumental in my Salesforce implementation for my growing MCA company. They understand my unique needs and are always accessible to get the job done quickly and professionally. I would recommend Cloudsquare to anyone who is working with Salesforce and needs to have it customized.
Customer Success Stories
Integrating Siloed Systems to Improve Partner Program Management
How the implementation of Service Cloud and the integration of disparate systems in Salesforce helped a provider in payment solutions improve their team’s productivity and partner program management.
Optimizing Salesforce for a Lending Broker
Seasoned alternative business lending broker uses Salesforce to originate working capital loans.
Salesforce Implementation for an MCA Broker
Startup broker uses Salesforce to originate working capital loans.
Moving Underwriting Team Leads to Efficiency and Communication Gains
How a leading lender in financial services modernized its underwriting processes and streamlined its Salesforce implementation.
New Salesforce-based System Brings Noticeable Gains in Sales and Underwriting KPIs
How a tailored Salesforce solution helped a company improve sales efficiency by 20%.
Salesforce Migration Improves Lead Attribution and Partner Relationships
How a well-known small business lender successfully migrated from a dated CRM to Salesforce.