Salesforce Finance Cloud Platform
Take Your Financial Services Customer Experience to The Next Level
Empower your financial services with AI-driven CRM designed for banking, wealth management, and insurance.
Empower your financial services with AI-driven CRM designed for banking, wealth management, and insurance.
Salesforce Financial Services Cloud is a game-changing platform engineered to foster long-lasting client relationships. Built on the powerful Lightning platform, it enables advisors to elevate their service standards by providing personalized, proactive advice that resonates with clients across generations.
We empower financial institutions to scale rapidly and enhance customer experiences using Salesforce Financial Cloud. Our tailored solutions streamline key processes, from loan relief to insurance claim management, ensuring faster, more efficient service for your customers. Sedin’s expertise in Salesforce Financial Cloud platform helps you place clients at the heart of your practice, driving loyalty and long-term success.
Faster Claim Processing
Drive Efficiencies
Better Visibility
Improve Seller Productivity
Our clients have seen
We focus on establishing the core functionalities of Financial Services Cloud, handling everything from configuring user accounts and customizing fields to defining sales processes and migrating existing data. Our aim is to ensure a seamless setup that aligns with your business goals.
Our team tailors Financial Services Cloud to fit your specific business requirements. This includes creating custom fields, workflows, reports, and dashboards that are perfectly aligned with your sales processes, ensuring you get the most out of your investment.
We provide in-depth training sessions designed to equip your team with the knowledge they need to maximize the benefits of Financial Cloud. Our training covers essential functionalities, best practices, and strategies for efficient platform usage in managing leads, opportunities, and contacts.
Transitioning to Financial Services Cloud can be daunting. That's why we offer initial support and guidance to help you navigate the platform smoothly. Our post-implementation support ensures that any issues or challenges are promptly addressed during the early stages of adoption.
"We’ve successfully partnered with Sedin since we onboarded them in Dec 2021. Their Salesforce team is very professional with excellent technical skills and a focus on the outcome."
"Sedin Salesforce team has made a huge difference in the productivity and stability of our business. We were quite impressed with their technical prowess, professionalism & outstanding communication."
"The efficiency and world-class service provided by Sedin Salesforce team is unparalleled. They communicate clearly & always find solutions that align perfectly with our vision. We couldn’t be more pleased with their delivery and dedication."
Speak with a Sedin Salesforce consultant today to discuss your project requirements and start driving results.
