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Salesforce Financial Services Cloud

Deliver Personalized Financial Advice. Help Customers Meet their Goals

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Generate New Growth Opportunities for Your Industry

Wealth Management

Connect with clients in a whole new way. Collaborate with them from any device and maintain stronger relationships. Leverage proactive tracking and event alerts for prompt client communication.

Insurance

Enhance the customer journey from quote to claim administration and produce a 360-degree view of policyholders. Offer customer-centric solutions and streamline the quote-to-claims journey.

Real Estate

From managing the fundraising and property acquisition process to capturing key metrics and financials for all units, Salesforce Financial Services Cloud lets you streamline the property management process.

Private Equity

Salesforce Financial Cloud allows dealmakers and investors to streamline financial planning and implement new ideas efficiently. It empowers dealmakers with real-time access to their investments on any device.

Wealth Management

Connect with clients in a whole new way. Collaborate with them from any device and maintain stronger relationships. Leverage proactive tracking and event alerts for prompt client communication.

Insurance

Enhance the customer journey from quote to claim administration and produce a 360-degree view of policyholders. Offer customer-centric solutions and streamline the quote-to-claims journey.

Real Estate

Private Equity

We Help You Thrive With Salesforce Financial Services Cloud

Implementation

You can rely on our Salesforce experts for a hassle-free implementation so that you can get started right away.

Migration

We ensure a seamless switch from your legacy platform to Salesforce Financial Services Cloud.

Quality Assurance

We deliver quality, efficiency, and security through our extensive experience and expertise with QA and next-generation testing services.

Maintenance and Support

Our certified Salesforce experts offer on-demand technical support and round-the-clock maintenance to help you work smarter.

Third-party Integrations

We work tirelessly to help you get a unified and scalable ecosystem by integrating Salesforce Financial Services Cloud with the rest of your tech stack.

Resource Optimization

We employ best-in-class technology and expertise to help you utilize the Salesforce Financial Services Cloud and run operations smoothly.

The Grazitti Advantage

What Makes Us Your Ideal Salesforce Partner

360-Degree Salesforce Services

Providing end-to-end Salesforce services, including consultancy, development, implementation, integration, and support.

Industry Expertise

Extensive Salesforce expertise across industries including insurance, fintech, retail, and more.

Extensive Service Portfolio

Our consulting and product customization service portfolio includes working on Salesforce’s industry-specific cloud products.

Our Partnerships

Our Customers Love Us

Wow!! The website looks great! I am VERY impressed with your work, and really happy that we made the choice to come to you!!!

Erin Oberfeld, Manager,

Web and Email

I wanted to send this note to let you know how I've really appreciated all the fantastic work Grazitti has done for Extole last year. We've never seen such great numbers maximizing our spend in AdWords as well as the increased traffic driven to our site. They have done an amazing job with our account and I'm really looking forward to working with them in 2016!

Jen Gray, Director of Marketing,

Extole

Right from start the Grazitti team gave us the confidence that we do not need to have a plan B. Once things started rolling – they were able to accommodate a number of requirements that were made by the operating teams within the timeframe.

David Skyberg, Product Manager,

Ping Identity

Grazitti and Marketo Support have successfully partnered to roll out rich functionality and support Portal. Beyond core development skills to implement business functionally in SFDC Service Cloud and Customer Community, the Grazitti team has been a valued contributor to recommend technology such as Solr text search, workflow optimizations, and web creative design.

Patricia Lughezzani, Group Vice President, Customer Support & Advocacy,

Marketo Inc.

Want to Know More?

Here Are Some Frequently Asked Questions

What is Salesforce Financial Services Cloud?

Salesforce Financial Services Cloud is a customer relationship management (CRM) solution developed exclusively for financial services. This Salesforce product is widely employed in a variety of financial industries, including but not limited to banking, mortgage, wealth management, and insurance. Financial Services Cloud leverages Salesforce CRM to help financial service providers manage customer relationships more effectively and grow faster. It enables a comprehensive understanding of customers and provides valuable insights at every stage of their lifecycle.

Who can use Salesforce Financial Services Cloud?

Banks, lending organizations, insurance companies, capital markets, wealth management firms, and other organizations with high-touch relationships can use the Financial Services Cloud.

I am an insurance agent, how can implementing the Salesforce Financial Services Cloud help me?

Insurance agents and companies under this vertical exclusively use Salesforce Financial Services Cloud Insurance. You can personalize communication with your customers across devices, streamline service requests received through email, websites, social media channels, and call centers, and discover new opportunities from a single platform by using a suite of tools.

What is the cost of implementing Salesforce Financial Services Cloud?

Your business requirements will determine the cost. Contact our Salesforce consultants if you would like to know more about it. Get a quick response from our experts by sending an email to [email protected]