Transparent Financial Services Cloud Pricing

Discover the power of Financial Services Cloud, an integrated platform engineered to cultivate enduring client relationships that span generations. Fueled by Lightning, this revolutionary system empowers advisors to deliver a bespoke, proactive service that aligns with client expectations. Unleashing a suite of enhanced productivity and engagement features, Financial Services Cloud liberates advisors from the shackles of data gathering, enabling them to focus on what they do best — delivering holistic, goal-oriented advice that places clients at the epicenter of their financial journey.

KEY FEATURES AND BENEFITS:

• Empowering Banking and Lending: In today’s financial landscape, customers demand a seamless, intuitive experience from their institutions. Financial Services Cloud transforms the banking and lending sector by facilitating the tracking and visualization of customer relationships. It prioritizes referrals, streamlines coordination among stakeholders, and ensures transparency throughout banking and borrowing processes, giving institutions a competitive edge in timely and relevant communication.
• Revolutionizing Capital Markets: Salesforce Financial Services Cloud becomes an operational powerhouse for capital markets firms. Robust workflow tools enable efficient tracking of deal and investment pipelines, facilitating client services and investor relations teams in onboarding new clients. The platform’s relationship modeling capabilities empower firms to visualize assets under management, laying the foundation for custom solutions across investment banking, private equity, real estate, and more.
• Tailored Solutions for Insurance Companies: Recognizing the uniqueness of each policyholder, Financial Services Cloud equips insurance companies to cater to individualized needs. Agents and customer service reps gain access to comprehensive 360-degree views of policyholders, real-time insights, and analytics for informed coverage recommendations. The platform’s out-of-the-box dashboards offer immediate, detailed perspectives that benefit both policyholders and insurers.
• Safeguarding Trust in Wealth and Asset Management: For wealth and asset management firms, Financial Services Cloud simplifies the journey toward trust and transparency. True relationship intelligence allows for the capture and visualization of up-to-the-moment account information. Advisors can curate and provide access to essential client information and partner solutions in one centralized location. With Next Best Action recommendations powered by Salesforce Einstein, advisors are empowered to make informed decisions.
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HOW CAN WE HELP:

• Twopir has completed several implementations on the Financial Service Cloud.
• The implementations are executed by senior professionals with over 6 years of experience.
• Twopir provides expert guidance to help clients map their organization’s processes and systems. This involves utilizing both the out-of-the-box (OOTB) Salesforce Financial Service Cloud features and custom development, as necessary to meet specific business process demands.
• Twopir is dedicated to facilitating a smooth transition to the Salesforce Financial Service Cloud package for its clients.
• The transition process includes the integration of secure, flexible, and digital services, addressing key aspects such as mobility, virtualization, collaboration, and support.

Result:

•  Seamless business growth from anywhere.
•  Efficient management of contacts, accounts, leads, and opportunities for smarter sales.
• Creation of a comprehensive knowledge base for informed decision-making.
• Integration of customer information across marketing, lead generation, sales, customer service, and business analytics.
• Access to a multitude of applications through the AppExchange.
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