Salesforce Financial Services Cloud and Pardot are transforming the client-advisor relationship by delivering more personalized client experiences, increasing agent productivity and enabling real-time collaboration. Client profile allows advisors to see all of their clients’ information in one place, with instant access to tear-sheets, financial accounts and goals. In addition, as wealth is transferred between generations, advisors need to gain a more complete picture of everyone in the family.
Robotics is utilized in the financial services industry where the combination of high transaction volumes and increased regulation places a premium on an organization’s ability to streamline operations and ensure appropriate levels of control. In finance and accounting areas, it can be used to collect and verify data, fixed-asset accounting, conduct general ledger account reconciliation, perform intercompany transactions and maintain accounting master data. Firms can also use robotics to audit expense reports, manage incoming vendor invoices and process vendor payments while handling vendor inquiries and/or disputes.
- Enterprise program management
- Customer service and support optimization
- Implement cloud computing solutions from Salesforce.com and Google Enterprise
- RPA strategy and solutions