Effective management of an insurance institution requires constant care in many areas:
Finances and insurance
Understanding fosters trust
Customers expect a high-quality experience in all consumer transactions. Financial institutions should take care of preparing and implementing the best possible digital service tools. Both mobile and desktop applications, as well as domain systems implemented in a given organization (e.g. transactional systems supporting the tasks of individual departments, facilitating effective support for clients and associates) become useful. All these elements should be linked in terms of data and communication.
Salesforce Financial Cloud is a platform that offers a set of integrated tools designed for financial institutions.
What can we do for you?
Salesforce Financial Services Cloud
- access to data from all customer products (loans, investments, insurance)
- integration of information in the form of a 360-degree view
- analysis of the hierarchy of relationships between individual clients
- sales funnel management
- view of the customer’s full life path (including where he was acquired from)
- automatic assignment of leads to employees
- tips on personalizing the offer for a specific customer (another offer, products supplementing the portfolio)