Salesforce for Finances and Insurance

Salesforce Financial Cloud is a platform that offers a set of integrated tools designed for financial institutions.

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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 become useful.

All these elements should be linked in terms of data and communication.

Solutions for insurance: effective management of an insurance institution requires constant care in many areas

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Offers

Offer, valuation and scope of the proposed type of insurance.

Handling processes for both property and life insurance, as well as specialized (motor, industry, professional risks).

Calculation and assessment of risks related to the scope of insurance.

Aggregation and exchange of data between traditional and digital channels.

Managing marketing consents in the context of the client’s existing policies.

Obtaining data necessary to properly determine the value of the property covered by protection.

Ways of concluding contracts (online and remote), processing them, providing users with insight into their scope, as well as automatic management of renewals and payments.

Acquiring new customers and integrating information about them, regardless of the channel through which they were served (traditional / digital).

Cooperation with agents, multiagencies and other intermediaries, providing them with constant access to current information, corresponding to the scope of concluded contracts and their powers.

Advisory, liquidation and other forms of customer support.

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)

Leasing

As in the case of other financial services, these also underwent significant digitization. From the point of view of the institution, it is crucial to determine the level of risk incurred in the event of a positive decision. For the consumer or organization wishing to obtain additional funds, clarity and speed of the process (minimum number of formal steps, clear terms and conditions collected in a simple contract, handling documents in digital form or other tools allowing for carrying out transactions without a physical visit to the institution). Appropriate IT tools, based on the possibilities available within the Salesforce platform, will satisfy the needs of all process participants thanks to:

conducting marketing campaigns, targeted precisely at specific recipients (positioning tools, look alike, behavioral targeting)
lead management and analysis of their sources
managing the sales process (assigning appropriate shopping and consumer paths, upselling and cross selling suggestions, next best offer)
management of the network of advisors and agents (including division and hierarchy of roles, access to information for each of them, division into regions, reports on actions taken)
automation of sales activities and customer service (e.g. notifications or messages sent by the system to the appropriate person in connection with specific situations on their clients’ accounts: inactivity, payment delays, the approaching end of the contract, etc.)
contract renewals
ensuring the possibility of conducting processes (valuations, concluding contracts) 100% remotely (using online solutions, SMS, telephone)
electronic contracts, repayment schedules and other solutions supporting both the client and his supervisor on the company’s side
integration with banking systems and internal programs
providing support and advice available through communication channels preferred by customers (omnichannel approach)
reporting in various areas (customer activity, activities carried out by individual agents, expiring contracts and upcoming renewals
client portals (the ability to track the history of your contracts, control and download repayment schedules, other activities initiated by the client)