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Financial Cloud Service Implementation

Financial Cloud Service Implementation

Financial Cloud Service Implementation Incorporate Salesforce Financial Services Cloud in your institute to capture a 360 degree view of your clients. Implementation of FSC enables the firms to: Perform real-time financial reporting, modelling and actionable...
Financial Services Cloud

Financial Services Cloud

Financial Services Cloud Customer service is currently the best way to differentiate yourself from competitors. To attract customers, financial institutes need to understand the whole person rather than a single aspect. Salesforce Financial Services Cloud is a...
Guest User Security Policies update

Guest User Security Policies update

Guest User Security Policies update Salesforce is about to release certain security enhancements for the guest user profiles, which is bound to impact the business of the organisations. The enforcement of the public site security policies affects all customer...
Work.com Command center

Work.com Command center

Work.com Command center The Command center of Work.com is a dashboard that serves as the hub of the app. This well thought-out and strategically convenient tool has all the public and private data required to get your business up and running safely. The private data...
Have you heard of Work.com yet?

Have you heard of Work.com yet?

Have you heard of Work.com yet? Although we are still fighting our way through unprecedented times, many of us have come to terms with the ‘new normal.’ We are now gearing towards re-opening the economy and Salesforce has come up with a blueprint to guide you through...

Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.