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 analytics, as a source for decision making support system
• Gain complete visibility of your customers and projects
• End to end visibility in the finance supply chain mechanism
• Generate invoices from Salesforce in one click

The industries that can leverage the best business practice scenarios Incorporated in the FSC are Banking, Insurance, Mortgage and lending; and Wealth management.

Adaption or migration to FSC:

The implementation of FSC has a clear laid down methodology with specific procedures and processes to be followed to have a smooth transition and effective migration.

This is where AGG can bring their experience on board, having worked in tandem with Salesforce sInce 2013, in scripting the success of many industries. Backed by a host of certified consultants, having vast experience and expertise, AGG can offer you the correct solution to meet your specific business requirements and organization goals.

Key take-aways from AGG engagement:

1. As-Is analysis, depicting the organization’s current business scenario.
2. Identifying the pain points.
3. Gap analysis (evaluating the gap between best practices in the FSC and your current state of business.)
4. Solution Design.
5. Identifying the test cases, Integration checks.
6. Data migration from legacy systems.
7. Defining the user profiles and default settings.
8. Dash Board and Business Analytics.
9. Change Management.
10. Interfacing with Third party applications.

Leave the implementation and transition to us, while you enjoy higher ROI and better TTV with the FSC environment.