Salesforce
Financial Services Cloud (FSC)
Our Experience in Salesforce Financial Services Cloud (FSC)
eVerge has been working with large banks, wealth management firms, and financial institutions to help our clients implement Salesforce Financial Services Cloud (FSC). Over the past several years, Salesforce has continued to grow as a CRM (and acquire companies) and add to their basic Sales, Service, and Marketing cloud offerings. One of the most exciting is the Salesforce Financial Services Cloud (FSC). The basis of Financial Services Cloud (FSC) is the core functionality is based on Salesforce Sales Cloud and Salesforce Service Cloud with added on functionality to cover Banking, Wealth Management, Insurance, Asset Management, and Mortgage Lending.
Benefits of Salesforce Financial Services Cloud (FSC)
eVerge has been working with large banks, wealth management firms, and financial institutions to help our clients implement Salesforce Financial Services Cloud (FSC). Over the past several years, Salesforce has continued to grow as a CRM (and acquire companies) and add to their basic Sales, Service, and Marketing cloud offerings. One of the most exciting is the Salesforce Financial Services Cloud (FSC). The basis of Financial Services Cloud (FSC) is the core functionality is based on Salesforce Sales Cloud and Salesforce Service Cloud with added on functionality to cover Banking, Wealth Management, Insurance, Asset Management, and Mortgage Lending.
Actionable Relationship Center (ARC)
Customer Hierarchy
Compliant Data Sharing
Activity Timeline – Action Plan/Action Plan Template
Surveys in Financial Services Cloud
Einstein Bots for Financial Services Cloud
Deploying Analytics for Financial Services
Analytics for Wealth Management
Client Segmentation
Business Milestone/Life Events
Einstein Referral Scoring
Build a PredictionPrediction Scorecard / Referral ScoresEinstein Top Referrals ComponentPredict Client Churn
Einstein Next Best Action
Likelihood to Add Assets for Wealth Management
Insurance Analytics – Likelihood of Policy Renewals
Consumer Banking Analytics
Wealth Analytics
My Book of Business Dashboard
Analytics for Mortgage
Measure and monitor Loan Applications, volume, amounts, completion rate, missing documentsView who is processing loans faster, who has the highest volume loans, who has more pending applications
Our Services Portfolio for Salesforce Financial Services Cloud (FSC)
Implementation
Legacy Migration
Strategy
Health Check
Continuous Support (eVerge Live)
Enterprise Integrations
Get Started with Salesforce Financial Services Cloud Today!
Schedule A Consultation
When we decided to switch to Salesforce, many of the implementation partners proposed the concept of a lift and shift. eVerge was the one partner that listened to us, truly understood our needs, and proposed the solution that did not involve porting over the old model with all of its design flaws. Our entire team was impressed with their technical skill set. The decision to engage them was easy. When we migrated to Salesforce, we implemented Sales Cloud, Pardot, and Service Cloud. The sprinted through the entire implementation, accommodated design modifications, worked round the clock, and delivered the system with minimal post go live work, as scheduled. I would recommend them to anybody and would readily engage with them for all Salesforce needs
Our Methodology
eVerge’s proprietary PrecisionFit® Methodology enables project teams to consistently deliver business value to clients through the implementation of cloud technology solutions that align to pre-built features and support the rapid deployment of software solutions demanded by clients today.
The PrecisionFit® Methodology leverages theindustry standard Unified Process but tailors it by incorporating extensive implementation experience and finely-honed intellectual capital while working within the Agile framework.
PrecisionFit®’s unique focus on Data Harmonization, Active User Involvement, Iterative Prototyping, Knowledge Transfer, and Change Management ensures that eVerge solutions deliver value time and again.
