Salesforce Consulting & CRM in the Finance and Insurance Industry
Digitization gives banks and the insurance industry the decisive edge. Revolutionize your business models to keep up with digital transformation.
Mastering challenges, creating trust
The finance and insurance industry is caught between increased regulatory scrutiny, rising customer needs, and new market entrants. What counts for institutions now is a clear strategy and strict implementation.
When it comes to one's own assets or health, one thing counts above all: trust as the foundation for long-term customer loyalty and satisfaction. Secure and smooth handling of sensitive data must be guaranteed. Financial service providers must also protect themselves against cyber threats and ensure complete data security.
Sensitive topics require perfect customer care – for this, your employees need a 360-degree view of all customers. Data can be viewed in real time and customer inquiries can be responded to immediately. With tailored advice and service perfectly tailored to customers and partners, we help you achieve long-term customer loyalty.
Solutions tailored to your needs
360-degree view of your customers
Within a single platform, your employees, insurance brokers and other stakeholders will find everything they need – from contracts to master data to highly sensitive information.
To ensure optimal communication with your customers, we link Salesforce with your backend. We realize the handling of sensitive customer data through secure interfaces.
Must-have safety concept
Financial and insurance service providers need to protect themselves against cyber threats. Sensitive data needs extra encryption that can withstand continuous synchronization.
This is how we have already been able to help other financial and insurance companies
This is how the digital transformation in the financial sector will definitely work out
We offer the right solution for the digitization of the finance and insurance industry. With our expertise and meaningful reference projects, we directly address your industry-specific challenges.
New customer acquisition made simple
The Sales Cloud is your tool to boost new customer acquisition while ensuring a sustainable increase in sales. Customers often stay with the bank or insurance company they trust. Acquiring new customers can therefore sometimes be complex. With the Sales Cloud, this is now over!
Take advantage of lead, contact, and opportunity management from Sales Cloud. Close more deals and increase your productivity. Reporting and dashboards help you keep track of your data and business in real time, from anywhere. Ready to increase sales and attract new customers? Ready, set, go!
Marketing that inspires
Personalization is everything! The Marketing Cloud helps you build long-term customer relationships. Turn customers into fans – with personalized marketing that inspires. The trust of your customers is essential. So report transparently, from anywhere and always at the right time.
The functions range from personalized newsletters to social media activities and personalized product suggestions. Communicate across all your channels – younger customers are especially active on social media. With numerous automation options, dynamic content, a simple user interface and working on the same data, you can act even more efficiently from now on!
Customer service that convinces
If there's one thing your customers don't like, it's long response times on hold and analog service processes. So give your customer service reps the tools they need to deliver excellent, seamless customer service.
With the Service Cloud, you have all the important information on accounts, insurance, loans, mortgages and much more available at a glance. Claims and other inquiries can be handled in no time at all, since all relevant information is always available everywhere. Your customers are happy and, in the best case, will recommend you to others.
Utilizing AI Potential
Einstein Analytics provides you with a platform that allows you to fully exploit the potential of artificial intelligence, for example in the early detection of trends. AI technologies help you intelligently and thanks to ready-made analyses to evaluate the duration of the customer relationship and the risk of churn to increase retention through appropriate measures. Making data-driven decisions has never been easier!
You can also get help in customer service through smart helpers such as chatbots. Your employees only need to be involved in more complex cases; the technology handles simpler inquiries for you.
As individual as your customers: Our Salesforce modules for your needs
Your contact for the financial sector
Senior Manager & Board Member
Take off as a digital finance company
Together from the start: We accompany you from the start to the finish of the digitization journey.
You have questions – we have the answers
We are aware that digitization processes are complex. That is why we have summarized the most frequently asked questions for you.
With the Financial Services Cloud, which was developed specifically for financial service providers such as banks, and a digitalization strategy with Salesforce by Salesfive, you can put your customers at the center of everything you do. Thanks to innovative technologies, a customer relationship management system (CRM system) enables banks and financial service providers to easily adapt work processes, products and services to the needs of customers and increase customer satisfaction. This allows you to concentrate on the essentials!
With the Financial Services Cloud, which was developed specifically for insurance companies, and a digitalization strategy with Salesforce by Salesfive, you can put your policyholders at the center of the action. In your "Customer Relationship Management System" (CRM system), all customer data is centrally available to enable personalized insurance service. This allows you to prioritize individual customer experiences and guarantee support that is tailored precisely to your customers and their life situation.
As a cloud-based solution, Salesforce already offers numerous native customization options. As a Salesforce Boutique Partner, we know the industry-specific challenges and, with expertise in the financial services and insurance industry, can adapt your Salesforce system to your needs. Using Salesforce or Custom Development, we further develop the system according to your needs. For example, as a Tableau partner, we use AI-powered tools to enable you to make precise recommendations and take immediate action based on analytics. The possibilities are endless!
The answer is: of course! To ensure even better communication with your customers and policyholders, we link Salesforce with your backend. We secure the handling of sensitive customer data through secure interfaces. With the help of custom development, we enable secure data exchange between systems to protect sensitive customer data. We make your systems swim in sync!
Salesforce, as a cloud-based CRM solution, protects your data from the start with encryption and centralized locations, as well as numerous backups. Thanks to encryption, data cannot be accessed and you can work with Salesforce with peace of mind. If you want additional encryption for your data streams, you can implement Salesforce Shield. This way you protect yourself from all cyber threats!
Is your interest in digital CRM solutions for the financial sector awakened? Our team is ready.