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Financial services institutions don’t have to be the ones stuck in the past. Innovative solutions just need a cloud foundation to take off.
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Data Cloud for Financial Services
Data Cloud for Financial Services
Banking, VC, private equity, insurance, lending, fintech, wealth management…
Financial services organizations are unique. The sales cycle and the customer relationship takes on a whole new dynamic for those in the industry. Even still, Salesforce has the perfect technology solutions ready to transform your business for the digital era. And Simplus has provided these Salesforce solutions, like CLM and Sales Cloud configurations, for financial services organizations of every variety.
Sequoia Financial Group
Case Study
Sequoia was looking for a partner to conquer the initial challenges of integration but also address ongoing maintenance and innovation as it scales.
RXR
Case Study
Simplus/Infosys provided end-to-end digital scope for the creation of smart space for all RXR properties.
NorthMarq
Case Study
NorthMarq first reached out to Simplus looking for quality maintenance and support for its Salesforce setup. Now, NorthMarq is now one of Simplus’ biggest Managed Services clients.
APCO Holdings
Case Study
Simplus Managed Services has worked on countless micro-projects with APCO’s Salesforce instance and supported the day-to-day management of Salesforce with enhancements, updates, and a thorough understanding of APCO’s business model and needs.
Berkadia
Case Study
We helped Berkadia attain fast, successful adoption of Salesforce clouds for nearly 250 users
MidAmerica
Case Study
MidAmerica’s external system got in the way of managing leads in a pipeline. We were able to come in and build a custom process for opportunity management, leveraging validation rules and workflows
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Digital Process Automation For Claims And Underwriting
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Digital Process Automation For Claims And Underwriting
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Salesforce for Financial Services
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Salesforce for Financial Services
4 lessons financial services can take from tech leaders
Decision-makers in the financial services industry can take several cues from the prominent success stories of the tech industry.
Financial services guide to the Salesforce Summer ‘22 Release
The financial services guide includes a look at guided discovery questions, Slack integration, and enhancements to Financial Services Cloud.
3 ways insurance CIOs can lead digital innovation
CIOs in the insurance industry can become true leaders of digital innovation by following our three industry-specific strategies.
5 secrets to success for financial services reps
We have five secrets to success with Service Cloud that every financial service rep will be thanking their lucky stars for.
Compliance You Can Count On
Data security, regulatory compliance, and sensitive information around every corner. Salesforce is pre-built to handle it all.
Compliance You Can Count On
Data security, regulatory compliance, and sensitive information around every corner. Salesforce is pre-built to handle it all.
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Call Center Digitization
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Call Center Digitization
Customer Experience with Financial Services Cloud
With an implementation partner, you can take your Salesforce instance to the next level by streamlining processes and providing your customers with the personal, fast engagement they’ve come to expect.
Ways DevSecOps is keeping SaaS safe for customers
When companies reach out for digital transformation with DevSecOps, companies can feel better knowing security measures have been integrated.
4 ways Salesforce helps financial services do more
Let’s introduce some basic features of Salesforce and how they help overcome four difficulties faced by those in financial services.
Sales-to-Revenue: Is it time to check your pipes?
Automating your sales team is a great place to start. Here are three ways CRM software can enhance the customer experience.