Financial Service Cloud

Salesforce Financial Service Cloud

Get 360-degree visibility into your clients' financial profiles across industries ranging from wealth management to retail banking through Salesforce financial service cloud implementation with the assistance of Oaktree software this allows you to place the customer at the center of every interaction that results in making your business more connected and interactive.

Shield your business data and perform Smooth Financial Operations through

Salesforce Financial Services Cloud (FSC) is the all-in-one platform shaped for your financial services team. It is a platform that has been demonstrated to provide real-time access to critical data, visibility into unique customer journeys, and meaningful insights at every stage of the customer lifecycle.

Furthermore, it facilitates visible and repeatable collaboration across the entire firm. It maintains a record of client communications and relationships and creates consistent onboarding jobs to ensure that clients' best interests are always at the forefront of each interaction.

5+

of Business Uplifting Experience

200+

Cheerful Clients

150+

Passionate and Zealous Team

50%

Senior and Experienced Crew

Our Salesforce Financial Service Cloud specialization tailored for your industry

Client segmentation

As your business deal with different clients from different niche, you will need to plan and meet with them so that communication is smooth, as you will know everything relevant to the needs of specific clients. Oaktree software will help you divide your book of business into smaller parts based on what you want to see right now by utilizing the robust filter potentials.

Lightning Scheduler

It provides convenience for relationship managers and clients to easily book appointments that are inserted into Salesforce workflows. Additionally, customer relationship administrators will be permitted to review appointment catalogs in order to provide a more comprehensive path to delivering a fulfilled banking experience in the future.

Mobile-Friendly dashboards

You have the opportunity to interact with your clients remotely at any time and on any smart device. Oaktree examines the requirements of maintaining a mobile-friendly dashboard and the same level of strength as you.

As a result, we will incorporate the full power of Salesforce Financial Service Cloud into a mobile-ready app. This will provide you with all of the information you require right on your mobile device. Furthermore, the information is updated in real-time across all channels, ensuring that you get everything without missing a beat. Along with all of this, you can answer client concerns directly from your mobile device.

Client Data Access

We, at Oaktree software, unleash you with incredible data about your prospects and customers from main banking systems, policy systems, customer management systems, the data that is important to them, the that they publicly share, things about their lives, and more. All of this information will help you gain a complete understanding of their preferences and, as a result, will make it easier for you to interact with them. This will undoubtedly make them realize how important they are to you.

Commercial Banking Application

This feature enables agents to gain a centralized view of their customers' financial and business reports, allowing them to target a seamless relationship with the clients. On the new index pages, business and commercial bankers get a bird's-eye view of their records, accounts, and opportunities.

Einstein analytics

Einstein Analytics for Salesforce Financial Services Cloud combines next-generation data integrations, rapid start development wizards, dashboards, and enriched datasets to provide a wealth of industry-specific analytics for retail and business banking.

Reports Management

This tool is not only for advisors but also for managers. You can get information on your mobile device, view your dashboards, and find all of the important performance indicators you'll need to manage your pipeline reports, opportunities, business, and advisor productivity.

Action plans

Finserv professionals can use action plans to connect across departments automatically and on time. Through this, a team can automatically get assigned to task owners and deadlines for specific client engagements. With Action Plans, we can easily create dashboards and reports to track progress and ensure compliance.

New Lightning-enabled solutions

As a result of siloed data systems, our certified Financial Service Cloud expert can access a fragmented view of the customers. Finance Service Cloud's updated and new features provide a 360-degree view of customers, allowing businesses to provide superior and personalized customer experiences throughout the customer lifecycle.

Campaign Tools

Our team of certified Salesforce experts will divide your clients based on their interests throughout the reports. This will be beneficial to you because we have the capability of organizing exceptional events for you that will result in more identical clients coming in as well as an excellent ROI. We will plan the events for you and assist you in sending personalized emails to your customers.

Engagement Dashboards

Through this functionality, our team will bring out all your engagement within your organization and with your clients. Here you will be able to find all of the opportunities to have one to one interaction with your clients; you will be aware of when to meet, for what cause, and will have essential information such as the list of clients you haven't linked in the last two months, clients nearing retirement, their birthdays, and more.

Salesforce Surveys

It enables you to quickly create customized and branded surveys for your clients that can be viewed in the client's profile and accumulated as reports and dashboards that can be shared internally as customer feedback all through Salesforce Financial Services Cloud.

Monitor Business Book

Using Financial Cloud services, you can view all of the details on your dashboard in real-time. Oaktree provides you with depth-level insights to help you determine the next best step. This is relevant not only to managing a book of business but also to strengthening your relationship with clients.

What advantage would your team achieve from the financial service cloud?

Insurance Agents

When it comes to connecting with customers, the best agents are those who perform the best. It has never been easier to engage policyholders proactively during critical life events, such as home buying or retirement planning, thanks to 1-to-1 journeys. In this section, you will learn how insurance professionals can use such engagement opportunities to gain their customers' trust and long-term loyalty.

Business Case Consulting Services

Wealth advisors

It ensures that all financial targets are accomplished. Handling complicated investment portfolios while maintaining strong bonds with each client is not easy. However, it may be with solutions that drastically reduce administrative tasks and allow advisors to provide more personalized, intelligent advice.

Service Implementation Consulting

IT Executives

It provides increased peace of mind and value. It also drives overall productivity and satisfaction, and it includes enterprise-secure apps that enable advisors to engage with clients on any device. Furthermore, it propels the apps forward with our scalable platform, robust ecosystem, and integrated data services. Furthermore, with Salesforce Shield, IT teams can increase the security of customer data and provide auditable interactions across multiple channels.

Salesforce Migration Consulting

Bankers

It aids in delivering unforgettable experiences that, in addition not only target increasing customer satisfaction but also increase wallet share by seamlessly connecting all communication channels and business lines. Here you will learn how Financial Services Cloud assists premier, retail, and business banks in digitally transforming their engagements in order to become the bank that customers value.

campaign management

Service Operations

It contributes to providing the best service possible. Service operations can make or break retention, which is why we design it so that agents can come up with information faster and locate customer needs on their terms, all across any channel and on any device. You will learn about all of the paths that Financial Services Cloud takes to help service teams provide new levels of customized assistance to increase customer satisfaction.

data migrate

Business Executives

It enables in regaining a growth mindset in one's life. Financial Services Cloud facilitates service, sales, and marketing leaders to take action at the point of insight, whether the goal is increased customer satisfaction or greater differentiation. You will learn how to use optics in chief analytics and the capability to quantify business targets to help teams across your organization perform faster and smarter.

community management

Why Oaktree as your ideal Salesforce Financial Service Cloud Partner?

Successful years of experience in the Salesforce Development realm

Delivered 200+ Businesses and users winning complex Salesforce-based products and apps

150+ Certified and Ambitious Salesforce developers have a zeal to make a business from zero to hero

Agile Methodologies allow us for 100% Customer satisfaction

Economical Pricing with high quality and high tech products

Rapid Delivery

Delivering the Salesforce development services globally