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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.