Industries
Financial services
The world of financial services has completely changed over the past 10 years. In the post financial crises world and era of Covid-19, customers expect a complete digital experience from all financial services. Whether it’s accessing loans or insurance products from your phone or speaking to a financial adviser on Zoom, the key theme is delivering a connected digital experience across the board.

Solution Specialities
- Client Onboarding
- Lead and Referral Management
- Account and Portfolio Management
- Lending Submission & Approval
- Underwriting Process
- Automation Customer
- Service Solutions
- Marketing Automation
Cloud Specialities
- Financial Services
- Sales Cloud
- Pardot
- Communities
Focus Area
- Wealth Management
- Lending
- Insurance
- Fintech