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