Our Services

Salesforce Financial Service Cloud Consultants

Hire qualified financial services to cloud experts to strengthen your financial ties through preferred channels and to improve your client experience with us. Change the future in wealth management today by utilizing our Salesforce Financial Services Cloud solutions.

Salesforce Financial Service Cloud Feature We Implement
1. User-friendly Dashboard

The financial services cloud platform enables you to communicate with your clients at any time and on any device. You may use mobile applications to access the whole financial services cloud. It has a mobile-friendly and entertaining interface that provides real-time information on your mobile device. Furthermore, it enables you to address all of your clients' queries straight from your mobile device.

2. Action Plan

The action plan enables financial experts to successfully cooperate with the whole team and departments. This tool assists finserv professionals in tracking progress and ensuring compliance. It improves cross-departmental collaboration using an innovative digital strategy. We also assist you in implementing best-in-class cloud salesforce financial services solutions that provide a frictionless customer experience. Our expert personnel will ensure that the installation is done precisely to meet your company's needs.

3. Einstein Analytics

Einstein analytics focuses on next-gen data integrations, dashboards, development wizards, and rich datasets that help retail and banking professionals to make industry-specific analytics accurately and within the period. Our Financial Cloud Support professionals can answer customer queries with Einstein Analytics by redirecting the more complex queries to the right reps- at the right time. We deliver improved banking services with no need for clients to repeat the same information.

4. Salesforce Surveys

This feature allows you to comprehend and learn about your branded clients' interactions with your offerings. It allows you to design customized surveys that you can distribute to prospective clients to get feedback on your services or solutions. Our services can quickly build branded surveys for client profiles collated as reports and dashboards. Allow the relationship managers to realign their services with improved brand loyalty and better customer experiences with personalized surveys.

5. Lighting Scheduler

Customers and financial advisers may plan meetings which is one of the most innovative and powerful aspects of the Salesforce financial services cloud. Personnel can book appointments with their respective clients, and customers can use their mobile app and website to schedule meetings with preferred financial professionals. Our expert Financial Cloud Specialists can quickly schedule customer appointments with a multi-resource scheduler of Resource Lightning Scheduler. Book multiple appointments within the same time slot with concurrent scheduling.

6. Dynamic Dashboard

The financial services cloud platform lets you connect with your clients anytime and anywhere on any device. You can access the entire financial services cloud in mobile-ready applications. It has a mobile-friendly and engaging dashboard that will offer real-time details on your mobile device. Moreover, it also allows you to answer all your client's questions directly from your mobile device.

Salesforce Financial Service Cloud Benefits
Better Lead Conversion
Improved Sales Revenue
Enhanced Customer Retention
Increased Productivity
Faster Case Resolution
Our Salesforce Financial Service Cloud Services
With extensive expertise in CRM solutions, we are professionals in configuring and customizing the financial services cloud platform to meet your specific company needs. Based on your requirements, we will add features and functions that will strengthen your business process and create value.

We can provide you with the best support and maintenance services available. We will provide you with 24/7 salesforce CRM help, whether it is troubleshooting, user management, data assistance, system evolution, or salesforce maintenance.

  • More personalized customer experience
  • Improved productivity and ROI
  • Smart business decisions
  • Enhanced user engagement
We provide superior financial services solutions to companies and organizations through a team of trained Salesforce experts. Our devoted professional financial services advisors can assist you every step of the way, to meet your company goals.

  • Save time for your customers with financial data in a single place with effective customer engagement.
  • Improve customer experience by connecting everything around the customer with an increase in client satisfaction with the client and household profiles, visual relationship maps, etc.
  • Deliver personalized advice across a range of channels and devices for seamless collaboration across the advisory team.
  • Improve the productivity of advisors with instant access to client data and proactive engagement cards and client dashboards.
  • Work seamlessly with Einstein Lead Scoring for conversions of the referrals of your business.
Salesforce Products We Implement
DianApps Salesforce experts are ready to guide and assist you in implementing:
Sales Cloud
Service Cloud
Marketing Cloud
Community Cloud
Financial Service Cloud
Nonprofit Cloud
Salesforce CPQ
Salesforce Chatter
What Makes DianApps
The Best Salesforce Financial Service Cloud Partner?
"Work speaks louder than words," as the saying goes, and our work portfolio exemplifies this perfectly. Still, if you're seeking reasons to choose us as your Salesforce financial services cloud partner, we've got you covered. We are the best because"-
  • Expertise in various Salesforce products and industry verticals
  • A dedicated team of certified Salesforce consultants
  • Flexibility
  • Agile Scrum Methodology
  • 100% customer satisfaction
  • Finest services with on-time deliveries
  • Scalable business solutions
  • Perfection in integrating Offshore models
  • Efficiency and Automation
Our Top-Notch Custom Solutions & Services
Third-party Integrations
Hybrid/Native Mobile Apps
Fully Branded Communities
Data Transformation
Custom Apps
Workflows & Approvals
Secured Web Services
Custom Heroku Apps
Lighting Components
IoT Implementation
Visualforce Development
CPQ Implementation

Our Blogs

See all
Time for Update: iOS 15 Update has finally arrived!
Time for Update: iOS 15 Update has finally arrived!

The new power-packed iOS 15 Update is finally out in the market and we cannot wait to share what it has to offer.

Read More
The 2021 Harsh Reality of Website Hacking & Security
The 2021 Harsh Reality of Website Hacking & Security

Many brands/businesses tell their customers that their websites are completely secure and unhackable.

Read More
How to Optimize Your Website for Voice Search?
How to Optimize Your Website for Voice Search?

What started off an in-trend is soon becoming one of the only ways users would look for information on the internet.

Read More
8 Big 2021 Digital Marketing Trends You Need to Know
8 Big 2021 Digital Marketing Trends You Need to Know

There might be a million ways to reach out to the target audience but digital marketing is considered to be one....

Read More
Famous UX Design
Famous UX Design Trends That Never Go out of Trend

UX design refers to the term “user experience design”. A user’s experience of a mobile app is determined by the way they interact with it.

Read More

FAQ' s

  • What is Salesforce Financial Services Cloud?

    Salesforce financial services cloud is an integrated platform designed to build and establish strong financial relationships with customers and partners. This platform lets financial advisors offer enhanced financial services with a more personalized touch.

  • Who can use Salesforce Financial Services Cloud?

    The financial services cloud can be widely used by organizations having high-touch relationship models, including banking and lending organizations, insurance companies, capital markets, wealth management firms, and others.

  • How can the Financial Service Cloud help my business to grow?

    Salesforce financial services cloud helps you with detailed insights into your business and its prospective clients. It will help you to know more about your clients rather than just getting their investment strategies.

  • How can you help us to implement the Salesforce Financial Services Cloud in our business?

    We have a team of certified Salesforce consultants and Salesforce developers who have in-depth knowledge and hands-on experience in implementing and integrating financial services cloud solutions into existing business systems.

  • How much does it cost to implement Salesforce Financial Services Cloud?

    The cost will depend upon your business requirements. To know more about it in detail, feel free to connect with our salesforce consultants. Give us a call or drop an email and get a quick response from our experts.