Financial Services

Financial Services organisations have been experiencing an unprecedented rate of change. From the accelerated adoption of digital, to the new technology-enabled services like embedded finance, and the growing ecosystem of FinTechs, continuous transformation keeps redefining the Financial Services landscape.

Incumbents and start ups alike, Financial Services organisations need to ensure they have the necessary flexibility, control, and security to prevail and leverage emerging opportunities.

Sustaining the growth momentum in the Fintech landscape

The Fintech industry has been experiencing an incredible growth trajectory, however the current market climate has caused shift of focus. From innovation and speed to market, the attention is now on profitability and sustainability. Fintechs will need to ensure they can keep increasing share of wallet and market share, while exploring emerging subsectors that are expected to flourish. makepositive’s team of Salesforce experts in Financial Services can help you to:

1.Create frictionless, automated and personalised customer journeys.

2.Share intelligence and enable collaboration with internal and external stakeholders.

3.Leverage data and AI to support effective business and risk management strategies.

4.Develop an agile and scalable infrastructure to facilitate expansion with new products, partnerships or geographies.

Get ready for the digital-first Wealth and Asset Management customer

With an increasing number of customers embracing digital and a younger digital-first demographic of high net worth individuals starting to emerge, wealth and asset management firms are starting to feel the pressure. Legacy systems and manual processes hinder their ability to effectively respond to this drastically changing marketplace, increasing at the same time their exposure to operational and compliance risks. makepositive’s team of Salesforce experts in Wealth and Asset Management can help you to:

1.Achieve a 360-degree view of your customers to uncover new opportunities for growth.

2.Design seamless, personalised customer experiences at every stage of their journey and across every channel.

3.Enhance and automate the entire advisor lifecycle from recruitment to training, remuneration and retention.

4.Use profiling and automation to tailor portfolios to clients’ needs and help advisors close deals faster by reducing the time spend on admin tasks..

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Salesforce solutions for Financial Services

Why makepositive

Customer success is at the heart of what we do and we’re really proud of our consistently high customer satisfaction score (4.9/5), as well as being winners of the Salesforce Partner Award for Innovation not once but twice!

Our specialised Salesforce services help leaders in the Financial Services industry to drive digital transformation, leverage emerging trends and create new revenue streams by adopting a fully integrated, highly scalable infrastructure.

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