Salesforce Financial Services Cloud

Do lack of automation and complex processes let your clients and advisors down?

Launched in 2015, Financial Services Cloud is built entirely on Salesforce Customer 360, on top of Sales Cloud and Service Cloud.

It is designed to drive stronger client relationships in financial services. Through a series of out-of-the-box pre-built productivity and engagement features, advisors can spend less time gathering client information and more time doing what they do best — providing holistic, goal-based advice that puts their clients at the heart of everything they do.

How we can support you

makepositive works with wealth and asset managers, and banking and insurance clients to customise and optimise workflows, journeys and page layouts to help users work more efficiently.

1.Bring together all your siloed data, often in legacy banking or insurance platforms, into one single customer view, giving not just your advisors a more effective and simplified working experience but also the customers a more seamless, consistent experience.

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

3.Achieve hyper-personalisation to resonate with every individual on a 1-to-1 basis and intelligently qualify potential clients.

4.Through profiling and automation, we help tailor portfolios to clients’ needs and help advisors close deals faster by reducing the time spent on admin tasks.

360-degree customer view

360-degree customer view

For one of the country’s leading investment platforms, we built the platform within which all customers and advisors are onboarded and serviced. Integration with internal platforms gives this client a full 360-degree view of every customer.

Streamlining broker activity

Streamlining broker activity

For a mid-sized mortgage company, over a three-month period, we delivered a portal for all broker interactions for a new mortgage offering. This not only streamlined the interactions between our client and its brokers but gave brokers unique value points of doing business with our client, including tracking applications and visualising commissions.

Single pane of glass

Single pane of glass

For a medium-sized life insurance and pensions company, we brought together all interactions for distributors, firms and individual advisers into one pane of glass as well as integrating the core policy administration system for all customers and policies. We built the insurance industry's first digital broker proposition from onboarding to application submission, management and the provision of real time management information (MI).

Not every industry is the same Nor is every challenge. We have organised our teams around specific industries, so we can offer the insight and understanding that our customers deserve.

Financial Services
We 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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Insurance
We help leaders in the non-life Insurance industry to embrace digital, deliver new value and improve customer success metrics, by enabling access to one centralised place for effectively managing all customer data and interactions.
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14+ years

14+ years

Dedicated Salesforce Partners

We are the longest standing, most certified Salesforce consultancy in the UK.

600+ certifications

600+ certifications

Invested in Salesforce and every customer

Our experts hold over 600 Salesforce certifications and eons of combined experience.

400+ customers

400+ customers

Customer success is our heartbeat

Over the years we have delivered projects that helped more than 400 customers achieve their objectives.

salesforce logo width= Salesforce Partner Since 2008