Salesforce for Finances and Insurance
Salesforce is a platform that offers a set of integrated tools designed for financial institutions.
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Salesforce capabilities
for Finances & Insurance
01
Offers
Salesforce enables the seamless creation of offers, ensuring accurate valuation and a clear scope of the proposed insurance type. Through dynamic features and data integration, insurers can personalize their offerings, enhancing customer engagement and satisfaction while optimizing their operations.
02
Processes
Whether managing property and life insurance or specialized categories like motor, industry, and professional risks, Salesforce provides a unified platform for streamlined operations. Insurance providers can navigate complex processes with ease, offering a comprehensive solution for the dynamic landscape of the insurance industry.
03
Risks
Capabilities extend to the precise calculation and assessment of risks associated with the scope of insurance. Through advanced analytics and data integration, insurers can leverage Salesforce to evaluate and quantify risks systematically. This comprehensive approach empowers them to make informed decisions, ensuring accurate risk assessments tailored to the specific scope of coverage.
04
Multichannel
Insurers can leverage Salesforce capabilities to bridge the gap between traditional and digital channels, fostering a cohesive customer experience. The platform’s robust data exchange features empower insurers to adapt and thrive in an omnichannel landscape, enhancing customer engagement and operational efficiency in the insurance sector.
05
Marketing
consents
Streamlining the procedure for obtaining marketing consent by providing insurance companies with a platform for ethically acquiring and storing client information. Salesforce’s capabilities empower insurers to navigate this critical aspect of data acquisition, supporting accurate valuation processes and reinforcing trust in customer relationships.
06
Obtaining
data
Through seamless data exchange, insurance companies ensure that they have the necessary information to make informed decisions about property coverage. Salesforce plays a crucial role in optimizing the data acquisition process and enhancing the accuracy of property valuation.
07
Contracts
Salesforce revolutionizes the insurance industry by facilitating diverse methods of concluding contracts, including online and remote options. Users gain transparent insights into the scope of their contracts, fostering a clearer understanding of their coverage. Additionally, the platform’s automation capabilities extend to the automatic management of contract renewals and payments.
08
New
customers
The insurance industry benefits from the seamless integration of information about prospective clients in Salesforce, transforming the process of acquiring new clients. The platform’s unified approach allows insurers to efficiently gather and consolidate data, providing a holistic view of each customer’s journey.
09
Cooperation
Salesforce facilitates seamless collaboration within the insurance industry by enabling insurers, agents, multiagencies, and other intermediaries to consistently have access to up-to-date information about the scope of concluded contracts and their respective authorities.
10
Customer
support
Salesforce redefines customer support in the insurance industry by offering a versatile platform for advisory, liquidation, and other forms of customer support. This approach helps insurers provide better service and build stronger relationships with policyholders.
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What can we do for you?
01 Financial Services
The platform offered by Salesforce caters to the numerous requirements of the sector. Mortgage and lending providers, retail and commercial banks, community banks, and corporate and investment banks, as well as credit unions, are all able to offer their financial services on this platform.
With a 360-degree view, you can streamline customer interactions and enhance their experience. Automation tools and self-service simplify operations and improve customer service. Solutions for back-office business functions facilitate the performance of your contact center, data, and digital channels, ensuring the right agent at the right time.
02 Leasing Providers
Track prospects and leads, manage your advisors and agents, and simplify sales and customer support processes with Salesforce. The integration capabilities extend to banking systems and internal programs, supporting leasing procedures.
The platform helps with electronic contracts, repayment plans, and other tools that help both clients and their agents. Customer portals facilitate the management of customers’ contracts and enable them to manage their activities, and access payment plans. They provide clients with a simple way to check and initiate actions.
03 Insurance Brokers
Use Salesforce technology to make insurance companies better at predicting risks, setting prices, and coming up with innovations. Data-driven automation can streamline operations, and expedite claims, billing, risk analytics, and propensity. Salesforce can be used to provide quotes, issue guidelines, handle service inquiries, and resolve disputes with ease.
04 Investment Funds
Salesforce serves as a vital tool for investment funds. Private equity and venture investors benefit from knowing exactly who their customers are, making it easier to manage deals and investments, and using AI-powered tools to predict how customers behave.
Investment bankers find ease in tracking details across the entire investment cycle. Salesforce gives them tools to analyze deal stages, identify investment opportunities, and gauge customer engagement through comprehensive dashboards.
05 Lending Business
CRM system enables lenders to tailor loan deals and recommendations, taking advantage of a complete 360-degree snapshot of customer interactions. This approach ensures consistency and informed decision-making from lenders. Borrowers receive a more personalized proposal, while lenders achieve effective engagement with them.
06 Banking Sector
Salesforce makes it easy for customers to apply for loans. It provides them with a step-by-step approach and outlines the necessary data to gather during the application process.
Banking institutions can tailor their services and marketing strategies to meet the needs of each customer. The automation and digitization of the onboarding process, which replaces manual document collection and verification, enhances efficiency and expedites the overall customer experience.
