Digital finance & insurance
Ready for the future? Digital transformation requires the finance and insurance industry to revolutionize business models.
The financial services and insurance industry is caught between increased regulatory oversight, rising customer needs, and new market entrants. What counts for institutions now is a clear strategy and strict implementation.
Money and insurance have always been sensitive topics. When it comes to one’s own assets or health, one thing counts above all: trust as the foundation for long-term customer loyalty and satisfaction. Secure and smooth handling of sensitive data must be guaranteed. Financial service providers must also protect themselves against cyber threats and ensure complete data security.
Sensitive issues require perfect customer care – for this, your employees need a 360-degree view of each and every customer. Data can be viewed in real time, enabling an immediate response to customer queries. With customized advice and service perfectly tailored to customers and partners, we help you achieve long-term customer loyalty.
Customer-focused into the future: To stand out from the competition and score points with potential customers, you always have to be one step ahead of your competition.
In the financial industry, it is no longer enough to simply offer mobile banking. Customers today expect above all short response times with fast and uncomplicated exchanges as well as communication via new channels. Nevertheless, they do not want to miss out on personal consultations.
The trend toward digitization has also arrived in the insurance industry. Customers want to view their contracts quickly and easily, compare rates and offers. A quick overview of benefits is just as important as making direct contact at the right place. Secure a significant competitive advantage and win new customers more easily.
OUR SOLUTION FOR THE INDUSTRY & YOUR BENEFITS
With digitization for finance & insurance to the wow factor.
360-degree view of your customers
Your employees, insurance brokers and much more can be found on a single platform. everything you need – from contracts to master data to highly sensitive information.
To ensure optimal communication with your customers, we link Salesforce to your backend. We protect the handling of sensitive customer data by means of secure interfaces.
Must-have: security concept
Financial and insurance service providers need to protect themselves against cyber threats. Sensitive data needs extra encryption that will endure continuous synchronization.
Cloud recommendations for finance & insurance.
Regardless of whether you already use Salesforce as a CRM system or want to immerse yourself in the Salesforce world – we offer the right solution for the digitization of the finance and insurance industry. With our expertise and reference projects, we respond directly to the industry-specific challenges and can offer you tailor-made solutions suitable for your company.
REFERENCE CUSTOMERS FROM YOUR INDUSTRY
How Salesfive has already helped other financial and insurance companies.
To ensure the highest level of data security, the data silos were dissolved. The result is a unified database, with high security standards and transparent processes.
- Sales Cloud
Focus on data security and transparency: international multi-cloud implementation allow for smooth processes in a cross-departmental solution.
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Social Studio
OUR SERVICES FOR YOU
Achieve success with our process solutions for finance & insurance.
What do you want to know?
With the Financial Services Cloud, which was specially developed for financial service providers such as banks, and a digitization strategy with Salesforce by Salesfive, you can put your customers at the center of the action. A “Customer Relationship Management System” (CRM system) enables banks and financial service providers, thanks to innovative technologies, to easily adapt work processes, products, services and services to the needs of customers and to increase customer satisfaction. So you can concentrate on the essentials!
With the Financial Services Cloud, which was specially developed for insurance companies, and a digitization strategy with Salesforce by Salesfive, you can put your policyholders at the center of the action. All customer data is centrally available in your “Customer Relationship Management System” (CRM system) in order to enable a personalized service from insurance companies. In this way, you can put individual customer experiences in the foreground and guarantee support that is precisely tailored to your customers and their life situation.
As a cloud-based solution, Salesforce already offers numerous native customization options. As a Salesforce Boutique Partner, we know the industry-specific challenges and can use our expertise in the financial services and insurance industry to adapt your Salesforce system to your needs. We use Salesforce or Custom Development to further develop the system according to your requirements. As a Tableau partner, for example, we use AI-supported tools to provide you with precise recommendations and immediate intervention based on the analytics. The possibilities are endless!
The answer is: of course! To ensure even better communication with your customers and policyholders, we link Salesforce to your backend. We secure the handling of sensitive customer data using secure interfaces. With the help of custom development, we enable secure data exchange between the systems in order to protect sensitive customer data. We let your systems swim in sync!
As a cloud-based CRM solution, Salesforce protects your data with encryption and central storage locations as well as numerous backups and backups right from the start. Thanks to the encryption, the data cannot be accessed and you can work with Salesforce with peace of mind. If you would like additional encryption of your data streams, you can introduce Salesforce Shield. How to protect yourself against all cyber threats!
What we think
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