Salesforce Financial Services Cloud consulting helps financial organizations build CRM systems around real banking, insurance, lending, wealth management, and fintech needs. VALiNTRY360 configures Financial Services Cloud to support client relationships,...
More
Salesforce Financial Services Cloud consulting helps financial organizations build CRM systems around real banking, insurance, lending, wealth management, and fintech needs. VALiNTRY360 configures Financial Services Cloud to support client relationships, household views, financial accounts, advisory work, and regulated service processes. Its consulting also covers KYC and AML workflows, data migration, system integration, security controls, and user adoption.
The service can connect Salesforce with core banking, lending, claims, policy, ERP, and reporting systems. This can reduce duplicate data entry and improve access to client information across teams. VALiNTRY360 also provides role-based training, sandbox testing, go-live support, and managed services after launch. The aim is to give finance teams a Salesforce setup that reflects their actual workflows, compliance needs, and client service processes while supporting clearer reporting and daily operations.
For more info please
Less
