Keep track of all your prospects, opportunities, and clients with Salesforce for Financial Services. Offering you a complete 360-degree view of relationships with intermediaries and clients. See the latest updates on key new business proposals and contracts or remind yourself of your last meeting with top clients.
Salesforce for Financial Services enables supercharged advisor productivity. Combined with Comnexa’s implementation and expert strategy advisory, you can reduce administrative burden and allow your teams more time to focus on client needs. On average organisations benefit from a 25% increase in revenue, thanks to the efficiencies delivered by Salesforce.
Salesforce for Financial Services gives you even more insight into the value of your relationships. With Comnexa’s reverse funnel pipeline implementation, you can track the value of business you refer to your partners and intermediaries, as well as the value of business referred back to you. Discover the true value of your relationships and identify your most valuable partners and intermediaries.
“With Salesforce we can track any inbound enquires, but also track any outbound referrals that we make with our partners and this enables us to build better relationships with our partners.”
- Ping Ho, Digital Manager JTC PLC
Track the source of new business and leads from the very beginning. Whether at an event, online, or as a referral. Track and measure the effectiveness of business development activity, across multiple channels by automatically attributing accurate return-on-investment.
Chose to invest more in events or change direction with a greater emphasis on partner referrals. Make Marketing & Business Development planning more efficient with access to the right information in an instant, from any device.
“My experience with Comnexa has been exceptional. Their service, responsiveness, delivery of requirements, value for money and support has been outstanding.”
- Stevie Christian, Head of Integrations, Equiom Group
Schedule meetings between teams and clients intelligently, with automatic access between Salesforce and your corporate calendar. Plus, Salesforce will present an overview of key information ahead of time so you can get straight to the latest business without trawling through your inbox in advance.
See how JTC introduced Salesforce as their system of choice, and the benefits this provided.
Financial Services Cloud (FSC) is the most suited Salesforce Cloud product for the Financial Services industry. FSC is a managed package that extends and enhances the functionality of Salesforce's core CRM products - Sales Cloud and Service Cloud - to better meet the needs of wealth management firms, insurance companies and banks. Financial advisors and wealth managers can take advantage of FSC to have a holistic view of their clients and adapt their sales strategy to best serve them.
With FSC wealth and asset managers can strengthen client relationships by delivering faster, more personalised financial advice. With a 360-degree view of goals, accounts, investments, and more, they can proactively reach out to clients when opportunities arise and stay one step ahead of their expectations.
Comnexa works with a number of clients in the financial services industry and specifically with offshore fund, trust, wealth and asset managers. The demonstration below was prepared with an offshore wealth manager in mind.
Integrate Salesforce with your existing systems thanks to open APIs and access to a catalogue of added features through the Salesforce AppExchange. Comnexa can seamlessly link Salesforce to the systems that already work for your business and your advisors.
Contact Comnexa’s Team of specialists today to discover how we can save your business time and money, while also enabling you to find, win, and keep more clients than ever before.
We'll call you back using your details on the form below, or, call us today on 020 3370 2843 (UK) or 01534 629998 (Channel Islands).
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