Building Trust & Transforming Financial Businesses with Salesforce

With Salesforce, make faster and wiser decisions for your business. Our experts can help you with a single and flexible platform designed to meet business needs in a customer-centric approach.

Financial Industry Needs Smart Decision, and Salesforce Can Make It Happen...

SP Tech can help you stay ahead of the competition with the relevant, growth-driven, and customer-centric approaches by customizing Salesforce Financial Cloud features. You can count on us for services that can help your business process irrespective of your size, scale, and type in the Financial Industry.  

You Can Build A Customer Journey Which Wins Heart and Generates Revenues...

Everything at one place

Everything at-one-place

With a 360-degree view of all the information around your customers, you can leverage the information for the best results.

With such handy information, it becomes effortless to offer solutions they look for to achieve their financial goals. Not just that, you get all the information handy irrespective of the location, channels or devices you use with Financial Service Cloud

Develop Lasting relationships

When you are proactive, you can win customers and their hearts to have long-lasting associations.

Bird-eye view of goals, policies, investment portfolio, life events or accounts makes it possible for you to stay in touch with your customers in every aspect. You can be the hero with solutions that help your customers meet their goals.
Develop Lasting Relationship
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Gain more value in a shorter span

With the out-of-the-box and customized features, you can build processes and utilize the analytics for the best of your business.

We can help you stay ahead of the competition with the help of pertinent and the latest information. Your brand can surely make more meaning to the people when you offer them a seamless process for their financial needs.

Financial Service Solutions is our Forte!

Your needs can be different as we have a unique solution for your business! Wondering how. Our process and our experts have a custom solution for you, in case you are anyone of these:

Corporate and Investment Banking

Built-in Compliance, better insights of clients, and much more helps you win leads, thrive in enduring relationships, collaborate better, to develop a bond with your clients. Be it bankers, analysts or managers, special features can help make the workflows easier for them. They can collaborate, ensuring secure access to the data while leveraging it for the organization’s good.

Retail and Commercial Banking

Provide a good, secure and credible banking experience to your customers. Do not just be there for your customers’ critical needs but be a retail or commercial bank that performs best while focusing on the financial wellness of their customers. Your employees can serve the best with a solution that lets them be flexible across channels. Salesforce enables you to offer this!


Customer satisfaction is what Salesforce Financial Service Cloud can promise you for Insurance services. Omni-channel engagement, automated and innovative processes can surely add meaning to the overall strategy and add promising insurance experiences for your clients. With this single solution, you can offer safe transactions, adjust claims effortlessly and manage quotes & issues policies in a go.

Wealth and Asset Management

Proactive advice aligned with the client’s goal will keep you ahead and help you serve the customer base with a customer-centric approach. You can do better planning, strategize based on futuristic goals and offer comprehensive support through just one comprehensive platform. Services delivery becomes efficient as there are no boundaries of place, time or device with Salesforce.

Mortgage and Lending

From streamlining the loan application process to monitoring every crucial financial decision, you can trust our team to offer you a solution that defines your business goals. You can now lend with confidence and trust. With a professional and seamless process, you can have ever-lasting relationships. Get a holistic view of the financial details of clients with us.

Our Work Methodology is not Unique; we just do things differently!

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When you choose us, you choose Excellence!

We are not different; we just do things differently…
choose Excellence!

Our Cost-effective solutions make us stand-out and we ensure Value at every step with:

Do you wish to offer patient-centric solutions with increased ROI?

See what our clients have to say!

Stay up-to-date with the latest Financial Services with our blogs

Some of the commonly asked questions are answered here to make it easy for you to find suitable solutions for your business.

Let us explore them and see if you can benefit and add to your ROI with the topmost CRM and its top-notch features.

Financial Services Cloud is an integrated platform for strengthening relations with customers. Powered by Lightning, Financial Services Cloud offers personalized, proactive solutions, which help streamline the business process of financial institutes and generate ROI.

The Financial Services Cloud allows financial services companies to unite their customers’ experience across channels, geographies, and business lines without any limitations.

Financial Service Cloud offers numerous benefits to various types of service providers. When it comes to Wealth Management, the list is long. However, we have talked about some of them: 

  • Get personalized interactions with your client’s profile
  • You get productivity tools
  • There are easy to use partnered apps
  • You can offer anytime, any device solutions and many more…

Financial Service Cloud offers numerous benefits to various types of service providers. When it comes to Retail, Commercial, Corporate or Investment Banking, the list is extensive. However, we have talked about some of them. Let us have a look at these:

  1. Salesforce lets bankers connect with their customers in the most insightful, customer-centric manner to offer them a buyer journey and customer services they desire for.
  2. Online Banking becomes so effortless and customized that it feels like real-time offline banking, when you meet your banker in-person.
  3. You can access data and provide solutions from any device.
  4. Not just with customers, you can have better relationships with brokers also. Mortgage processes become simplified where you can access all the information centrally.
  5. Offer the fastest services to your customers from the comfort of your home.
  6. Customer Intelligence helps in offering smarter services to your premium customers.
  7. Take immediate actions from AI powered insights and pre-built analytics specifically for banking services.
  8. Offer predictable financial solutions to your customers and comprehensive solutions meeting their financial needs.
  9. Get a complete view of the personal and business details of customers to offer them desired solutions along with streamlined processes and much more…

Financial Service Cloud offers uncountable benefits to various types of service providers. When it comes to Insurance, the benefits list is long. However, we have talked about some of them. Let us have a look at these:

  1. You get high-end tools to help you offer personalized communication across various devices, effortless communication on social feeds, hassle-free service request process, better opportunities and much more.
  2. A comprehensive view of all the service requests received from all the channels such as emails, social media, call centers etc. at one place makes it easier and more effective to handle them.
  3. Get smart alerts reminders of the life events of your customers in order to engage in a rewarding manner with them. This helps in building meaningful relationships.

  1. SOS video calls, chats can be done with any device which makes sure that the best services can be offered to your valuable customers. Along with that, tracking claims and self-service capabilities becomes easier.

There are many more benefits which you get in Insurance when you choose Salesforce Financial Service Cloud. 

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