Financial service partners are not hard to come by. Personal relationships are key to maintaining a competitive edge and growing your business. How does Salesforce fit in?

Salesforce’s focus on the banking industry has resulted in innovative solutions that meet the specific needs of each firm. What results can you expect from these solutions? Stronger customer relationships and business growth. Salesforce Financial Services Cloud enables every advisor to have a 360-degree view of their client as well as the ability to use powerful analytics tools. No matter your size, your team of advisors can deliver intelligent, customized, and proactive advice.

In a rapidly evolving digital landscape, our teams understand the methods and routes to align people, your Salesforce installation and workflow to chart against your strategic initiatives.

WORKING WITH US

Just as important as the right solution, is choosing the right partner.

CNL brings a methodology which provides a faster time to value for our clients and offers functionality such as pre-built automation/business processes, enhanced access to data, updates to certain objects, and more.

With CNL’s leadership, we now have more efficient campaign management for the marketing team, a streamlined event and task management system, and improved account management overall.”

– B. Comley, CIO

“Working with CNL brought a new voice into internal conversations around transformational change and provided needed perspective to stakeholders resistant to system and process changes. In addition to Salesforce CPQ and PRM, we now utilize Sales Cloud and Service Cloud to manage our sales cycle, support cases, and customer data.”

– E. Goodrich, IT Director

HOW SALESFORCE FINANCIAL SERVICES CLOUD CAN HELP YOUR ORGANIZATION GROW CLIENT RELATIONSHIPS

New growth in client relationships means new growth in the success of your business. Salesforce FSC was specifically designed to give your advisory team more time to focus on the heart of their business – serving clients’ needs and fostering relationships.

Relationships will be as critical now as ever. Map client relationship networks across your business and empower advisors with an extraordinary network of new growth opportunities.

INCREASE PRODUCTIVITY.

There has never been a better time to work smarter, not harder. With Salesforce, you gain new capabilities to manage multiple clients while keeping track of their financial goals and life events. You can efficiently provide personalized insights and advice that will keep your business moving and growing with loyal clients.

INTEGRATE WITH APPLICATIONS THAT MEET UNIQUE REQUIREMENTS.

CNL can integrate with third party applications to bring in the financial account data on a scheduled basis. While many of these applications are pre- built to integrate with FSC, we have also built custom integrations  to support the unique requirements of the client.

There are several third-party applications, such as form generation systems and enhanced workflow applications that support the day to day needs of the FSC users. At CNL, we work with our clients to understand their current environment as well as their business and technology requirements before recommending platforms.

Get a personal consultation.

We deliver the edge that financial services companies seek!

Experience the CNL Difference
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