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Financial Services & FinTech

Digital Transformation for Finance Industry - Both Back-End & Customer-Facing Processes - Making it Faster, Safer, Responsive, Relevant

With the onslaught of innovation – expansion of big data, social media, and new technologies – people have become accustomed to rapid, personalized experiences. Over time, financial services industry has shaken up its processes and services to adapt and evolve.

From wealth management to banking to investing, our solutions will help you gain a deeper understanding of your clients and your business. With your customers’ best interests at heart, we provide customized solutions to optimise your digital processes and help you grow on the Salesforce platform.

We provide a partnership that will equip you with all the technical tools needed to handle the highly sensitive, financial data to uncover audience insights and provide an unparallel experience for your customers.


Better Administration Systems & Claims

Having a full and clear digital overview of all their data is essential for Insurance companies, who often have to analyse and interpret decades’ worth of information. When it comes to underwriting, policy pricing, quoting and claim management, powerful data management solutions offer a huge advantage. With real experience in this domain, we are an ideal match.

Better Agent Onboarding & Retention

For the insurance agents, the organizations need to provide an efficient onboarding and engagement experience. We ensure that not just your agents get appointed faster, we also ensure they can start selling faster.

Improved Policyholder Experience

Insurance companies make constant effort to meet increasing customer expectations. We ensure all your data is integrated and flows seamlessly improving the customer journey from quote to policy administration to claims management.


Improving Employee-Customer Relationships

We set up the right tools and solutions in place to allow your employees to handle data, analyze trends and practice deep customer commitment. The customers thus enjoy the feeling that they are more than numbers to the bank.

Winning Customer Trust

Banking brands need to put out all the stops to prove that users can trust them with their money. We streamline processes equipping your frontline staff to have insight into customers’ history and activity, thus having a delightful communication with them.

Regulatory Compliance

We work with you to iron out all complex processes and automate operations to save your employees’ time and effort when they deal with the customers.


Never Risk Missing Critical Information

From online transactions to stock investments and more, FinTech industry deals with a plethora of complex processes. We ensure you always have the data needed to manage these processes proactively.

Process Automation

The industry is highly transactional in nature. With Salesforce, we support your financial operations, making them convenient and more accessible while giving your customers an omni-channel experience.


With Salesforce, you will never have to worry about your team’s performance, sales forecasts, data security, amongst other challenges. We make sure your business is on the right track and adjust the course based on the actionable data.


The Fintech industry is dynamic and relies on innovation. It is important to identify the gaps timely and implement the solutions that work. Having a comprehensive and intuitive understanding of the domain, we enable you to spend less time gathering or interpreting the data and more time using it.

Wealth Management

Boost Productivity of Advisors

Clients have expectations. We design solutions to give your team a holistic view of all clients’ profiles and assets, and enable them to build authentic relationships with the clientsin both face-to-face and self-service interactions.

Enhanced Customer Experience

With access to easy-to-use digital offerings, real-time collaboration, automated workflows, knowledge of client’s history and portfolio, and robust insights, your advisors can drive deeper conversations, nurture client relationships and ensure they stay happy.

Grow Client Relationship

When you offer customized, contextual advice, provide tailored investment advisory solutions, anticipate needs and give recommendations, and track financial goals and life eventsyour customers will cherish your firm. We enable you to do all this and more across all channels.

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