banner

Powering the new era
of digital finance

Financial Services

With regulatory reform and increasingly disruptive competition rife in the financial industry, delivering seamless digital first experiences has never been more important. Only by escaping the shackles of obsolete legacy IT infrastructure and disconnected mainframe systems will financial institutions realize the full potential of your vast opportunities to grow revenues and delight customers. On the other hand, a failure to modernise IT systems and innovate with speed and scale will inevitably lead to steep decline for banking, insurance and investment companies.

Through a single intelligent cloud platform, you can supersede the nimble Fintech disruptors of today. With CloudSense you can seamlessly meet the ever-changing demands and expectations of customers and regulators. Our Salesforce-native platform digitizes and automates previously painstaking tasks for frictionless end-to-end customer lifecycles – powered by intelligence. Digitize customer services, accelerate go-to-market time with agile commercial innovation and drive new revenue streams through omnichannel selling, service and fulfilment.

Intelligent data-driven product bundling

Increase customer value with upsell and cross-sells

Unleash commercial innovation and maintain a competitive edge with rapid time to market for new products, services, offers and bundles. Drive product innovation and bypass the restrictions of traditional legacy systems with easy to use drag & drop tooling with full audit trail and governance. Maximize customer value with our intelligent guided recommendations engine driven by dynamic rules to upsell and cross-sell tailored banking products and services from any channel. Seamlessly connect back-office ERP systems and 3rd-party applications into the world’s #1 CRM and transform the effectiveness of your existing IT infrastructure.

Key features

  • Rules-driven rates & offers
  • Dynamic personalized product bundling
  • Guided upselling and cross-selling
  • Centralized product catalog
  • Drag & drop tooling
  • 100% Salesforce native
  • Intelligent mobile app – offline capabilities

Automated & compliant process management

De-risk your compliance burden

Ensure compliance with ever-changing industry regulations and drive cross-functional collaboration in real-time across the entire organization on a single platform. Create auditable workflows to automate contract redlining, approvals, signature and storage. Gain a full audit trail of all interactions with clients, including a clear view of what information was shared by who and when. Utilize automated jeopardy management and workflows to ensure that you never miss a step or renewal.

Key features

  • Contract Management
  • Full audit trail
  • Intelligent document generation
  • Automated process workflows & jeopardy management
  • Centralized real-time collaboration tools
  • eSignature
  • Advanced user permissions
  • Dynamic approval configuration

Personalized unassisted sales & customer care

Next-generation customer engagement, sales and service

Utilize fully customizable portals to create a secure community for policyholders, brokers, advisors and customer service agents to communicate and collaborate quickly and easily on one platform, from any device. Empower service agents with a 360-degree view of all customer interactions to resolve claims and cases in record time and provide fast, personalized financial advice in real time. Convert service calls into sales opportunities with dynamic personalized offers and content. Leverage intelligent insights through advanced reporting to help bankers and advisors prioritize prospects and recommend products tailored to each individual customer. Unleash the power of CloudSense Genius to acquire new customers quickly and seamlessly with recommended next-best-actions to accelerate sales and service journeys.

Key features

  • Omnichannel branded self-service portals
  • Real-time collaboration tools
  • Guided service and sales journeys
  • Intelligent next-best-action recommendations
  • Dynamic data-driven offers
  • Customizable mobile app
  • User-specific interfaces
  • Drag and drop process builder
  • Lead and deal management

Take Salesforce further

Commerce & CRM

The CloudSense Platform delivers a unique commerce and process management capability on Salesforce that extends and enhances the market leading CRM. Salesforce customers benefit from a single solution that gives their users role-specific interfaces that deliver financial product specific sales and provisioning functionality. Bringing together all your channels and giving customers a compliant joined-up experience.

Benefits

  • Enhance the Salesforce Data Model
  • Extend the Salesforce clouds
  • Connect self-service & CRM
  • Say goodbye to integration
  • Bring together Commerce & CRM data