Using the Financial Services Cloud, we can custom design a solution that will dramatically improve your efficiency while allowing you to connect with your clients in real-time and on a much deeper level.
Janbask helps you to unlock the value of Salesforce Financial Services Cloud which is the future generation desktop for financial advisors.
There is no wrong to say that using our latest technology to deliver proactive, personalized, and collaborative advice across any channel, advisors aren’t just meeting investor expectations—they’re exceeding them. The result? Stronger client relationships that last a lifetime.
By Simplification of processes and systems, our experts provide wealth managers the flexibility and the confidence that they need to deliver outstanding client experiences.
We believe that the management of a firm’s critical activities, processes and relationships should not be left to change. Through Financial Services Cloud we allow wealth managers to communicate both automatically and voluntarily by
We provide pre-built industry accelerators for Cross-Platform communication
When each practice layer exists within its own silo, it creates a communication breakdown omitting the development of complex client profiles for managing each relationship successfully. Salesforce financial services cloud offered by us can integrate all these information sources, giving advisors more time to help clients and prospect for new business. Productivity, decision-making and association between employees also improve – all of which enhances workplace relationships and operational competences for everyone.
Best class solution for effective customer Engagement
When your firm accepts market information, how quickly can managers determine the finest way to use it? Our years of Salesforce wealth management experience allows users to achieve quick searches that identify the parties to whom information will be significant and valuable. In the spirit of refining manager workflows, we help you to spontaneously distribute research and literature according to client interests and preferences, keeping stakeholders both inside and outside the firm knowledgeable and engaged.
We solve your complex relationship mapping issues
Understanding of the details within each client relationship is as equally important to firms as it is to their clients (as well as other third party relationships that might be involved). But without knowing who knows whom, where the sources of influence lie, and what connections exist between employees, accounts, and other parties can lead to a lack of vision and missed opportunities. Our experts permit you to create relationship trees that visually map connections and provide the understandings into the complex networks of influence that managers must often navigate.
We provide Customized client service
Salesforce asset management solution offered by us can help to reduce the amount of unrelated content generated; and ultimately, reduce the barriers of quality knowledge transfer. Plus, it helps advisors proactively reach out to clients and interact with exact segments of the client base – allowing advisors to service clients at different levels depending on their exclusive financial profiles.
Conventionally, while Salesforce financial services cloud offers tremendous potential as an advanced CRM platform, but still wealth managers hesitant to move for variety of reasons. But we offer richer and more meaningful wealth management recommendations
Cloud-based Financial Services offered by us provides fully integrated capabilities for improving wealth manager productivity and firm-wide agility.
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