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.
With Salesforce Financial Services Cloud, we customize 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.
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 correctly customized and integrated the Financial Services so that firms can easily collaborate with correct information.
Many firms have grown past the point where their existing systems and processes are able to support the day-to-day business. Plus, there is an enormous volume of data available to firms yet no system in place neither to recognize patterns nor to predict future trends in client needs. Firms using the Financial Services Cloud, when appropriately customized and integrated, can better collaborate internally with sharable, accurate information, manage analytics with precision and render more supportable client relationships.
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.
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.
Best class solution for effective customer Engagement
When your firm accepts market information, how quickly can managers determine the finest way to use it? 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 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
The solution demonstrates that Salesforce and its ecosystem can support the difficulties of the wealth management industry. Using our solution as a baseline also quickens the delivery timeframe while still allowing for a fully-tailored implementation.
Our Cloud-based Salesforce wealth management Services have fully integrated capabilities to improve wealth manager productivity and firm-wide agility.
Janbask provides expertise solution with Salesforce in the Wealth Management industry. This proven solution can provide faster and more predictable deployments for customers, authorizing them to connect with their customers in entirely new ways. Using our Implementation Approach, we are able to promptly deliver tools enabling customers to manage their client relationships and improve advisor productivity. We offer pre-built conversion packages to flawlessly transition wealth management customers, their data and their integrations. From years of extensive wealth management experience, Janbask knows how to make Financial Services Cloud work for each customer and is able to provide best practices and additional features based on the client’s needs.