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Service Industry

Financial Service Industry

Nubis illustrates how Salesforce Financial Services Cloud streamlines customer relationship management for financial firms,
facilitating deeper insights and enduring relationships.

How can Salesforce Financial Services Cloud Help the Finance Sector?

Salesforce Financial Services Cloud offers benefits to the finance sector by addressing data security, compliance, and customer relationship management. It simplifies transaction tracking for compliance with state laws and enables personalized customer engagement through custom applications on platforms like Facebook Messenger and Twitter DMs, enhancing customer satisfaction.

Action plans

The platform incorporates action plans-automated recurring tasks ensuring deadlines are met for predefined steps. Automated task assignments improve collaboration and productivity within the team.

Intuitive customer care

Salesforce Financial Services Cloud provides a 360-degree view of customers, tracking all customer activities, sources, referrals, and relationships. This facilitates timely and consistent customer service.

Increased engagement

Advanced artificial intelligence and automation tools help financial firms reduce errors and focus on acquiring new customers and retaining existing ones.

Advanced analytics

The platform features an in-built analytics dashboard and customizable reporting tools to drive data- driven decisions, accelerating growth and revenue opportunities.

Why Nubis?

Nubis helps financial businesses implement Salesforce Financial Services Cloud to elevate customer service, engagement and processes. Our services include customization, integration, training, support, process optimization and data management.

Why Choose Us?

Empower your Salesforce journey with Nubis, your trusted partner, crafting custom solutions for both Salesforce Partners and End-Customers. We go beyond development, leveraging data-driven strategies to unlock the full potential of Salesforce to maximize sales and personalizing customer experiences.
   Let's unlock Salesforce potential together!
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