Salesforce for Financial Advisors

Maximize your profits by using a progressive genre in advanced Salesforce Financial Services Solutions to generate urbane designs with cloud computing benefits

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Innovate Faster and Drive Unprecedented Growth

Extend the features of Salesforce’s Financial services cloud to build trust among your clients and deliver an integrated sales, service and marketing solutions for a cohesive, personalized customer experience.

Wave for Financial Services Cloud

Easily Unlock customer insights with a pre-built analytics app that comes along with the Financial Services Cloud.

Salesforce Sales Cloud

Built on cloud-as-a-platform Salesforce Financial Service Cloud can provide you with the abilities of Sales cloud as well.

Salesforce Shield

Salesforce Shield is the feature that helps you address regulatory compliances as well as the fiduciary regulation that are required to be met by you.

Lightning Client and Household Profiles

Customize Salesforce Apps for Customer and Household profiles to quickly access the exact data that you require including financial accounts, wealth management etc.

Deliver Sector Specific Solutions that are Loved by your Customers

Benefit from the ever-increasing functionality of Salesforce and achieve your sector goals and challenges by providing solutions for every problem spread across every financial sector

Insurance

Meet the ever-changing needs of every policyholder with integration across social, web, email, and many more utilities.

Wealth Management

Supercharge your advisor productivity and create healthy client relationships that last for generations with proactive insights and goal-based planning.

Banking

Be the bank of your customer’s dreams. Get insights to engage your prospects, convert more leads than ever, and create loyal customers.

Institutional Banking and Markets

Collaborate securely with your clients and get a panoramic view of their profile and suggest automated ways for better financial management.

Set your Pace with the Advantages of efficient Industrial Solutions for Finance Sector

Know the benefits that you can get if you hire the services of an efficient Salesforce consulting company who can scale the features of Salesforce to your advantage.

Get one-way, impersonal communication and insight into customers’ business and consideration of their buying patterns to provide better consultancy.

Enhanced User Experience

Integrate protective data with Salesforce for single screen prominence into all you need to know about your clients, their household, their holdings, and transactions.

Efficient Data Management

On the cloud, advisors can get a picture of the info-rich client profiles, financial accuracy, life goals and family relationships; thus, providing a comprehensive client approach.

Comprehensive Client View

Automate your leads generation procedure by optimizing your social media and various other channels to get a single profile for each client, completed with CRM, social, and back-office financial information.

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Combine your Services with Our Solutions for a Perfect Advisory

Walk through our expertise and learn how we can help you align your advisory modules with next-gen technology to provide sustainable solutions to your customers

More Clicks and Less Code

We develop solutions with more of a mix and match of consoles and technology rather than deploying complex codes.

Robust Infrastructure

You need a sustainable hardware and software system to endure the digital storm of changes coming your way and we deliver just that to you.

Effortless Migration

With us, you can ride the tide of Cloud Computing in no time as we are the migration experts.

Tailor Made Solutions

Get customized Salesforce apps that have been crafted to perform as per your business needs and nothing else.

Say Bye to Offices and Dive into Digital finance Services

Utilize a fully customizable app consultancy to create responsive Salesforce apps that can deliver all the benefits of Salesforce CRM to you on any of your devices

Lightning Apps

Use pre-existing apps from AppExchange on your devices.

Calendar and Device Sync

Integrate and Schedule meeting notifications across all your devices.

Cloud-Based Solutions

With Salesforce clouds hosting all your info work from anywhere.

Integrate Stock Alerts

Build custom apps to get stock market notifications on your fingertips.

Our Pool of Blogs

Dive into our blogs pool and splash some knowledge

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Download & Learn from Our Whitepapers

Stop, read and acquire deep insights into complex issues

Our Happy Clients Testimonials

I and my team were struggling to cut costs from our IT funding but did not know how to do it. We hired JanBask for IT consultancy and they did not only helped our IT budget but gave us inputs that reduced our overall cost.

Krishna Moorthy

I had invested a huge amount of money in purchasing some Salesforce features for my business enterprise, but to my utter shock, they were not helping me. I had then hired JanBask for Salesforce implementation and man! I could see my entire business transformed!

Nala Lawrence

The best team of professionals that I have ever worked with. They come, they work and they go. Such high work ethics and commitment is very rarely seen these days. Very pleased with their services and would like to re-hire them for one of my other project too.

Monica Gallagher