Regulatory reform and increasingly disruptive competition means delivering seamless digital customer experiences has never been more vital for financial institutions. But to modernize, grow revenues and delight customers, ditching outdated legacy IT infrastructure and disconnected mainframe systems is essential. The alternative – a failure to modernize IT systems and innovate with speed and scale – will inevitably lead to steep decline for banking, insurance and investment companies.
Using a single cloud platform, financial institutions can supersede the nimble Fintech disruptors trying to eat your lunch. 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.
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 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.
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.
Full audit trail
Intelligent document generation
Automated process workflows & jeopardy management
Centralized real-time collaboration tools
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.
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
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.