Financial Services Solutions

Keeping track of client financial data can be a big task, with even bigger risks.   Rosetree Solutions understands how Salesforce can be implemented to manage financial data and create a pipeline for acquiring new customers, all with cloud-based data storage that allows for both ease of access and increased security.  Rosetree Solutions can help create streamlined forms with automatics calculations, allowing for more efficient client servicing with less propensity for error.

We’ll help you work with the Salesforce Clouds right for your business:

Service Cloud

Sales Cloud

Salesforce Platform

Banking & Wealth Management Use Cases

Data Integrity & Security

Data Integrity & Security

Maintaining customer financial records requires disciplined accuracy and compliance with important regulations. The Salesforce platform, however, offers an incredibly secure cloud database with always-visible status reporting about the platform security in order to help you keep your client’s information as secure as possible. Rosetree can help set up data validation tools and configure the user interface to highlight the necessary data. Automatic formulas and real-time reporting ensure that your data is accurate and up-to-date, making sure you best serve your clients.

Customer Portals

Customer Portals

Today’s financial services customers increasingly want more control over their finances at their fingertips.  Rosetree’s custom application development expertise can help you get client side, self-service apps up and running, creating happier customers you can more efficiently serve.  Migrate your customer service staff and financial advisor to digital services with tools included in the Marketing Cloud, where personalized email automation and instant web chatting can be set up.

Forecasting

Forecasting

In a numbers-driven industry, take advantage of world-class analytics and artificial intelligence systems developed by Salesforce.  The Salesforce platform is equipped to process large swaths of data, and with Einstein Analytics features it can analyze millions of potential data combinations to give you insightful predictions about performance, growth, and much more, allowing you to better provide advice to the clients who trust you with their finances.

Let’s chat about how we can create solutions that are the best for your business.

Case Studies & Articles