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Introduction
If you’re a financial services company, it’s important to know that your customers are looking for more from your business. They want to engage with you in more meaningful ways, and they want to do so on their terms—not yours. This means giving them an experience that fits their needs perfectly and allows them to take control of their own finances while still being able to rely on you when they need help or advice. The right cloud solution can do just this: remove barriers between agents or brokers and their clients while providing a seamless user experience (UX) across every device imaginable
Integrations with third-party partners to streamline your back office.
When it comes to financial services, there are few things more important than streamlining your back office. Integrations with third-party partners are a great way to achieve this goal.
You can set up an integration between your cloud solution and one of these third parties:
- A software application that runs on AWS or Google Cloud Platform (GCP)
- An ERP system like SAP or Oracle Financials
- A financial data provider like Bloomberg Terminal
An easy-to-use interface for your brokers and agents.
An easy-to-use interface is key to a successful financial service cloud. This means that you need an interface that is intuitive, easy to use and highly accessible for all types of users, including brokers and agents, company employees and customers. Additionally, the platform must be able to support third party partners (such as clearinghouses) who may be using your system as well as end users who are accessing the platform directly from their mobile devices or desktop computers at home or work.
Bespoke functionality that works for you, not the other way around.
What a financial service cloud should give you
- A system that makes it easy to add new features as your business grows. The more complex your needs become, the more value you get from having a flexible, adaptable solution in place.
- A system that doesn’t dictate how you do things, but rather helps you accomplish those tasks with ease and efficiency. If something isn’t working right now, or if there is an easier way of accomplishing something, let us know! We want our customers happy and successful with their implementations so we can continue providing value-added services like this one (and others).
Data security for your company and your clients.
Data security is a major concern in the cloud. As you might expect, this means that data loss prevention (DLP) is an important component of your cloud security strategy. DLP can be as simple as encrypting files in transit with AES encryption or as complex as requiring that all files be masked before being uploaded to the cloud server.
Data backup is also vital for protecting against loss or theft of data stored on your servers. You need a robust backup solution that will ensure that if something does happen, you can recover your data quickly and easily without having to worry about its fate!
Prebuilt integrations that eliminate the need to transfer information between systems.
The Cloud offers prebuilt integrations that eliminate the need to transfer information between systems. This allows brokers and agents to access their clients’ financial data in real time, without having to manually enter or update any information. If a client makes a payment, it can be reflected instantly on their ledger and tracked throughout the organization’s infrastructure.
Integrations with third-party partners allow you to manage your clients’ accounts from one central location—and they offer easy-to-use interfaces so your agents don’t have hours of tedious work ahead of them!
Bespoke functionality that works for you, not the other way around: When we think about building out our own cloud services, we often spend days trying out different options until we find something that works best for us—but what if there was an easier way?
The answer lies in modularity: Instead of reinventing how things are done (or going through trial and error), why not look at existing solutions from other companies like ours? We specialize in helping banks build custom solutions tailored specifically toward their needs–and when someone else has already figured out how things should work together perfectly well (and even better) than our own internal developers could ever hope for…it makes sense!
Access across all devices.
Access is a crucial part of any financial service. You need to be able to access your account, make transactions and check your balance anywhere. The best way to do this is with a cloud service that doesn’t lock you into one device or operating system—you’ll always have access from wherever you are in the world.
Cloud services like Google Drive allow users to work on documents across their desktop computers, laptops and mobile devices (smartphones). Customers can also use a cloud storage service like Dropbox or Box as an alternative method for storing files while they travel or move between offices.
Customer relationship management that’s built from the ground up for financial services.
Financial service CRM is a key component of the financial service cloud. It’s a tool for managing customer relationships, increasing lifetime value and providing better customer service. And it’s not just about keeping track of your customers’ information — it can also help you improve sales and marketing efforts by being more data-driven in how you plan campaigns, create content, measure performance and more.
The key here is that when you build your CRM system from the ground up with this goal in mind, you’ll be able to deliver on all these benefits while making sure that no matter what industry verticals they work within (or even if they’re new entrepreneurs), everyone has access to the same best practices at every step along their journey toward success as entrepreneurs or business owners!
A toolkit for managing and servicing your customers’ finances and portfolios.
A toolkit for managing and servicing your customers’ finances and portfolios.
Retail financial services is a complex market, with many players competing for their share of the pie. Your customers are looking for more than just a place to park their money; they want peace of mind that it will be there when they need it, so you have to offer everything from basic accounts to sophisticated retirement solutions.
Capture, manage and act on every financial service opportunity.
But what if you could capture data from clients, prospects and partners in real time?
You’d be able to see how each financial service opportunity is progressing. You could also manage those relationships more effectively by proactively reaching out with offers of services or making recommendations based on a variety of factors including experience level, industry knowledge and geography.
Streamline client onboarding with automation, custom fields, digital signatures and more.
When you’re on the path to becoming a great financial service cloud provider, automation is key. Automation helps your team automate tasks that would otherwise be time-consuming and tedious, so they can focus on what matters most: making sure their clients are happy.
Custom fields are another great way to streamline client onboarding and make it even more efficient for your team. You can add custom fields for things like:
- Payment method (credit card or wire transfer)
- Location information (zip code, state)
You can do more with less by using a financial service cloud
The financial service cloud lets you focus on what you do best. By using a financial service cloud, you can be more efficient and effective at improving your business performance. You will also save time and money by delivering better customer service with less overhead costs.
Conclusion
The financial service cloud is a powerful tool, and it’s one that you can use to build your business with. It’s not necessarily an off-the-shelf product that you buy, but instead it’s something that you build together with your own team of experts and industry partners. By making use of these tools, you’ll be able to streamline processes and create new efficiencies in your business operations
