Financial Service Cloud

Superior wealth creation, delivered!

Salesforce Financial Services Cloud (FSC) is a pre-built wealth management platform to manage your wealth management, banking and insurance clients. Supported by Salesforce: the world’s leading CRM system, it can be customized to your needs. The platform is designed for high-touch client management and enables advisors, personal bankers, tellers, or any client facing team member to deliver personalized service to clients. FSC enables more personal engagement with clients and helps build more profitable client relationships.
Major functions include financial goal management, portfolio and AUM tracking, family/corporate view, life event tracking and managing interactions. A pre-built analytics engine provides deep insight.

Financial Services Cloud Consulting

Financial services advisory involves understanding client’s long-term financial goals and charting a course for him to achieve it. It’s a trusted partnership. The Conam team has been helping financial services companies deploy the FSC CRM platform ever since it was launched in 2015. It allows wealth managers to make more analytical and accurate decisions enabling them to deliver superior wealth creation solutions to their clients.

Take calculated risks to deliver exponential gains

YOUR CLIENTS TRUST YOU WITH THEIR HARD EARNED MONEY AND WE EQUIP YOU WITH THE TOOLS TO HELP YOU IN MAXIMIZING THEIR WEALTH!!!

Strong Community outreach

PROVIDE CUSTOMIZED MESSAGING TO CUSTOMERS AND COMMUNITIES WHILE MONITORING THE PULSE OF YOUR BRAND’S IMAGE.
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EXPERIENCE + EXPERTISE

Conam understands how important it is for you to stay connected with your clients, and maintain a high degree of transparency and trust with them. Our team will help you to generate insights and will provide inputs to resolve any customer query, anytime, anywhere and on their preferred media channel.