Financial Services Cloud - Tenacre

Tenacre Financial Services Cloud from Salesforce CRM

Tenacre is your local Salesforce partner in Dubai

Tenacre has extensive experience in working with financial services firms here in Dubai. As a Salesforce partner based in Dubai Marina, we help companies to customise, implement and train users on the CRM. We have helped companies across the financial services industry to achieve improvements across their sales, marketing and services teams.

In our experience, the Financial Services Cloud is a great evolution of the core Salesforce CRM product. The features that are unique to the Financial Services Cloud (summarised below) will give your team better tools and access to data. This version of the CRM creates a world – class environment for your team to manage relationships with prospects &  existing clients, resulting in better sales performance.

 

A summary of the Financial Services Cloud features

 

  • Salesforce Shield – Data security and encryption to ensure complete compliance
  • Client and Household View – See all family goals, events and relationships
  • Advisor / Consultant productivity – Lead to client conversion tracking, book of business, engagement cards, reports, dashboards
  • Client Data Management – Wealth management and household data model, asset consolidation workflow, wallet share calculations, asset aggregation
  • Salesforce Sales Cloud – All standard features of the worlds #1 CRM, including leads, opportunities, calendars, tasks etc.

 

Want to know more?

Complete the form below and click ‘Know More+’ to speak to a consultant or arrange a demonstration.

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