Salesforce Financial Services Cloud Lets Financial Services Firms Move Faster .

Salesforce Financial Services Cloud connects financial institutions worldwide. It enables customers to manage every aspect of their business in one place. The Salesforce Financial Services Cloud allows customers to streamline their operations, reduce costs, and improve customer service.

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Salesforce Financial Services Cloud

Salesforce Financial Services Cloud (FSC) by TernEdge is a cloud-based solution that allows companies to manage their finances anytime. Salesforce Financial Services Cloud is one of Salesforce’s most popular products. It is used by over 2 million customers worldwide.

Salesforce Financial Services Cloud provides a comprehensive range of features, such as accounting, finance management, payroll, human resources, procurement, sales, and CRM. This cloud-based system also integrates with other applications, allowing users to access data from various sources.

Salesforce Financial Services Cloud, Offered by TernEdge, is a collection of cloud applications designed to help companies manage sales, marketing, customer relationship management, finance, human resources, supply chain, and operations. FSC includes tools such as Workflow Builder, Service Cloud, Data Management, Analytics, Marketing Automation, Commerce Cloud, Chatter, AppExchange, Lightning Experience, and others.

Salesforce Financial Services Cloud is the industry’s most powerful cloud-native CRM solution built specifically for financial services. It empowers advisors to provide a concierge-level experience that distinguishes them from competitors. Powered by Lightning, Salesforce Financial Services Cloud helps advisors deliver a personalized, proactive approach that puts their clients at center stage.

Salesforce Financial Services Cloud provides cloud solutions designed specifically for financial institutions. It enables sales teams to collaborate across organizations, streamline processes, and improve customer relationships. With over 30 partners worldwide, including banks, credit unions, insurance companies, mortgage lenders, and investment firms, FSC offers customers a single source for software, data, analytics, and professional services.

Salesforce Financial Services Cloud by TernEdge is one of the most powerful cloud solutions for financial services organizations. It provides a single view into customers’ accounts, allowing you to understand how each account impacts the entire organization. You can see where there are growth opportunities, identify potential risks and better serve your customers. With Salesforce Financial Services Cloud, you’ll gain deeper insight into your clients and help them achieve their goals.

Our Work Process

1. Analyze

While analyzing, we define what needs to be built and how it will be used. Our experts consider factors such as market demand, customer expectations, technology trends, industry standards, and how much time is needed for a project. Technical architects prepare agile sprints here.

2. Plan

The data gathered after analysis in the previous stage is organized to create a strong sprint plan. We define the work that needs to be done to ensure that the project's scope is clear to everyone. We also create a schedule or roadmap to indicate when each task will be completed.

3. Design

In this stage, we identify the features needed to build the product, determine the best way to implement those features, and estimate the effort required to complete each task.

4.Build

In this phase, our experts start processing as soon as possible. They explore different ways to solve problems rather than sticking to "the right way". This is often regarded as the longest step of the agile development lifecycle.

5. Test

Since the product gets ready before this phase, the quality assurance team checks by running tests at the end of every sprint; if any of these fails, we are alerted and fix them. This ensures the product's smooth functionality.

6. Review

When we find that something is wrong, we update the plan accordingly. A new version sometimes requires us to change tasks. Further, we do one more round of testing before releasing the feature. The whole process might take many iterations until everything works well enough.

7. Launch

After reviewing all the accomplished sets of sprints, when we have perfected the product and released it to the market, we celebrate! Our experts provide firm support throughout in any case if maintenance is needed.

USPs Thats Sets Us Apart

Certified Salesforce Team

Growth & Solution Oriented

Satisfied Clients

Our Team Has Worked With

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Salesforce Financial Services Cloud Lets Financial Services Firms Move Faster .

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