Titan Extends Salesforce Financial Services Cloud
Hawk-eye editor with a passion for trailblazing Salesforce experiences.
Are you a financial organization looking to streamline and modernize your business? Do you want to strengthen and grow your company with flexible and efficient solutions?
All this is possible, and more, when you choose Salesforce for the financial services industry. With the world’s #1 CRM, you can customize experiences for your clients, deepen relationships, and centralize financial data in one place.
Read more to learn more about how Salesforce can transform your financial institution today.
What is the Financial Services Cloud Salesforce?
Salesforce’s Financial Services Cloud is a platform, which enables bankers, advisors, and insurers to fast-track digital finance while attaining a personalized view of each customer, and their family unit.
So what can the Financial Services Cloud do?
The Salesforce Financial Services Cloud provides several key offerings for your business including Salesforce banking solutions. Check out some of these benefits below:
- It puts everyone on the same page, unifying diverse clients from around the globe across every industry.
- On this note, you get centralized data from Salesforce and beyond, all in one accessible location.
- Automates and enables self-service, for almost every financial process, from loan applications to prospecting, banking to insurance, and so much more.
- Along with these big systems, the Salesforce Financial Services Cloud gives you an in-depth, customized view of each client.
For FAQs on the Financial Services Cloud, click here.
Limitations of Salesforce Finance Cloud?
Salesforce empowers all financial parties to access comprehensive data and make razor-sharp decisions, but are there any limitations? For all of Salesforce’s apparent benefits, it is not the most accessible or user-friendly tool and that’s why Financial Services Cloud customization services are necessary. Anyone who has worked with Salesforce knows that this CRM frequently requires complex code and development to operate at optimal efficiency.
Is there a Silver Bullet for Salesforce Financial Services Workflows?
Well, that’s where we come in. Titan has been tailor-made to tap into Salesforce’s greatest strengths, bridge its gaps, and make it simple for everyone. Our suite of no-code enterprise applications extends the power of Salesforce and brings data from the world’s leading CRM to your fingertips.
Use our drag-and-drop builder to intuitively create financial websites, automate surveys to measure client satisfaction, co-sign customized financial agreements in seconds, and generate smart partner agreements. The best part? This is all 100% Salesforce integrated, and you don’t need to learn a single line of code. With Titan, you get Salesforce’s richest benefits and skip all of the inconvenience.
Read on to learn more about some practical ways Titan can complement Salesforce and enhance your financial institution.
Streamline Financial Flows
Titan flow enables you to create seamless workflows for your financial organization. Automate applications, contracts, and financial documents as they travel between directors, advisors, insurers, and customers. Everyone gets access to the most reliable data, pulled directly from Salesforce in live time, to make informed and accurate decisions.
Bring customers, employees, and partners together to effortlessly collaborate on various tasks, such as updating financial records and onboarding new prospects. Titan flow is distinguished by offering a personalized space where employees and clients can interact according to their needs. This tool automates relationship mapping, client insights, and complete interaction history when dealing with a new or existing client. This data can be pulled and pushed from Salesforce in live time, giving you maximum flexibility when undertaking any action. You don’t have to be confined to the office because your call reports on Titan flow can be organized from anywhere, at any time.
If you would like a Salesforce Financial Services demo in combination with our Titan products, contact us today!
Salesforce Portals for Finance
Portals can be a great asset to companies using Salesforce for financial services. Find out more about Salesforce Financial Cloud portals below:
Holistic Financial Data
Using Titan Web, our convenient drag-and-drop web builder, you can create smart, Salesforce-integrated portals for your financial organization. Easily customize your portal to create unique experiences for each and every client. Users can log in, view everything they want to see, and skip all of the rest. Store financial resources, customer records, loan application forms, and statements in one centralized portal.
Having all the data you and your customers want in a unified location means everyone has a holistic view of all financial processes. You don’t have to worry about the security risks associated with multiple logins. The greatest perk? You guessed it. All this can be achieved code-free and without any special expertise.
Accessible Portals Anywhere
Empower customers and employees to unlock access to all corporate apps, websites, and data with a single login. Titan’s portals for the financial industry are also accessible on mobile devices, meaning employees and clients can access the personalized information they need.
Technical Support Tickets
Want to offer your customers better support? Technical Support Tickets can be added to your portal, enabling users to interact directly with support. This furthers the discussion of key financial topics and ensures that records of specific customer queries are stored in Salesforce.
Payment Gateways
You can also add secure Payment Gateways to your finance portal, meaning customers can complete any relevant payments quickly and safely. Titan adheres to the Payment Card Industry Data Security Standards, which helps prevent theft and credit card fraud. All payment gateways are private and fully personalized to the individual, enabling users to get an optimum and efficient experience.
Salesforce Forms For Finance
Make smart, branded forms for the financial sector using Titan’s no-code form builder for Salesforce. Capture data from customers, partners, and advisors in real-time on shared, dynamic documents, which come pre-populated with fields customized to you. Take a look at the range of financial forms you can create with us below to help with Salesforce wealth management:
Income Tax Data Form:
Income tax forms are used across the financial industry and contain details such as the source of income, expenses, credit, tax information, and more. With Titan, this form can be automatically generated and integrated with your Salesforce data in real-time, saving you time and giving you the most accurate view of the customer.
Direct Deposit Form
Direct deposit forms can also be automatically generated using bi-directional collaboration with Salesforce. Crucial customer information is fully secure and 100% Salesforce integrated.
Data Consent Forms:
Titan’s customized data consent forms are fully GDPR-compliant and secure. This means no sensitive information will fall through the cracks. Like all our forms, these are fully customized, enabling a unique and seamless experience for each and every user.
Partner Agreements:
Titan creates bespoke partner agreements, which are automatically generated, and can be worked on together in live time. Partners can access these forms on desktop or mobile from any location. All forms are end-to-end secured and can be pre-populated with all the relevant information for ease of use. Data can be pushed and pulled, to and from Salesforce, in seconds, empowering you and your partners to make the most up-to-date decisions.
Sales Contracts:
Titan sales contracts come customized with seller and buyer information, financial data, and lots more. Enable sellers to close deals faster and buyers to make the best decisions possible with live data pulled directly from Salesforce. No more manual and tedious sales contracts. Instead, create branded and automated documents at the touch of a button, no code required.
Faster Loan Requests and Approvals:
Make loan requests and approvals faster, smarter, and more conveniently by generating automated documents and flows for the loan approval process. Information comes pre-populated and customized for both the financial institution and the loan applicant, meaning applications can be made and approved in minutes and seconds. This makes Salesforce for financial advisors the ideal solution.
Automated, pre-filled loan documents pull data live from Salesforce, meaning institutions can access all the customer data they need to responsibly approve the loan. Similarly, loan applicants have access to the Salesforce data you want them to have, meaning they make the right loan request for them and their specific circumstances.
Personalized Customer Surveys
Use Titan Survey to create personalized surveys with questions unique to every customer. Find out exactly how your financial organization is doing, and how you can improve, by getting tailored customer feedback. Surveys can be sent out via web or email, and fed back into Salesforce, where they will be directly associated with specific customer records. The benefit? A 360 degree view of customer preferences and needs.
Easy E-Signatures for Finance
With Titan Sign, you can create easy signature processes for Salesforce. We set up a transparent and secure signing experience for institutions, customers, and partners and track complex signage flows at every stage of your financial agreement or process. Users can sign from mobile or desktop, at their convenience, with documents automatically sent to the right signer for a smooth signing experience.
Titan Sign supports single and multiple signer processes and adds linear and independent modes for multi-signer documents. This gives your financial organization the power to control the order of signers and allows all signers access to the document simultaneously.
Get Started with Titan
Titan, combined with the power of Salesforce, offers a full suite of enterprise applications to suit every need of your financial institution. Connect with clients more meaningfully, satisfy partners, and establish faster, more holistic processes when you choose Titan for Finance. Interesting in a Salesforce Financial Services Cloud demo in combination with Titan products? Contact us today!
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