Financial

Augmenting Technology with Financial Services

Finance have always been a mystery and next to rocket science when an Individual tried to take control. We solve this mystery with new age financial services which cover the tricks and turns of finance with ease of technology.

Financial industry services

The financial services marketplace is constantly disrupted with new regulations and advances in technologies. The customer expectations are quite high from products and channel touch points. Using Salesforce Financial cloud, Mirketa Inc is helping banking and wealth management sectors meet the operational, technological and customer relationship challenges to positively impact the customer experience and improve the cross sell.

Mirketa’s robust salesforce financial services drive customer success through accurate financial predictions and wealth management.

Our services include:

  • Define end to end marketing, sales and service processes that include inputs from social media
  • Statistical data analysis and modeling for Sales and Marketing campaigns
  • Quantification of Social Media campaigns on the bottom line
  • Automate wealth management process using Salesforce, including customized Goal Planning and Tracking, and Risk Modeling
  • Risk modeling for forecasting
  • Mobile and Web Solutions for advanced Personal Finance Management features for better customer engagements

We provide the best Salesforce Financial solution, along with the best inclass services in Financial domain. FINACAST on Salesforce Financial cloud platform. Salesforce financial service cloud helps the clients with their goals planning and simulations.

Finacast is the next generation Financial Planning application, built on salesforce platform that provides finest services for Financial advisory firms and Independent financial advisors. Finacast is a leading financial model that provides a holistic planning and advising experience. Finacast’s financial planning is based on combinations of an individual’s life events and expenses so that it can provide flawless financial advisory to the clients. Finacast helps you to solve the opaque financial problems, forecast savings and advice to make better financial decisions. It aggregates information from external financial institutions and provides financial product lifecycle and advisory features that:

  • Provides a holistic planning experience for clients and financial advisors
  • Factors in current savings, debts, expenses, goals, priorities, income, tax implications and future events in financial planning
  • Lets the financial advisors and clients, model and compare multiple financial scenarios
  • Tracks real-time information and sends alerts to individuals and their advisors

Here are the major highlights from Finacast:

  • Clients can enter information through portal, or the financial advisor can do it from CRM.
  • Existing clients can link their bank, brokerage, AMC accounts etc.
  • Finacast is already configured to accept risk profile to drive growth rates for investment accounts.
  • Goal Planning
  • Forecasting
  • Scenario Simulations
  • Scenario Comparisons

    Why Us?
  • Experienced: Over the last eleven years we have efficiently managed over 300 solution engagements while transforming businesses through better analytics, organizational process changes, and cloud CRM solutions.
  • Consistent: Our Salesforce Certified professionals are trusted and recommended by our clients. Over 80% of our business comes from our existing customers.
  • Creative: We challenge our own thinking and come up with creative solutions that meet our customers' requirements.
  • Adaptable: We understand that each company has its unique needs and constraints. So we provide flexible options to structure their working engagement with us.
  • Affordable: We combine onshore-offshore delivery to reduce delivery costs to let our clients enjoy quality without the overhead and bureaucracy of larger consulting companies.

 

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