Salesforce financial cloud
Salesforce financial cloud was launched in 2017 as part of the salesforce financial services cloud. The financial cloud is a set of tools that helps financial service companies to manage their customer interactions and engagement and streamline their back-office operations. The main goal of this launch was to provide financial service companies with a comprehensive solution that could help them improve their customer engagement, streamline their back-office operations, and gain insights into their business performance.
The financial cloud is built on Salesforce platform and provides financial services companies with a variety of features such as financial management, financial planning, budgeting, forecasting, financial analysis, and financial reporting. This allows financial services companies to better manage their operations, improve their customer engagement, and gain insights into their business performance. The financial cloud also provides a centralized platform for managing customer interactions and engagement, which enables financial services companies to better understand their customers and provide more personalized service.
A business model that changes the game
- One potential business model for salesforce financial cloud that could change the game is the “subscription-based pricing model.” This model allows companies to offer access to their financial management tools on a subscription basis, rather than a one-time purchase. This allows companies to generate recurring revenue and provides them with a more predictable revenue stream. Additionally, this model allows companies to offer different levels of access to their tools, which can be tailored to the specific needs of different customers.
- This business model also allows customers the flexibility to only pay for what they use and the ability to scale up or down as their needs change. Furthermore, it also enables the companies to offer free trials or free basic access to attract customers and then upsell them to premium services or features. This can be a win-win for both the company and the customers, as customers only pay for what they need and the company generates additional revenue.
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Why choose Mirketa?
Mirketa is a Salesforce consulting partner that offers a range of services and solutions built on the salesforce financial cloud platform. Some of the offerings that Mirketa provides on financial cloud include:
- Mirketa can help financial service companies to manage their financial operations, including accounting, financial planning, budgeting, forecasting, financial analysis, and financial reporting.
- Mirketa can help financial service companies to use Salesforce Financial Cloud to better understand their customers and provide more personalized service.
- Mirketa can help financial service companies to streamline their back-office operations using Salesforce Financial Cloud.
- Mirketa can help financial service companies to gain insights into their business performance using Salesforce Financial Cloud.
- Sales Cloud provides tools for tracking and forecasting sales and managing the sales pipeline, including visual pipeline reports and opportunity tracking.
- Mirketa also offers customized solutions based on the specific needs of the financial service companies using Salesforce Financial Cloud.
Success stories
Salesforce.com to Microsoft Dynamics migration
The client is one of the largest banks in the US. The client uses Salesforce for its Wealth Management division. The client decided to migrate to on-premise Microsoft [...]
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Community Cloud Based Financial Planning Portal
Financial Advisors on salesforce.com CRM often use 2 or more systems to get the holistic view of their client's banking and investment assets, planning, alerts, and
+ Read moreWe are driven by:
Respect for people
- Experienced
- Certified
- Friendly
- Flexible
- Team player
Agility
- Distributed agile deliver model
- Iterative, transparent, predictable & flexible
Client centricity
- Anticipate and respond to our client needs
- Engagement model that aligns with clients’ needs & constraints
Culture focus
- Innovate every day
- Work-life balance
- Trust, accountability, respect, empowerment and transparency
Trust led working
- We build trusting relationships
- We are open and candid
- We keep our promises
- We are honest & Ethical
Outcome based execution
- LEAN – NO bureaucracy.
- We focus on the outcome and not just the activities
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Success Stories
