Financial Services Cloud

Unlocks a deep understanding of every stage of clients life cycle using financial service cloud.

Acies use the Financial Services Cloud that has been designed to support wealth management, retail banking, commercial banking, and insurance carrier markets. FSC comes with a pre-built data model that is used to help advisors, bankers, and captive insurance agents better track their prospects and clients, putting them in a position to provide excellent service to their clients.

Features of Salesforce
Financial Service Cloud

  • Action Plans help automate repetitive tasks and ensure you won’t miss any deadlines.

  • Financial Goals are meant to track a client’s progress toward major purchases, retirement savings, or other life goals.

  • Financial Account Roles allow you to set up roles like Primary Owner, Joint Owner, and Beneficiary Accountant that involve a client’s account.

  • Household Data Model allows you to view and manage clients’ households and related individuals all in one place.

Benefits of Marketing
Cloud Solutions

  • Segmenting clients into their financial needs and goals to deliver personalized services.

  • Streamlining the underwriting process with digital submissions, automated quoting, document review, and online collaboration.

  • Unifying data to get a clear picture of clients without logging into different systems.

  • Forecasting future behavior and needs with predictive intelligence analytics.

What We Offer

How Acies can help the Clients

Acies incorporates digital innovative technologies, and valuable integrations to properly customise and maintain our clients target audience.

We Intelligence system that helps client to get very important information related to the patterns and deeper insights into customer behavior. We also introduce new tools for characteristics and maintaining various functions.

Acies IT Solutions team helps you to track your customers’ behavior statistics, you can present them with relevant learning and insights at each point of their journey.

Acies help clients with the products and services to the most suitable audience and use advanced tools to make sure that the product is pitched at the right time for better conversion rates. This helps in saving time as well as boosting conversion rates and sales.

Our team of professionals can manage different aspects of your business per your company's diverse needs productivity and scalability.

Acies provides 24*7 customer support, which provides our client with a smoother experience throughout. We even use many tools for handling and solving various security and coding issues.

Reach out to us today and
we'll be happy to help you with your project!

(214)-301-3162

Contact us
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Contact Us
(214)-301-3162
contact@aciesit.com
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