Financial Services
Wealth Management
Credit Unions
Streamline processes, expand communication and give you unmatched access into client profiles. Automatically generate a list of tasks for you based on the client and referral projects you have coming down your pipeline.
Offer a customized and collaborative approach that combines deep industry expertise and experience; Leverage Salesforce and enhance the way credit unions interact with customers.
Access to every policy and claim linked with a customer profile with omnichannel integration secured customer portal and a 360-degree view of customers; ensure proper coverage for each policy.
Create time and deadlines in Salesforce based on your customer preferences, access dashboards for a real-time update on tasks and deadlines.
The customer is the premier provider of property insurance in catastrophe exposed areas. Writes and provides service for residential property and casualty insurance policies through a network of independent agents.
Successful Customers
Engagements
App Exchange
CSAT
Salesforce
Certifications
Years Of Managed
Service Experience
