Salesforce for Banking
Do you need to close deals faster and provide a more personalized approach to customer service? You’ve come to the right place.
WORKING WITH US
At Sikich, our extensive experience in the banking industry has allowed us to design innovative solutions that meet the specific needs of each bank. And we can do that for you too. What results can you expect from our solutions? Stronger customer relationships and business growth. Having built out banking solutions using Sales Cloud, Sikich now leverages the Financial Services Cloud to deploy solutions for retail banking.
In a rapidly evolving digital landscape, our teams understand the methods and routes to align people, your Salesforce installation and workflow to chart against your strategic initiatives.
Case Study: Stratos Wealth PartnersWith Salesforce and Sikich, Stratos was able to streamline operations and empowers client advisors. Learn how Stratos partnered with Sikich to deploy a smart, intelligent system that helps them with their clients.
Serving the BANKING Industry
“We had detailed discussions about what and what not was used… This attention to detail made the transition from one instance of Salesforce to another smooth.”
– Wenjun Du, Investment Services Department, Arizona State Credit Union
HOW Salesforce Financial Services Cloud can help your Banking Organization
Salesforce.com is known to be flexible, customizable and packed with features needed for modern leaders to adapt to the fast-paced business landscape. It can scale from a few people up to enterprise levels, but you need someone who can guide that process with a history of successful technology implementations.
That’s why choosing a partner is the most critical step in the process of adopting a new platform or continuting to support your efforts. When you find the right fit of partner and platform, you help reduce your risks and put your plans on solid ground for the future ahead.
“We hired Sikich after another Salesforce partner wasn’t meeting our needs. They stepped in and were able to complete the project and deliver exactly what we needed.”
Richard Finch, President, Green Square Capital.
The beginners guide to Financial Services Cloud
Browse through 22 chapters filled with information for everything you want to know about Salesforce Financial Services Cloud. Read More >
What comes next for relationships in Financial Services
If you can amange client relationships well, you will keep your business healthy and proftiable during any challenge. Read More >
Ready To Get Started?
Learn how Sikich can help you get the most out of your Salesforce implementation.