Case Study
Embark on a Digital Odyssey: Loan Origination made Snazzy
Wealth Planning & Need Assessment in the Client Onboarding Journey
In the overly competitive world of wealth management or retirement and financial planning, the experience potential customers will have during the first interactions with your company are critical. Coforge Swift Needs Analysis and Proposal accelerator “SNAP” built on Salesforce Financial Services Cloud, helps automate the first steps of a customer’s journey. Whether it is full financial planning, retirement planning or insurance, with SNAP you will be able to increase your conversion rates with less effort.
Benefits
- Increased productivity
- Faster time-to-offer
- Seamless integration with external financial tools
- Process standardization
- Accurate & complete information
- Unified view of leads
- Extendibility to other channels
- Increased conversion
Typical Flow
If you’d like to understand more about how we can support and enable your Salesforce/MuleSoft journey, get in touch at salesforce@coforge.com.
