Financial Services

 

Using Cloud Coach, our customers onboard their clients to a variety of financial offerings ranging from corporate 401(k) programs, tax compliance software, and investment portfolio management solutions. With a Salesforce native implementation tool, the customer-centric approach is never compromised across disjointed systems during delivery. 

PARTNERSHIP FACTS

Use Cases

Financial software and service onboarding, Financial Consulting Services

Target Market

Sales Cloud & CPQ customers, both net new and existing

Target Decision Maker

VP or Director of Implementation, Professional Services, Onboarding, Customer Experience

Upsell Opportunity

Net new users to Salesforce (Delivery Organization), Tableau CRM, Experience Cloud, Mulesoft(ERP integration)

Implementation Type

Professional implementation required (avg time 3-4 months)

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CUSTOMER BENEFITS

  • Increased customer transparency/visibility
  • Decreased time to value
  • Increased capacity for additional projects
  • Seamless transition from Sales
  • 360 degree view of the customer journey
  • Consistent experience for all clients

CUSTOMERS

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Company A
NUMBER OF EMPLOYEES
61000
LOCATIONS
North America
CUSTOMER SINCE
2020
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Company B
NUMBER OF EMPLOYEES
1000
LOCATIONS
Global
CUSTOMER SINCE
2016
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Company C
NUMBER OF EMPLOYEES
2000
LOCATIONS
Global
CUSTOMER SINCE
2012

Need further information?

Email us at [email protected]

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