Financial Cloud Services

We implement Financial Services Cloud with a customer-centric approach, integrating data in a 360° vision to anticipate needs and centralize the financial operation. We empower your advisors with proactive tools that transform traditional management into personalized, secure and high-growth experiences.

Financial ecosystem discovery and modeling

We conduct strategic sessions to map your product catalog and customer data structure. We define modeling rules for individuals, households and business groups, ensuring that the data model reflects the operational reality and complexity of financial relationships.

Configuration of the financial and relational core

We enabled the power of FSC by configuring the Actionable Relationship Center to visualize complex connections. We designed an architecture that integrates financial accounts, life events and business milestones, allowing advisors to have immediate and accurate context on each client.

Automation of industrial processes

We reduce operational friction by implementing action plans to standardize regulated processes. We automate critical flows such as customeronboarding, credit approval and claims management, transforming repetitive tasks into efficient workflows that maximize performance.

Compliance, deployment and adoption

We ensure the integrity of the solution through a robust security model and strict access profiles. We train teams on real use cases and deploy portfolio performancedashboards, encouraging full adoption to ensure confidentiality and business growth.

Results that drive your business

We transform the management of isolated individuals into a comprehensive view of family or business group estates, policies and relationships. We identify key influencers to capitalize on cross-selling opportunities within the same circle of trust.

We anticipate market needs by activating life events and commercial milestones. We enable your advisors to deliver the exact financial product at the moment of greatest relevance for the customer, optimizing the conversion rate.

We automate document collection and approval flows through strategic action plans. We reduce account opening and policy issuance times from days to hours, ensuring an exceptional first customer experience.

We consolidate legacy systems into a unified console to eliminate operational fragmentation. We free your teams from navigating between multiple platforms, allowing them to focus their time on high-value advisory and portfolio management.

We mitigate operational risks through auditable records of every interaction and workflow. We ensure that all operations comply with local and international financial regulations, guaranteeing the security and confidence of the business.

High-impact relationship management

We configure groups, households and the Actionable Relationship Center to visualize complex connections. We translate the reality of your customers into a structure of roles and business hierarchies that allows you to identify influencers and hidden equity opportunities.

Unified financial context architecture

We build a holistic view by integrating financial accounts and setting up life events. We establish a system for tracking milestones and business objectives that allows your advisors to operate with an accurate and personalized context in every interaction.

Operational optimization engineering

We design automated workflows for onboarding, loan origination and claims management. We implement action plan templates and automatic task assignment, eliminating friction in the back-office and accelerating the delivery of value to the customer.

Intelligent advisory console

We customize the Wealth, Retail or Insuranceconsole by integrating referral tools and advanced analytics. We deploy dashboards specialized in portfolio growth and retention, ensuring that the commercial team has an optimized interface for decision making.

The management time for each consultation was reduced from 20 to 4 minutes.

We developed the first intelligent Salesforce agent in LATAM for an AFP, transforming the customer experience with automatic, fast and accurate responses.

Learn more here!

Automatización de procesos

¿Cómo puede Agentforce de Salesforce transformar el servicio al cliente y potenciar mis equipos?

Cloud

¿Cómo lograr una vista 360 de tus clientes con Salesforce Data Cloud?

Automatización de procesos

Agentforce 3.0 y Pragma: Tu Negocio, Imparable con IA

Automatización de procesos

¿Cómo puede Agentforce de Salesforce transformar el servicio al cliente y potenciar mis equipos?

Cloud

¿Cómo lograr una vista 360 de tus clientes con Salesforce Data Cloud?

Automatización de procesos

Financial Cloud Services

Our approach: From strategy to value delivery

Financial ecosystem discovery and modeling

Configuration of the financial and relational core

Automation of industrial processes

Compliance, deployment and adoption

Results that drive your business

Components of our service

High-impact relationship management

Unified financial context architecture

Operational optimization engineering

Intelligent advisory console

The management time for each consultation was reduced from 20 to 4 minutes.

Insights on this powerful work

¿Cómo puede Agentforce de Salesforce transformar el servicio al cliente y potenciar mis equipos?

¿Cómo lograr una vista 360 de tus clientes con Salesforce Data Cloud?

Agentforce 3.0 y Pragma: Tu Negocio, Imparable con IA

¿Cómo puede Agentforce de Salesforce transformar el servicio al cliente y potenciar mis equipos?

¿Cómo lograr una vista 360 de tus clientes con Salesforce Data Cloud?

Agentforce 3.0 y Pragma: Tu Negocio, Imparable con IA

Keep moving. Let's talk.