Salesforce Solutions for Financial Services
Delivering value through customer business knowledge and global capabilities.
Financial service institutions have been utilising Salesforce and its network of FinTech cloud partners to generate higher revenue, better return on investment and a superior customer experience for over a decade.
Founded in 2008, specifically as a Salesforce Partner for the Financial Services industry, System Partners' is devoted to providing superior outcomes wherever FinServ, Salesforce and FinTech overlap.
Composed of experts with Financial Services and Salesforce technical backgrounds, our team have delivered more than a hundred cross-cloud Salesforce projects in the sector and are experienced with many third-party applications including MuleSoft, Vlocity, Guidewire, TechCanary and NCino.
CASE STUDY: System Partners set to future proof wealth management at an Australian Financial Services organisation
A major Australian bank recently procured Salesforce's Financial Services Cloud and engaged System Partners to deliver a wealth remediation solution, in support of the Banking Royal Commission findings.
In just four weeks, System Partners stood up a pilot to demonstrate Salesforce's capabilities and have since rolled out Salesforce to all the bank's business units, directly affected by the findings.
Salesforce was selected due to its out of the box and 'configure not customise' functionality, which resulted in an extremely swift go-live. Furthermore, Salesforce's ability to provide visibility of where in the process all cases are and ensure effective management and governance of the process helped minimise risk to the bank, and in turn, improve their overall customer experience.
To learn more and become a part of the cloud transformation that Salesforce has brought to the industry, contact us today.