Financial Services

Our value add

Balance of Digitization & Personalization

As financial services institutions modernize their architecture and create contactless transactions, they also need to focus on personalization and client relationships to eliminate trust inequality.

Accellor enables customer-centric innovation through industry-standard solutions to empower wealth management, insurance, and banking industries to balance digitization and personalization.

Focus on customers
Re-define business processes and map your existing data model with the Salesforce FSC data model to improve lead nurturing and conversions and successfully onboard customers.
Prepare for the future
Re-design your platform architecture to make it modular, secure, scalable, and flexible. Choose a platform that aligns with your business strategies and vision of the future.
Create integrated experiences
Integrate apps such as Orion, nCino, Tamarac, and eMoney with Salesforce FSC to create a 360-degree view of customer profiles, provide customers with better experiences, and manage assets more efficiently.
Go modern
Migrate your existing applications from legacy systems to Salesforce FSC to break down silos and provide a seamless experience to customers.
Ensure seamless onboarding
Deploy Salesforce FSC to manage the client onboarding process, eliminate friction, and deepen your engagement with them.
Wealth advisors
Use Salesforce FSC solutions to reduce administrative tasks and build a meaningful relationship with investors. Provide personalized advice and improve wealth advisors’ productivity with intelligent customer engagement tools.
Insurance
Build a trustworthy relationship with customers by proactively engaging and building a 1-to-1 journey with them.
Banking
Create a seamless, connected experience for customers and grow wallet share by connecting all communication channels and lines of business.
Salesforce suite - FSC
Use Salesforce Financial Services Cloud to obtain a 360-degree view of existing opportunities, held away and managed assets, and key customer insights to financial services.

Personalize innovation for contactless, client-centric future

Customer success narratives spotlighting our experience & expertise