Financial Services

Personalize innovation for contactless, client-centric future

Modernize offerings & build meaningful customer relationships while tackling challenges around productivity, efficiency & cost effectiveness

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.
Related Case Studies
Customer success narratives spotlighting our experience & expertise
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