Fragmented data, long onboarding processes, complex compliance, high customer expectations and missed revenue opportunities — just a few of the challenges facing the financial services sector today.
With a Salesforce implementation by Simpala, finance organisations like yours can reap the benefits of a 360-degree view of customers, data and business operations. Discover bespoke integrations designed for your unique compliance and customer needs.
We understand the industry nuance and its unique challenges. From relationship mapping in wealth management, complex onboarding for commercial banks, to heightened expectations in customer insurance claims.
At Simpala, we don’t just ‘set up your CRM’ and let you work it out alone. We first discover your business goals, challenges, team and customer expectations. Only then do we design a solution that will give you results today and scale with you in the future.
Legacy systems are often slow, disconnected and admin-heavy. Compliance requirements such as KYC and high customer expectations add pressure.
How Simpala helps
One 360-degree view for a connected banking experience. Offer customers personalised recommendations, complete sign-up and compliance in one location, and set up agents to handle customer service requests such as transaction disputes.
Drawn-out paperwork and admin take you away from spending time with customers, advising and identifying new revenue opportunities.
How Simpala helps
With a specialist financial services solution, your team can model households and relationships, track investments and plan portfolios in one centralised location. Boost productivity and client trust in the long-term.
Policies, underwriting, renewals and claims are admin-heavy processes. Your team would prefer to spend more time with customers and less time on paperwork.
How Simpala helps
Track full policy lifecycles in one place. Connect underwriting, claims, sales, service and marketing teams to improve customer retention, streamline claims handling and identify upsell opportunities.
As you scale, you need processes and automations that suit your innovative approach, whilst maintaining compliance and supporting growth.
How Simpala helps
We believe in building for the future, with a scalable solution that is already prepared for your growth. A 360 view of your customers, combined with AI insights, helps you expand customer opportunities, reward loyalty and improve account referrals.
Natasha Mackintosh
Business Operations, BDH Sterling
Reduction in operational risk through effective data and compliance handling and auditable trails.
Automated monitoring that tracks compliance and suspicious transaction activity.
360-visibility across customers, their accounts, financial circumstances and compliance.
Integrate core, 3rd party financial and ERP platforms.
With a full customer view, identify ways to support your customers and increase revenue.
Agentic AI integrations that speed up and improve customer service, including transaction disputes and ordering new cards.
Your business goals and culture dictate our project: there’s no one-size-fits-all. So, before we touch any technology, we take the time to understand your entire business.
We work with you throughout the project. We deliver straight-talking advice and thoughtful recommendations, designed to help your financial organisation see real results, fast.
Designed for your challenges, this solution handles compliance, complex customer requirements and long-term relationship management. It puts your customer at the heart of your service to build trust and empower teams.
The backbone of your central operating system: Sales Cloud underpins everything you do. Enhance efficiency, improve sales performance and gain real-time insights into your sales pipeline.
Easily manage customer enquiries and complaints with this leading tool. Communicate via multiple channels, and give your team a single source of the truth to ensure a smooth customer resolution.
Predictive, generative and now agentic. Integrating AI into your processes enables you to scale support without increasing headcount, 24/7, just when your customers need you.