Fragmented data, long onboarding processes, complex compliance, high customer expectations and potentially missed revenue opportunities – and that’s just a few of the challenges many finance companies face.
With a Salesforce implementation by Simpala, organisations like yours can reap the benefits of a 360-degree view of customers, data and business operations. Solutions like Financial Services Cloud are designed specifically with your business challenges, compliance requirements and customer needs in mind.
And with the latest safeguarded AI integrations, you can access data insights and recommendations that improve your team’s efforts and ultimately, customer experience.
We understand that every part of the industry has its nuances and unique challenges. From relationship mapping in wealth management, complex onboarding for commercial banks, to customer insurance claims.
At Simpala, we don’t just ‘set up your CRM’ and leave you to it. We spend time discovering what your business is all about, your challenges and long-term goals – so we can deliver a personalised solution that supports your business growth today, and as it scales further.
Legacy systems are so often siloed, each one holding different information about customers and making it difficult to deliver a quick response to customer needs, identify new opportunities and offer personalised communications.
How Simpala helps – we create a connected solution that brings together all of your current systems into one 360-degree view of accounts, products and customer interactions. Set up automated workflows, integrate AI agents for routine service requests and access insights that will support and improve business growth.
Whether it’s new business, policy underwriting, customer renewals or claims, there are many complex and lengthy parts to insurance processes that can be cumbersome to navigate.
How Simpala helps – we design a solution that tracks full policy lifecycles in one place. By connecting underwriting, claims, sales, service and marketing teams, we can help you improve customer retention, streamline claims handling and identify upsell and cross-sell opportunities thanks to full customer insights.
Advisors much prefer to spend their time with customers, advising, planning for the future and identifying new opportunities. But with that comes a lot of documentation, manual processes and admin, reducing their time on revenue opportunities.
How Simpala helps – with a specialist CRM solution, your team can model households and relationships, track investments and plan portfolios in one centralised location. We’ll enable you to boost productivity and client trust in the long-term.
Often, when scaling at speed, you can end up with early-stage systems that don’t support your growth trajectory. As you bring on more customers, you need operational processes and automations that suit your innovative approach.
How Simpala helps – we believe in building for the future, with scalable solutions that are already prepared for growth. Automate lifecycles and customer journeys, and integrate AI to get the insights you need for strong customer relations and continued growth.
You need multiple systems to do your job, and that leads to fragmented information, delays in processing applications and inconsistent communications with customers.
How Simpala helps – we connect your 3rd party systems into one complete business view. Unify customer data, automate key steps in the lending process and streamline approvals and signatories. We can help you speed up the application-to-funding process, whilst reducing the amount of admin your team handles day-to-day.
“We had a fantastic experience working with Simpala! From the very beginning, they were professional, attentive, and truly took the time to understand our vision. Their expertise in uplifting our CRM was evident throughout the project; the delivery was a success.”
—Natasha Mackintosh, Business Operations
BDH Sterling, International Financial Planning
We know that the success of any digital transformation project hinges on both your company’s appetite for change and a consulting firm’s thorough understanding of your business.
That’s why we take a holistic approach to every project – there’s no one-size-fits-all. We start with a comprehensive assessment of your existing systems, processes and operations, and discuss short and long-term goals with your leadership team and those on the ground.
We work with you to identify inefficiencies, gaps in your technology infrastructure, and opportunities for improvement. We deliver straight talking advice and thoughtful recommendations, designed to help your financial organisation make the most of your technology, rather than work against it.
Designed especially for your industry, this solution easily 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.
Enhance efficiency, improve sales performance and get real-time insights into your sales pipeline with Sales Cloud. Easily link it with additional solutions for an enhanced 360-degree view of your customers.
Improve customer satisfaction with this essential integration that enables service teams to support customers via multiple channels and with one source of the truth.
Integrate AI into your processes to make smarter, more personalised decisions and recommendations for your customers. You can even integrate external market factors, trends and regulatory changes.