Thinqloud: Empowering BFSI with Salesforce Solutions
In today’s fast-paced digital landscape, the Banking, Financial Services, and Insurance (BFSI) industry faces numerous challenges, from stringent regulatory compliance to evolving customer expectations. Thinqloud, a Salesforce consulting partner, offers a suite of tailored solutions designed to address these challenges and drive digital transformation in the BFSI sector.
Customer-Centric Solutions
Thinqloud understands that customer experience is paramount in the BFSI industry. Our Salesforce-powered solutions enable personalized customer journeys, from onboarding to ongoing engagement. For instance, a leading Indian education loan provider partnered with Thinqloud to implement a CRM and Loan Origination platform. This solution streamlined lead management, automated data capture, and enhanced customer service, resulting in a significant improvement in first-touch response time and overall customer satisfaction.
Operational Efficiency and Automation
Thinqloud’s expertise extends to automating back-office workflows, a critical aspect of BFSI operations. A leading private bank in India leveraged Thinqloud’s services to automate various processes, including currency chest, approval notes, financial inclusion, and asset management. This automation not only reduced manual effort but also improved turnaround times and enhanced regulatory compliance.
Digital Wealth Management
Thinqloud recognizes the growing demand for digital wealth management solutions. We have successfully implemented comprehensive wealth management solution for a large private bank in India, encompassing fundraising, investment management, compliance, operations, fund accounting, legal workflows, and finance. The solution includes features like lead sourcing and nurturing, automated due diligence processes, customized approval workflows, and integration with third-party fund accounting software. Additionally, Thinqloud has implemented advisory and family office process flows, including onboarding, task assignment, interaction management, risk profiling, fee waivers, and reporting. These solutions cater to both high-touch and lite-touch advisors, ensuring personalized service and efficient operations.
Seamless Customer Onboarding
Recognizing the importance of efficient customer onboarding in the digital age, Thinqloud has developed specialized solutions to streamline this process. For an AI-based algo trading firm in India, Thinqloud implemented a CRM and customer onboarding automation system within Salesforce. This solution integrated various verification services, including mobile number, email, PAN number, Aadhar, bank cheque, and e-signature verification. By automating these processes and centralizing data within Salesforce, Thinqloud significantly reduced onboarding time and enhanced the overall customer experience.
Conclusion
Thinqloud’s Salesforce-powered solutions are transforming the BFSI industry by enhancing customer experiences, improving operational efficiency, and ensuring regulatory compliance. Their proven track record in delivering tailored solutions to diverse BFSI clients underscores their commitment to driving digital transformation in this sector.