Salesforce For Financial Services Transform Your Practice

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Tired of losing clients to competitors? Struggling to manage your current clients effectively? Finding it hard to nurture your leads?

In today’s financial landscape, 67% of clients switch advisors due to poor service responsiveness. While you’re buried in paperwork and compliance documentation, your competitors are growing AUM through automation. Simpliigence transforms how financial firms use Salesforce, turning 6-hour compliance tasks into 15-minute workflows.

Financial Services

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The Costs of Staying Behind

3+ hours daily lost on manual compliance documentation

42% of client calls missed due to scattered data

$50K+ yearly on admin staff doing data entry

35% of prospects lost due to slow follow-up

5+ separate systems causing data chaos

How We Transform Financial Firms

Compliance Automation
  • Reduce SEC documentation time from 30 minutes to 2 minutes per client
  • Automatic audit trails for every client interaction
  • 100% compliance accuracy across 15,000+ client accounts
  • Save $45,000 annually in compliance staff costs

 

Integration Expertise
  • Connect 20+ financial tools in one platform
  • Reduce data entry by 90% through automation
  • Real-time portfolio data sync across systems
  • Single client view across all departments

 

Client Journey Optimization
  • Cut client onboarding time from 2 weeks to 2 days
  • Capture 85% more referrals through automated tracking
  • Convert 40% more prospects with instant follow-ups
  • Track $2B+ in AUM through unified dashboards

 

Ongoing Excellence
  • 99.9% system uptime
  • 15-minute response time for urgent issues
  • Quarterly optimization reviews
  • Proactive compliance updates

 

Why Top Financial Firms Choose Simpliigence

Real Pain Points We Solve:

✓ "I Spend more time on Paperwork than with Clients"

Our automation cuts admin work by 70%

Advisors gain 15+ hours weekly for client meetings

✓ "We keep missing follow-ups and losing prospects"

Automated nurture captures 43% more leads

Never miss a follow-up with AI-driven reminders

✓ "Compliance audits are a nightmare"

Generate audit reports in 5 clicks

Zero violations across 10,000+ accounts

✓ "Client data is scattered everywhere"

Unite 20+ systems in one dashboard

360° client view from one screen

Success Metrics from Our Clients:

Get Ahead Of Your Competition Schedule Your Free Consultation Now!

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