Financial Services
We Offer Extensive Salesforce Solutions For All Your Assorted Business Functions
Salesforce Services for Finance Industry
Financial institutions today face multifaceted challenges, including regulatory compliance, fierce competition, rising customer expectations, and technological disruptions.
At HIC Global Solutions, we empower financial institutions to overcome these challenges by harnessing the power of Salesforce.
With our Salesforce Implementation services for Finance, financial institutions gain a comprehensive view of their customers, empowering them to deliver personalized experiences, provide proactive financial advice, and build lasting client relationships.
Our Comprehensive Solution for Your Financial Business
- Wealth Management Solutions
Streamline and automate wealth management processes, enhance client interactions, and provide tailored investment strategies.
- Customer Relationship Management
Centralize and manage client data, improve relationship management, and provide personalized services at scale.
- Sales and Pipeline Management
Optimize sales processes, track leads, and opportunities, and drive revenue growth through efficient sales automation.
- Financial Service Cloud
Leverage industry-specific tools and features to enhance customer experiences, streamline compliance processes, and ensure data security.
- Data Analytics and Reporting
Gain actionable insights from your financial data, track performance metrics, and make data-driven decisions to drive growth.
Key benefits
- Personalized Client Experiences
- Improved resource allocation enhancing operational efficiency and reducing costs.
- Compliance and Risk Management
- 360-Degree Client View
Our Client Testimonials!
Industry-leading total talent management solutions provider helping organizations build stronger salesforce workforce solutions.
Brad Sylva
Director | ONE INC
Team HIC helped my insurance company with their befitting Salesforce solutions. They will go and quickly come up with workable solutions. They were able to understand our challenges and were communicative. The Salesforce developers at HIC have really creative ideas. It has been very helpful to have HIC for our Salesforce needs. I would get back to them for more related projects.
Mark Smilie
CEO | Worksource
We had a great Experience with HIC Global Solutions, Very good at communication, very responsive on implementing and setup of our Salesforce platform. We appreciate it and enjoyed working with them.
Justin McIntosh
Founder | Matti D
Team HIC helped HIC Global Solutions has been fantastic to work with. They are knowledgeable, professional, creative and excited about what they do. They have found solutions to our technical needs for our fashion boutique. They have exceeded my minimum expectations with their high-quality solutions. I'm very pleased with the final result that is emerging.
Jessica Vasquez
Asset Manager
The developers at HIC have sound knowledge of the Salesforce platform. With their intuitive and thoughtful solutions, I could achieve what I wanted for a long time for my real-estate firm. I am happy with the results HIC's Salesforce developers gave me. The Salesforce project was cost and time evaluated. Also, with them, you would never feel out of the loop. The team was very prompt and responsive to my queries. Overall, I had a great time with HIC. Thanks to these guys!
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