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Elevating BFSI Excellence with Apexon’s Innovative Salesforce Solutions

Elevating BFSI Excellence with Apexon’s Innovative Salesforce Solutions


Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses of all sizes to manage their customer interactions and relationships. Salesforce is particularly well-suited for the banking, financial services, and insurance (BFSI) industry, as it offers a wide range of features and solutions that can help BFSI companies to improve their customer service, increase sales, and streamline their operations.

Unique Take on Salesforce

Salesforce can help BFSI companies to:

Create a unified view of the customer: Salesforce integrates with a wide range of enterprise systems, allowing you to create a single view of each customer across all touchpoints. This enables your enterprise to provide a more personalized and seamless customer experience.

Automate business processes: Salesforce can be used to automate a wide range of business processes, such as lead generation, customer onboarding, and loan processing. This can help you to improve your efficiency and productivity.

Gain insights into customer behavior: Salesforce provides a wealth of data and analytics that can help your organisation to better understand your customers and their needs. This information can be used to develop more targeted marketing campaigns and improve product development.

Salesforce is more than just a CRM platform. It is a powerful tool that can be used to transform the way BFSI companies operate.

Apexon’s Salesforce Offerings

Apexon is a leading Salesforce partner that specializes in helping organisations to implement and use Salesforce to its fullest potential. Apexon offers a wide range of Salesforce services, including:

  • Salesforce implementation and integration: Apexon can help you implement Salesforce and integrate it with their existing enterprise systems.
  • Salesforce customization: Apexon can customize Salesforce to meet the specific needs.
  • Salesforce training: Apexon offers a variety of Salesforce training courses to help your employees learn how to use Salesforce effectively.
  • Salesforce support:Apexon provides ongoing support to continue to evolve your engagement strategy.

In your search to implement Salesforce within your technology stack, Apexon accompanies you in each process guaranteeing effective adoption.

Retail Banking: Pioneering Customer Experience

Customer experience is a determining factor for the success of any company. That’s why Apexon prioritizes tools that ensure your customers are satisfied:

  • Lead & Referral Management: Streamline customer engagement and convert leads into long-term relationships.
  • Digital Account Opening: Embrace the digital age with hassle-free, secure account creation.
  • Guided Customer Onboarding: Smooth onboarding experiences, ensuring a strong foundation of trust.
  • Single View of All Interactions: Unified data for better customer insights.
  • Omnichannel Contact Center: Engage customers seamlessly across multiple channels.
  • Loyalty Program Management: Reward customer loyalty effectively.

Lending: Empowering Financial Decision-Making

  • Digital Account Opening/Onboarding: Elevate lending processes with secure and efficient digital onboarding.
  • Loan Origination Guided Experience: Simplify the complex loan origination process.
  • Automate Loan Forbearance: Proactively address customer needs with automated solutions.
  • Cross-Sell Opportunity Management: Identify and capitalize on cross-selling opportunities.

Customer Journey Automations: Tailored Excellence

In the realm of customer experience, the mantra is personalization. Imagine creating a unique path for everyone that interacts with your brand, ensuring that every touchpoint is customized to their preferences and behaviors. By integrating event and data-driven engagement strategies, businesses can harness the power of information to interact with customers in a more effective and personally relevant way.

Empowerment is also a cornerstone of modern customer journeys. Through customer enablement and education, brands can provide the knowledge and tools customers need to make informed decisions, enhancing satisfaction and loyalty. Moreover, precision marketing and insight tracking are critical; they enable businesses to dissect and understand customer interactions, helping to refine marketing strategies and create smarter campaigns.

These automations don’t just drive sales; they foster a sense of excellence in every step of the customer’s journey with the brand.

Wealth Management: Nurturing Prosperity

  • Onboarding Advisors & Clients: Efficiently onboard new advisors and clients.
  • Practice Management & Retention: Foster stronger client relationships and retention.
  • Campaign Management: Launch effective marketing campaigns.
  • Set a Fee Structure: Create flexible and client-centric fee structures.
  • Client Account Management: Streamline account management.
  • Renew, Cross & Upsell: Identify opportunities for renewals and upselling.

Insurance: Empowering Customer Choice

Here’s how the industry is transforming to prioritize customer choice and enhance service delivery:

  • Omnichannel Experience: Offer insurance services seamlessly across all channels.
  • Standardized Self-Service Workflow: Simplify claims and self-service for clients.
  • Innovate New Products with Tailored Coverages: Develop unique insurance products.
  • Proactive Outreach with Value Added Info Based on Needs: Reach out to clients with relevant information.

In the dynamic world of insurance, the focus is shifting towards empowering customers with more control and convenience.

Mortgage: Seamless Home Financing

  • Guided Residential Loan Applications: Simplify residential loan application processes.
  • Document Tracking & Approvals: Efficiently handle documentation.
  • Workflows for Underwriting: Streamline the underwriting process.
  • Mortgage Tasks and Activity Tracking: Track all mortgage-related tasks and activities.

Operational Efficiency: The Power of Customer 360

Known as Customer 360, this approach is about capturing and uniting every strand of customer data to unlock unprecedented insights.

  • Customer 360 Unified Profile: Harness the full potential of unified customer profiles.
  • Connect Customer Data from all Enterprise Sources: Ensure no data silos hinder your understanding of the customer.
  • Data-driven Interactions: Use data to power personalized interactions.
  • MuleSoft & API Integrations: Seamlessly integrate Salesforce with your existing systems.

By building a unified customer profile, organizations can get a full-spectrum view that drives smarter, more strategic decision-making.

Tactical Offerings: Elevating BFSI Excellence

  • Connect Customer Data from all Enterprise Sources: Break down data silos to enhance decision-making.
  • Unified Customer 360° Profile: A complete, real-time view of your customers.
  • Data-driven Interactions: Create personalized customer journeys.
  • MuleSoft & API Integrations: Seamlessly connect your systems.

Case Studies

Here are a few examples of how Apexon has helped BFSI companies to use Salesforce to achieve their business goals:

  • Apexon helped a major bank to reduce the time it takes to open a new account from 10 days to 1 day.
  • Apexon helped a leading insurance company to automate its claims processing process, resulting in a 20% reduction in processing time.
  • Apexon helped a wealth management firm to develop a more targeted marketing campaign that resulted in a 15% increase in leads.

All this results not only in more effective processes, but also in a more satisfactory customer experience, and therefore, in an increase in sales and greater attraction of new users.


Salesforce is a powerful tool that can help BFSI companies to improve their customer service, increase sales, and streamline their operations. Apexon is a leading Salesforce partner that can help you implement and use Salesforce to its fullest potential. If you are looking to improve your business results, Salesforce is a great solution to consider.

At Apexon, we are committed to pushing the boundaries of what’s possible in BFSI. Our Salesforce capabilities are more than just a suite of solutions; they are the driving force behind innovation, efficiency, and, ultimately, the success of our clients in a dynamic and competitive market.

In this era of digital transformation, whereexcellence is non-negotiable, Apexon’s Salesforce solutions are the game-changer you’ve been seeking. It’s not just about keeping pace with change; it’s about leading the change.

Ready to embark upon a journey of innovation? Reach out to us, and let’s explore how Apexon can elevate your operations, customer experiences, and market presence.

Interested in our BFSI Services?

Contact Apexon +1 408-727-1100

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