How to adapt & grow at a pivotal time in the industry

The financial services industry is facing its watershed moment, from banking and capital markets to investment management and everything in between. Not only is the industry more competitive than ever before, but customers’ needs are changing in real time.

With extensive expertise in the financial services industry, Incloud understands the complex processes and pain points of financial services organizations, but most important, Incloud knows how to help them evolve, remain competitive and succeed in these times of disruption.

Overcoming Financial Services Challenges

Panel Discussion : Fiancial Services Challenges 

Learning topics:

  • The shift towards self-investing and democratization
  • The rise in robo-investing and automation
  • Data and analytics
  • Digital transformation
  • Improving customer experience

If you’re curious to learn more about trends & solutions discussed by our panelists, this is for you!

EBOOK AVAILABLE ON-DEMAND

Disruption in Financial Services: How to Adapt and Grow

In this e-book, we explore and analyze five challenges in the financial services industry and identify key solutions to these challenges.

  • The shift towards self-investing and democratization
  • The rise in robo-investing and automation
  • Data and analytics
  • Digital transformation
  • Improved customer experience

Successes we had with our clients

LARGE NATIONAL BANK

  • Achieved a cultural shift to a digital-first approach by implementing a Customer-Centric CRM Solution.
  • Incloud focused on revamping sales and marketing through the Challenger Sales Model to streamline processes, and align teams with campaign automation to drive revenue growth, expand market shares, and achieve cost reduction.

WEALTH MANAGEMENT FIRM

  • Replaced ineffective CRM with Salesforce Financial Services Cloud, centralizing client communication and holdings.
  • Incloud ensured robust security, streamlined onboarding, and utilized Docusign for document management, providing personalized training.

BLOCKCHAIN COMPANY

  • Implemented a flexible digital solution for sales, addressing short-term needs with a CRM solution.
  • Incloud replaced Hubspot with Salesforce Sales Cloud, centralizing communication and holdings for a comprehensive client view, and developed reports and dashboards for tracking activities.

TEST OUR SKILLS. GET A DIFFERENT PERSPECTIVE.

ASK FOR YOUR FREE 30 MINUTES DISCOVERY CALL

This is a smart discovery call from a financial services customer journey standpoint, uncovering blind spots in your customer facing departments to generate quick wins.

QUICK WINS YOU CAN EXPECT AFTER YOUR CALL:

  • Cost per sales lead reduced
  • Sales cycle time reduced
  • Customer value increased

Trusted by Successful Financial Services Organizations