Salesforce CoE
We are an accredited Salesforce Partner specializing in financial services and wealth. We offer consulting, custom development, managed services, and integration.
With over 25 years of global experience in the industry, we understand financial services deeply.
Intellect has proven capabilities with leading experts in Salesforce implementations for the finance industry.
Why use Intellect for your Salesforce implementations?
We delivered one of the world’s fastest Salesforce rollouts to 10k users in the UK’s largest investment advisor firm.
We are the #1 Salesforce provider for wealth management in the UK.
With over 25 years of global experience across the financial services industry, we have a deep knowledge bank from over 100 financial service and wealth domain experts who will accelerate and enrich your salesforce implementations.
We use agile methodology to deliver Salesforce projects, and have extensive complementing skills which positions us uniquely to help our customers in the financial services domain. We can supercharge your projects by leveraging Mulesoft to build experiences connected by APIs, Snowflake to build and engage your data ecosystem, Talend for data integration, and much more.
How our services support your Salesforce needs?
We delivered one of the world’s fastest Salesforce rollouts to 10k users in the UK’s largest investment advisor firm.
Salesforce Consulting
We follow the principles of design thinking coupled with our extensive industry experience to provide you with the best possible solutions.
Custom Development
Unleash the potential your Salesforce platform offers with our experienced development team who specialize in custom development needs based on your process needs.
Managed Services
We can help maintain your Salesforce CRM on flexible terms when you need us to. Our support system is in place to ensure that there are no losses to your business continuity.
New implementations
Transitioning over to Salesforce? Are you in the early stages of your adoption and deployment?
Our implementation experts can get you up to speed with minimal investment and time commitment.
Salesforce Testing
Our Salesforce CoE comprises of technologies and certified experts with experience in managing some of the largest digital transformations in EU. Recently performed a major migration; with over 28 years of data into Salesforce to allow for the smooth decommissioning of a legacy application without affecting business continuity. Our teams worked in a scaled and agile environment to deliver multiple release cadences assuring underlying security model, configuration elements and custom build components alongside the integration via MuleSoft into the wider ecosystem of a large FTSE100 Wealth Manager.
We deliver intelligent automation capabilities with Eggplant Automation tooling to drive automated regression testing and to introduce Behavior Driven Development (BDD) activities to further automate the CI/CD pipeline for future Salesforce releases.
Some of use cases our CoE has helped our customer's overcome.
Intellect’s Salesforce CoE comprises of technologies and certified salesforce technology experts that work closely with our customers in resolving their business problems.
Some use-cases we have helped our clients with:
- Drove digital transformation through a comprehensive ‘Salesforce CRM implementation’ to one of Europe’s largest transformations in the last 20 years.
- Enabled a brand new digital channel for managing investments, retirement, banking, and protection services scaling up to 100,000 users.
- Increased productivity and overall process efficiency by building a ‘Case Management System’ on the service cloud.
- Established a ‘Digital Engagement Portal’ for direct communication from customers and support agents to resolve various customer issues swiftly.
- Improve customer experience by performing CFR by building a Salesforce CFR (Confidential Financial Review) system.
Download Case Study
Download the full case study for all four business use cases by submitting information on the required fields below.
How can we support your Salesforce needs?
We delivered one of the world’s fastest salesforce rollouts to 10k users in the UK’s largest investment advisor firm.
Financial Services Cloud
Makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect.
With an enhanced set of productivity and engagement features, advisors spend less time gathering client information and more time providing holistic, goal- based advice that puts their clients at the center of everything they do.
Service Cloud
An online customer service software solution that captures and integrates data from call centres, online help desks, communities and social media in one cloud-based application.
It enables users to automate service processes, streamline workflows and find key articles, topics and experts to support customer service agents and fosters one-to-one marketing relationships with customer
Marketing Cloud
Enables businesses to create data driven, personalised, customer journeys across multiple channels. It leverages one platform so businesses can provide a consistent, cohesive, customer experience across email, social, website, advertising and even in-store.
Experience Cloud
A platform that gives you the ability to create digital online and mobile channels to connect with customers, partners, or employees for all aspects of your business.
Recognitions and Accolades
Recognitions in both technology and services provided.
Celent, one of the leading research and advisory firm focused on technology for financial institutions globally showcasing our implementation with
St. James’s Place Wealth Management as one of the world’s best ‘automation implementations’ in wealth management.
Interested to learn more about our Salesforce solutions and how it can help your business?
Have one of our solution experts call you.
