Financial Services Cloud

Industry Pain Points

Challenges in Philippines Financial Sector

What’s Holding Institutions Back?

As the financial landscape in Philippines is changing at a rapid pace. With the digital banks on the rise and updated and stricter compliance standards, all the financial institutions are obligated to adapt to new changes.

However, many institutions are still dependent on the traditional system and struggle to deliver a seamless digital experience, resulting in the following challenges:

  • Delayed or slow onboarding
  • Disconnected customer data
  • Compliance and regulatory challenges
  • Inconsistent customer experience

These issues slow down the growth and innovation within the sector. Financial institutions need to modernize their systems and adopt integrated digital solutions to ensure agility and enhance customer satisfaction.

Industry Evolution

Adapting to a New Financial Landscape

Digital-First Approach

Modernize traditional systems to meet the unique expectations of today’s tech-savvy customers.

Enhanced Customer Experience

Build meaningful and consistent interactions with your valued customers across all digital touchpoints.

Data-Driven Decisions

With FSC you can use analytics to forecast the needs of consumers and craft proactive financial solutions.

Secure Cloud Infrastructure

You can protect all your sensitive data with enterprise-grade security and compliance with FSC.

Seamless Collaboration

Empower your teams with integrated tools that can improve the overall productivity and promote transparency.

Continuous Innovation

Stay ahead of industry shifts through adaptable and future-ready technologies.

Corporate Business Partner

Your Partner in Smarter, Faster, Next-Gen Growth

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Why Financial Services Cloud

Over the years, Salesforce Financial Services Cloud (FSC) has helped many businesses and financial institutions to modernize their processes on how they connect with their client, manage their relationship with both clients and customers and ensure optimum operational efficiency to drive higher results.

  • Unified Customer View:- Gain a holistic view of every customer’s financial journey across various industries to make informed and customized decisions.
  • Intelligent Automation:- You can automate onboarding, approvals and service workflow to reduce the overall turnaround time and operational cost.
  • Personalized Engagement:- With FSC, you can deliver insights, recommendations and the best action plan in a timely manner that can strengthen relationships.
  • Compliance and Security We adhere to Philippine financial regulations with Salesforce’s trusted security framework, protecting every transaction and interaction.
  • Data-Driven Insights You can leverage AI to identify new trends, forecast opportunities and make smarter financial decisions that can drive business growth.
  • Seamless Collaboration Connect with teams across departments and improve communications, transparency and customer experience in one platform.

Industry Solutions Tailored for Philippines

Salesforce Financial Services Cloud allows financial institutions across Philippines to create and comply with regulations and deliver secure and digital experiences for every customer.

  • Retail Banking:- You can modernize digital and branch operations with consolidated customer data, faster onboarding and personalized engagement to build long-term relationships.
  • Wealth Advisory:- Enable investment planning based on goals and manage portfolios that are aligned with the growing middle-class investor segment.
  • Insurance Service:- To provide faster claims processing, better policy servicing and improved customer satisfaction, you can equip your agents and brokers with mobile tools.
  • Digital Lending:- With FSC, simplify the digital lending process, automate KYC verification in compliance with BSP guidelines and speed up approvals instantly.
  • Microfinance Solutions:- Support inclusive growth by helping rural banks, cooperatives, and microfinance institutions manage members, savings, and loans efficiently.
  • Capital Markets:- With FSC you can enhance reporting transparency, portfolio analytics, and client engagement to attract both local and overseas Filipino investors.

Expertise That Powers Transformation

At CodM Software, we empower financial institutions to boost digital transformation through Salesforce. As a Salesforce Ridge Consulting Partner, our certified experts in Financial Services Cloud (FSC) deliver scalable, compliant and high-impact solutions across all industries.

  • Modernize legacy systems You can replace outdated infrastructures with agile, cloud-based solutions that enhance performance and scalability.
  • Design seamless customer journeys You can create unique and personalized experiences for each customer across every touchpoint to boost satisfaction and loyalty.
  • Ensure compliance and security To ensure compliance and security, you can stay aligned with evolving regulations while protecting sensitive customer data through robust security frameworks.
  • Maximize ROIOptimize operations and workflows to ensure every Salesforce investment delivers measurable business value.
  • Enhance Data VisibilityGain real-time insights through centralized dashboards and analytics to drive informed decision-making.
  • Enable Continuous InnovationLeverage Salesforce’s evolving ecosystem to stay ahead of market trends and deliver long-term growth.

Business Impact – Results that Matter

With Salesforce Financial Services Cloud, businesses experience measurable improvement in efficiency, customer satisfaction and regulatory readiness. We empower your organization to lead confidently in the evolving Philippine financial ecosystem.

  • 40% faster client onboarding through automated workflows
  • 30% boost in advisor productivity with unified client data
  • Enhanced compliance and data security with role-based access control
  • Higher customer satisfaction and retention via personalized engagement
  • Improved decision-making with real-time insights and analytics
  • Reduced operational costs through process automation and system integration

Smart Capabilities

Key Features of Financial Services Cloud

Unified Financial Profile

Achieve a 360° view of customers by bringing together banking, insurance and investment data into a single unified profile for smarter decision-making.

Intelligent Client Insights

Use real-time analytics and predictive recommendations to present the most relevant financial products that match each client’s goals and behavior.

Relationship Mapping

You can visualize household, family and business relationships to better understand influence networks and deliver advisory services with full context.

Financial Goals & Planning

FSC helps clients plan, track and achieve their wealth, insurance and retirement objectives with visibility into every financial milestone.

Compliance Automation

FSC helps reduce regulatory risk through automated KYC, AML and audit-ready processes that enforce compliance at every step of the client lifecycle.

Integrated Advisor Workspace

It boosts advisor productivity with a connected workspace offering guided workflows, task automation and real-time customer engagement tools.

Contact

Let’s Connect and Collaborate

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Address

Supertech Astralis, Plot No.1, Sector 94, Noida, Uttar Pradesh, 201301

Call Us

+91 9871717425

Email Us

sales@codmsoftware.com

Frequently Asked Questions

Salesforce Financial Services Cloud (FSC) is a CRM platform designed specifically for financial institutions. It helps banks, insurers, agencies and wealth management firms manage customer relationships, streamline operations and deliver personalized experiences through a unified, cloud-based system.

FSC enables Philippine financial institutions to modernize traditional systems, ensure compliance with local regulations and provide faster, more connected digital services to customers, all while maintaining security and scalability.

Yes, FSC can be tailored to meet the unique needs of banks, insurance providers, lending companies and investment firms, with unique features designed for each financial vertical.

FSC provides a 360° view of every customer. It helps financial institutions to provide personalized interactions, track client journeys and deliver seamless, real-time service across all channels from onboarding to retention.

Implementation time depends on the project scope and complexity. At CodM Software, we follow a structured approach to ensure timely, efficient deployment tailored to your institution’s goals.

As a Salesforce Ridge Consulting Partner with certified experts, CodM Software brings deep financial domain expertise, proven implementation methodologies and ongoing support to help your organization maximize ROI with Salesforce FSC.