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Financial services powered by salesforce

 

Innovation for wealth Management and banking

The financial services industry demands efficiency and excellence. At Ascend Technologies, our Salesforce solutions empower financial institutions such as banks and investment firms to succeed. We offer tailored Salesforce solutions to enhance client relationships, increase efficiency, and ensure compliance. Our projects are customized to address the specific challenges faced by financial organizations.

Discover how our Salesforce solutions can give you a competitive edge in the financial services industry, helping you navigate regulatory requirements and achieve business growth.

WEALTH MANAGEMENT 

Accelerate your pipeline and create a world-class customer and advisor experience with the Salesforce platform.

BANKING

Automate your banking processes and create operational efficiencies to deepen relationships with digitally driven experiences. 

successful Salesforce projects completed

customer satisfaction

Salesforce certifications completed

Client success Stories

(5/5)

"Our experience with Ascend has been top-notch, and as always we appreciate the commitment to engineering excellence combined with long-term supportability for our full-time staff. It's a differentiating characteristic with this organization, every individual we've worked with invests in solutions that you can be proud of and they can be proud of. Should you find yourself facing a daunting Salesforce initiative, these professionals will get you results that matter and will cohesively evolve with your success over time."

Wealth Firm Grows with Financial Services Cloud

Investment advisor firm chooses Ascend Technologies to implement FSC data model and build connection to Orion

manufacturing_ee2d28Financial Services | Wealth Management
employees_ee2d2850-200 Employees
region-location_ee2d28
Midwest

Challenges

  • Inability to resolve increasing technical debt
  • Insufficient resources to manage large amount of custom code
  • Absense of advisor visibility into client household data
  • Lack of positioning for sustainable growth
  • Ineffective data with multiple systems of record

Solution

  • Migrated from Sales Cloud to FSC data model
  • Provided best practices for in-house dev team to maintain FSC
  • Strategized with internal team to reduce technical debt
  • Implemented key managed packages for Orion, Conga, etc.

Outcome

  • Minimized technical debt and increased relevant data
  • Equipped advisors with increased view of client household data
  • Simplified and streamilned key metrics reporting
  • Improved ease of management with low-code Financial Services Cloud
  • Positioned for sustainable future growth

Ascend Equips Agile Teams

Ascend helps equipment financer build an agile team that delivers innovation for their customers

manufacturing_ee2d28Financial Services | Commercial Equipment Financer
employees_ee2d28500-1,000 Employees
region-location_ee2d28
Midwest

Challenges

  • Shortage of support team members
  • Lack of unique skillsets in Sales Cloud, Service Cloud, Experience Cloud, Lightning Web Components and integrations
  • Inability to execute on digital transformation
  • Difficulty staying competitive in a commodity market through continuous improvement

Solution

  • Assembled a skills matrix with stakeholders
  • Established a rigorous evaluation process for developers and administrators
  • Sourced a select group of experienced candidates and facilitated interviews

Outcome

  • Staffed multiple critical members of the client’s first agile team
  • Provided expertise on several Salesforce Cloud solutions that were lacking internally
  • Brought years of financial services experience to guide them on creating a competitive strategy

schedule a free consultation

If you are looking for an experienced Salesforce team that understands your industry, technology, and successful execution, fill out the form to set up a free initial consultation.

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