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.
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.
salesforce product expertise
INDUSTRY PRODUCTS
successful Salesforce projects completed
customer satisfaction
Salesforce certifications completed
Client success Stories
Wealth Firm Grows with Financial Services Cloud
Investment advisor firm chooses Ascend Technologies to implement FSC data model and build connection to Orion
Financial Services | Wealth Management
50-200 Employees
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
Financial Services | Commercial Equipment Financer
500-1,000 Employees
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
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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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