Financial Service Cloud
We help financial services businesses create compelling, personalized customer experiences to attract and retain customers.
We have architected a couple of successful products based on Financial services cloud in Mortgage industries for clients based on New Zealand and the United Kingdom.
We have utilized out of the box FSC features along with custom LWC development for Mortgage implementation for Brokerage firms who directly work with almost all of the top banks in New Zealand.
We have implemented both Partner portal and customer portal in Experience cloud for the FSC implementation.
Key Features implemented and tools used:
- Architected entire Mortgage process which includes objects like Residential loan applications, Assets and Liabilities, Financial Accounts, Household.
- Architected and implemented entire Security model for FSC implementation including both internal Salesforce users, Partner Portal security implementation and Customer Portal Security implementation.
- Done design and development of complex Mortgage flows which copies over data from Customer profile to Mortgage objects.
- Implemented complex Mortgage processes flows List item.
- Done project management using tools like JIRA.
- Designed and Maintained complete data modeling using Lucid chart application.
- Experience cloud – Designed and implemented Partner Portal using Partner community license and Customer community using Customer community Plus and Customer community Plus login licenses.
- Experience cloud – Designed and implemented Partner Portal using Partner community license and Customer community using Customer community Plus and Customer community Plus login licenses.