Next-Gen IT Solutions For BFSI Industry
Disrupting the banking and finance industry with customer-focused solutions
Introduction To BFSI
In the digital universe, the banking, financial services, and insurance industry are standing at the cusp of a digital revolution. The evolved challenges such as satisfactory customer services, bringing operational efficiency, increasing cost-effectiveness, adhering to compliances, and others are necessary to address to stay ahead in the competition. Besides, the accelerated dependency of the customers on technology usage has made- overlooking the IT solutions no more an option for every industry.
Our banking IT solutions, IT solutions for financial services, and insurance IT solutions are designed by the team of experts wearing the customers’ lens that delivers high-quality services while meeting industry-specific requirements. The consulting services, be it Insurance Technology Consulting Services help clients in analyzing and understanding how BFSI-based Insurance software solutions help their organizations accomplish the goals for robust security, optimal operations, satisfactory customer service, and improved ROI.
We have served the BFSI domain globally with our novel IT solutions which have delighted the clients worldwide. The agile processes and methodologies allow us to meet the excellence.
Services We Provide
Consulting
Still unsure- how can BFSI-based software fill the voids and bring new opportunities to your organization? AIMDek’s business and technology consultants provide the best suggestions for IT solutions with a detailed plan that helps you achieve the targets.
Implementation
Got interested in embracing fintech solutions to leapfrog the competition? AIMDek is the right choice to get a unique BFSI solution customized to your business needs for better results. The team provides end-to-end support from custom development to implementation.
Integration
Our team helps clients with Salesforce and Microsoft solutions customization and implementation to integration and configuration services based on their business requirements. The seamless integration ensures your organization harnesses IT solutions’ capabilities
Migration
We assist the organizations looking to shift legacy business processes to digital Microsoft or Salesforce solutions. The efficient migration services ensure safe and secure data transfer from existing apps to new IT solution.
Support
AIMDek is a trusted partner of Salesforce and Microsoft services ensuring high-quality, optimal support services. The customer support team guide according to SLAs and quickly resolve the queries that come from our clients.
Why Are Fintech Organizations Giving More Credence To AIMDek?
General Solutions
Data Integration Solution
Security Solutions
Enterprise Mobility Solutions
BFSI Portal Design & Development
Our Tech Expertise
Salesforce Financial Services Cloud
- Improve onboarding Activity workflows
- Recommend the relevant Offer
- Analyzing Customer Journeys after and before transactions
- AMS Integration for 360-degree Customer View
How Is Salesforce Financial Service Cloud Turning The Table Upside Down
Game-changing Solution For Capital Markets
Custom technology integration into Salesforce Financial Services Cloud allows capital firms to enable digital-first transition, including- process alignment and operations optimization through workflow tools. The AI research tools power the bankers with access to relevant information and rich insights that are used as a strategic advantage to close the deal from anywhere. The improved collaboration and compliance capabilities ensure a seamless client onboarding process and progress tracking.
- Seize an extra Edge with an AI-based relationship discovery tool.
- Adhere to stringent compliance and Data Regulatory Requirements.
- Real-time Analytics to improve efficiency and productivity.
Unfolding Opportunities For Banking And Lending Space
The apt insights access and relevant interactions across all the communication channels (Social Networks, Mobile Messaging, and Chatbots) help the banking and lending team to better engage the customers. The banking and lending firms can analyze and prioritize customers (Via intelligent routing rules), position the lead in the sales funnel, ensure coordination among all the team members with greater visibility into customer data (From Actionable Relationship Center) through salesforce financial cloud leverage. It enhances the borrowing process with a 360-degree view of customers and so on.
- Automate lead creation from digital records.
- Automatically accommodate the regulatory changes in banking and lending.
- Set a standard in retail banking for modern customers.
- Seamlessly track the progress in the commercial lending process
- Facilitate member services for special customers based on the journey.
Taking Wealth And Asset Management Up A Notch
Ensuring transparency and trust in Wealth and Asset Management firms is like managing complex investment portfolios and customer relationship management on the same hand. With Salesforce Financial Services Cloud, the team can access the customers’ account information to the moment across the network, which enables wealth advisors to provide smart and personalized advice from anywhere. It helps Wealth and Asset Management firms to make sure every goal is met.
- Einstein-powered next best action recommendation enables personalized recommendations.
- Improved visibility into financial accounts and assets.
- Seamlessly deliver tailored advice across all the communication channels.
- Marketing automation improves the time spent on customer engagement.
- Reduced administrative work results in enhanced operational efficiency.
Microsoft Financial Service Cloud
Modernizing Banking Sector
Azure Solution
Business Central For Finance & Insurance Industry
Liferay- the digital experience software provides Liferay finance solutions for clients, advisors, and employees to engineer unmatched experiences for your customers. Various portals are built by Liferay for finance companies to adapt to unique processes and overcome challenges.
Client Portal is a self-service customer portal that’s designed to attract, serve, and engage the customers with tailored content, reduced complexity, and streamlined checkout experiences.
Advisory Portal enables insurance agents, brokers, and partners to become more productive with streamlined workflows, cross-sell/up-sell opportunities, 360-degree view of customers data, in-context analytics and KPIs, personalized quotes delivery, and improved communication channels. It helps in building a long-lasting relationship with customers that guarantees long-term success.
