Areas we add value

Mortgage & Consumer Lending

Tailored solutions to streamline processes, accelerate approvals, and enhance borrower experiences, all while maintaining compliance and reducing operational costs.

Retail Banking

Leverage unified solutions for enhanced customer engagement, personalized financial services, and data-driven insights that drive growth and customer loyalty.

Member Services

Transform credit union member services into dynamic relationships. With Salesforce, we empower institutions to provide proactive member support, cross-sell effectively, and deliver a seamless, member-centric experience that fosters trust and loyalty.

Commercial Lending

Our solutions enable efficient management of complex lending workflows, risk analysis, and relationship-building with corporate clients, ensuring competitiveness in the commercial lending sector.

Financial Services Cloud for Banks & Credit Unions

Leverage Financial Services Cloud to unify customer data, simplify compliance, and provide tailored financial advice. Our expertise in this field ensures that your bank or credit union remains at the forefront of customer-centric banking innovation.

Commercial Banking

Empower relationship managers to deliver personalized services, streamline operations, and foster growth in the competitive commercial banking landscape, while maintaining strong client relationships.

Digital Branch

We help institutions create a modern, virtual banking environment, offering customers anytime, anywhere access, and a consistent, personalized journey that bridges the gap between physical and digital channels.

Managed Services

We ensure your Salesforce implementation runs smoothly. From troubleshooting technical issues to optimizing system performance, we're your trusted partner, allowing you to focus on delivering exceptional banking and lending services.

Why Salesforce Financial Cloud

For financial institutions, there will always be one constant challenge – how to foster relationships that go beyond the credit-debit, decimal-zero cycle. Merely adding more tech to their stack doesn’t help solve the roadblocks posed by budget constraints, tech and data bloat, skill gap, and backlogs. What these banking establishments and credit unions actually need is a strategic solution that enables complete empowerment of customers, members, employees, and prospects.

As pressure mounts on banking and lending units to keep up with the burgeoning tech wave, those who focus on delivering personalized customer experiences while automating manual processes will stay ahead of the curve.

As a premier customer Salesforce implementation partner, we help financial institutions make sense of their data and tech stack to streamline processes that elevate customer satisfaction and keep clients coming back for more.

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Benefits

Precision and speed being paramount, Salesforce Financial Services Cloud offers a comprehensive suite of tools tailored to meet the unique needs of financial institutions. Whether you are a traditional bank, credit union, or online lender, FSC can revolutionize your operations and customer relationships in the following ways:

Efficiently track deal pipelines and loans for commercial lending, reducing time-consuming manual tasks.
Meet strict security, compliance, and data regulatory requirements for mortgages and consumer lending, earning time to focus on core operations
AI-powered capabilities to deliver exceptional member services across the customer journey
Access to real-time predictive insights to establish quality customer care in retail banking

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“We hired Sumeru to restructure our conversion email campaigns. They’ve done a superb job. They provided honest feedback on processes and helped us get clarity on customer issues that weren’t identified before. This brought us outstanding results especially in our free trial campaign. Highly recommended”

- Manuela M.

Director of Growth, Tyntec

“Could not be happier with the Sumeru team. The quality of work, turnaround time, and communication were above the already high expectation. They understood our complex requirements quickly and helped us find our voice, providing us with many options (not just one version after another). Looking forward to working with them again!”

- Emanuel Mathis

Project Manager, Support Warehouse

“There is always apprehension on the part of the client to make that "final" decision to select a stranger to be entrusted with the successful outcome of your vision. But, this team delivered! 100% Great to work with, professional, responsive, they understood the need and the requirements and delivered EXACTLY as they promised”

Banking and Lending