SALESFORCE CONSULTING PARTNER FOR FINANCIAL SERVICES

Comnexa are certified Salesforce experts, we help businesses like yours leverage the power of Salesforce. Delivering tailored solutions that drive growth, enhance efficiency, and streamline your operations.

Tailored solutions for Financial Services

Comnexa is well-positioned to help our clients navigate a landscape marked by intensified regulatory scrutiny, evolving customer expectations, and the emergence of innovative market players for two reasons: our pedigree and our experience.

On the pedigree front, we were founded in 2016 and are one of the first Salesforce consulting partners globally to receive the Financial Services Cloud accreditation.

In terms of expertise, our team has a background in finance and accounting which we leverage in every client engagement.

Comnexa were able to work at our speedy pace and get Salesforce implemented into our business on a short timeline of 30 days.

Naomi Rive, Co-Founder and Group Director, Highvern

SUPPORTING CUSTOMERS IN

Wealth & Asset Management

Comnexa provides financial advisors with a holistic view of their clients, enabling greater portfolio optimisation, and transparent client relationship management, helping to break down silos and improve efficiency.

Insurance

We provide intuitive and automated insurance solutions that minimise risk and maximise customer satisfaction. Our approach strengthens client relationships and improves advisor productivity while supporting regulatory compliance.

Banking

Comnexa helps banks simplify transactions, enhance customer experience, and boost operational efficiency. We deliver an intelligent, shared view of real-time customer data and insights, uniting teams across your organisation.

Lending

Comnexa facilitates data-driven lending decisions, streamlines loan origination processes, and ensures regulatory compliance. With our solution, lenders can enhance their efficiency, minimise risk, and maximise borrower satisfaction.

Offshore Private Wealth & Corporate Services

Originating from the Channel Islands, Comnexa has successfully partnered with numerous offshore fund, trust, and corporate service providers. Utilising Salesforce, we have helped businesses simplify client onboarding, enhance intermediary relationships, and bolster data management, particularly after mergers and acquisitions.

Fintech

We offer innovative tools that streamline processes, digitalise end-to-end routines, increase productivity, and enhance financial security. Comnexa works with Fintech companies across lending, payments, money transfers, asset management, and more to seamlessly integrate diverse platforms, optimising processes, and consolidating data.

COMMON INDUSTRY CHALLENGES

Complex, Manual Onboarding

Lengthy and intricate onboarding processes often result in lower conversion rates. Gathering information, uploading documents, and collecting digital signatures can slow operations and frustrate customers. With Comnexa, you can streamline these tasks into a seamless, automated workflow that enhances the customer experience.

Disconnected Data Silos

Fragmented data across multiple back-office systems leads to inefficiencies and limits visibility across your organisation. Our solutions break down silos, ensuring your teams have a unified, real-time view of client data—boosting collaboration and driving better business outcomes.

Inefficient Workflows

Manual processes and outdated systems hinder operational efficiency and introduce the risk of errors or data loss. Automating workflows with Salesforce improves accuracy, accelerates operations, and frees up your teams to focus on high-value activities.

Proactive Compliance Management

Compliance should start at the first touchpoint, not after onboarding. Our approach embeds compliance into every stage of the customer journey, reducing risk and ensuring regulatory requirements are met from the outset.

Standardised Processes for Scalability

Relying on legacy processes can create inconsistencies and strain operations as your organisation grows. We help you implement structured, repeatable workflows that ensure consistency and scalability, driving efficiency across your entire financial services lifecycle.

Safeguarding Key Business Relationships

Sales professionals often keep their contact lists fragmented across spreadsheets, making it difficult to retain critical relationships when they leave. Our Salesforce solutions centralise client information, ensuring your organisation retains and nurtures valuable connections even through personnel changes.

SOLUTIONS TAILORED TO YOUR NEEDS

Client Onboarding

Forget grappling with protracted and intricate onboarding procedures. Achieve one unified workflow – gathering information, uploading documentation, and collecting digital signatures becomes easy.

360 Customer View

Gain a comprehensive understanding of your customers by accessing and viewing a wealth of data, including for example their financial records, accounts and household information. In addition, you can see any connections, goals, and customer interactions.

Customer Portal

All the essentials are consolidated within one cohesive platform. This comprehensive hub encompasses everything from contracts and master data to highly sensitive information, ensuring convenient and efficient access for all.

KYC / Compliance

Benefit from robust KYC capabilities and compliance features, ensuring trust and regulatory adherence. Verify customer identities and maintain compliance effortlessly, enhancing security and peace of mind.

Back End Integration

In order to facilitate seamless and secure communication with your customers, we establish a direct link between Salesforce and your backend systems. This enables the secure transmission and management of sensitive customer data through protected interfaces.

Replace Multiple Systems

Designed for scalability and facilitating business growth, our system seamlessly integrates with any API-enabled solution, ensuring that your critical data is effortlessly distributed to where it’s needed most.

Reduced Operational Risk

Mitigate the risk of cybercrime, communication breakdowns, errors, and compliance lapses, effectively averting the potential hazards that could undermine the stability and security of your business.

Clear Processes

Elevate your operations to new heights. Harness the power of automation, well-defined processes, and enhanced transparency for your entire team, making the path to winning, onboarding and managing clients more accessible than ever before.

OUR CLOUD RECOMMENDATIONS FOR FINANCIAL SERVICES

I want to...

Acquire new customers effortlessly

Sales Cloud is your key to boosting new customer acquisition and sustaining sales growth.

Utilise lead, contact, and opportunity management features in Sales Cloud to close more deals and enhance productivity. Real-time reporting and dashboards enable you to stay on top of your business data from anywhere.

Enhance customer service

Provide your customer service representatives with the necessary resources to deliver exceptional and streamlined service.

With Service Cloud, access critical account data instantly. Address claims and inquiries promptly, as all pertinent information is readily accessible.

Elevate financial services

Salesforce’s Financial Services Cloud, ensures your clients receive swift, efficient, and seamless financial solutions.  
This comprehensive platform offers instant access to essential information, simplifying account management, portfolio optimisation, and more. With real-time insights available at their fingertips, your financial advisors can deliver top-notch service, eliminating tedious paperwork and lost data.

Unlock marketing personalisation

Transform customers into devoted fans with tailored marketing that ignites their passion.

Our capabilities span from custom newsletters to personalised product recommendations and engaging social media strategies. Embrace powerful automation features, dynamic content, an intuitive user interface, and unified data management for enhanced operational efficiency.

Harness AI’s potential

Einstein Analytics offers a platform for unlocking the full capabilities of artificial intelligence, like early trend detection.

AI technologies enable intelligent assessment, to gauge customer relationship longevity and churn risk, enhancing retention through tailored actions. Making decisions driven by data has never been more straightforward!

Support your customer service efforts with smart chat bot assistants. Your team only needs to step in for more intricate situations, as the technology handles simpler queries on your behalf.

Tailor B2B customer engagement

Unify sales, service, marketing, and IT data within your organisation through a single IT platform.

Your clients take precedence as the integrated services and APIs seamlessly link with the CRM. This enables you to create intelligent global interactions, such as webinars.

Utilising Pardot, you can decide when and based on what interactions to dispatch personalised emails. Through email journeys, newsletters and messages are automatically distributed. By linking to your website, you can also pinpoint and assess potential clients in their early stages.

Harmonise complex ecosystems

MuleSoft, often regarded as the API economy maestro, is the linchpin of modern integration, offering a seamless symphony of data, services, and applications.

With its Anypoint Platform, it orchestrates the creation and management of APIs, unifying diverse systems across cloud, on-premises, and hybrid environments. MuleSoft’s prowess extends beyond API management; it connects data sources and applications, ensuring they operate as a synchronized orchestra.

In the age of digital complexity, MuleSoft remains the conductor, transforming the dissonance of disconnected systems into harmonious integration, thereby unlocking the full potential of data and applications for organisations in the digital era.

SUCCESS STORIES

Building a CRM, pipeline and marketing solution for Highvern, a fiduciary & fund business

SPEAK TO US

We help businesses like yours leverage the power of Salesforce by delivering tailored solutions that drive growth, enhance efficiency, and streamline your operations.