top of page
financiial serviices.jpg


Whether it is banks, health and life insurance companies, investment companies, finance and leasing companies or pension funds - financial activities are of vital importance for the development of the economy. 

Financial institutions are required to improve their risk management and the transparency of information provided to customers. 

A customer's financial needs are constantly changing. 

Thus, Cloud Sylla will help you to automate your customer follow-ups in order to keep you informed of the evolution of each customer's situation thanks to personalised and automatic tools. 

 You will be able to have a 360° view of your customers, generate automatic leads, get information on payment defaults to reduce risks and fraud...




Here are some other key points:

-data structuring

-traceability of exchanges 

-scheduling of appointments 

-easy account entry 

financial service img.png
Bankers can track investments and deal pipelines with powerful opportunity management capabilities, while investor relations and client services teams welcome new customers.
They will be able to:
-Track commercial lending activity
-Comply with regulatory changes in consumer and mortgage lending. 
-Gain insight into financial accounts: integration of assets and other resources.

 Insurance companies will be able to create customer spaces, interact with policyholders in a dynamic way, and anticipate and deal with risks: attribution, fraud, behavior, etc. This will allow policyholders to be more autonomous. Salesforce makes it easier for insurance providers to create quotes and process claims faster

bottom of page