Financial services industry proposition (cloud orca q2 2019)

Cloud Orca
Empowering Businesses Through The Cloud

Cloud Orca - Industry Proposition
Financial ServicesFinancial Services

Industry Challenges
Financial Services - Today’s Horizon

7 Industry Challenges Faced Today
Financial Services
Regulatory Compliance
The ever-changing regulatory environment poses a
constant challenge for financial institutions of all types.
Fintech Disruption
FinTech companies are formidable rivals for
customers and the cash they bring to the table.
Employee Retention
Today’s financial service companies not only find it difficult to
attract customers, but also find it difficult to attract employees.
Big & Complex Data
Big data provides huge obstacles for
financial service providers.
Customer Retention
Competition for financial service
clients has never been fiercer.
Customer Experience
CX isn’t just a word, it is one of the most important
issues facing the financial services industry.
The Digital Divide
Success in the era of digital banking means more than
having a mobile app. It means digitising your entire brand.

Industry Expertise – Financial Services
Cloud Orca - Salesforce Consulting Partner
Sub-Sectors
Experience across multiple sub-
sectors including FinTech,
Insurance and Wealth & Asset
Management
Compliance
Understand the issues faced by
FS companies and leverage
Salesforce features, like approval
processes, to mitigate these
issues
GDPR
GDPR changed the game with
what data can be held, collected
and marketed to. This provided
another layer of complexity
which is key to understand.
Data Security
Experience with encryption and
the legislation that comes with it
plus across Salesforce products
such as Shield.

Our Customers – Financial Services

Customer Solutions
Purpose build Financial Services Salesforce Solutions

Customer Solutions – Financial Services
Google Finance Charts
Leveraging the free Google API and Google Finance
charts Cloud Orca built out a robust solution to manage
structured products inside Salesforce:
• Created APEX batch class and triggers to auto-
create daily pricing ﬁles for each product.
•Linked each Structured Product to market
underlyings to track and measure performance.
•Integrated Google Finance charts which adjust
dynamically to the data which is inputted.
•Linked Structured Products to sales Opportunities
and to clients for a complete end-to-end sales
solution.

Broker Portal
Created a solution which exposed LXM broker research
for paying clients to login to a Customer Community to
download and comment on research contained in
Salesforce ﬁles:
•Slick and minimalist design using standard Salesforce
Community builder templates.
•Leveraged multiple free AppExchange apps to
enhance the Community without writing a line of
code.
•Tracked research being downloaded and enabled
customers to engage with employees on research
quality.
•Extension of the website enabled them to discard their
own built portal solution and manage everything from
Salesforce.

HMRC Integration
Migrated all historical data from a legacy SQL based
system to manage over 500,000 customer investment
policies and where applicable, communicate directly
with HMRC via API to automate the entire process.
•Investment applications automated from the website
via Pardot and upon closure a client investment policy
is automatically created.
•Policy payments directly sent to HMRC for bonus
collection.
•Annual policy statements created via Visualforce and
emailed to clients.
•Direct debits managed and reconciled via a
Visualforce report and Apex trigger.

Pardot Automation
For an annual insurance conference where prospects
would normally be created and collected manually
Cloud Orca created an automatic marketing journey
leveraging the power of Salesforce and Pardot
combined.
•Installed a free business card scanner app to
automatically import all business cards as leads.
•The Salesforce leads synced over to a Pardot
Engagement Studio programme sending them on an
automatic marketing journey.
•Autoresponder emails were sent straight from the
conference stand and follow ups created for the sales
rep who scanned the business card.

Industry Accelerators
Cloud Orca providing developer org solutions

Industry Accelerator – Financial Services
Orca Finance - Multi Faceted Finance Business
Orca Finance are a multi faceted business within the
Financial Services sector offering a variety of solutions
leveraging Salesforce functionality including:
• Person Accounts
• 3 different Opportunity Sales Processes
• Web-to-lead
• Quoting
• E-Signature
• Partner Community
• Customer Community
• Multiple custom objects including:
• ISA policy management
• Funds
• Structured Products

Products Leveraged in the Industry Accelerator
Salesforce Products
• Sales Cloud
• Salesforce Surveys
• Community Cloud (Partner Portal)
• Community Cloud (Customer Community)
• Enterprise Edition (Automation)
3rd Party Products (AppExchange Value)
• HelloSign
• Twitter
• Lightning Graphics Pack

Customer Success
Product Speciality - Cloud Orca Expertise

Product Specialty
•Sales Cloud
•Financial Services Cloud
•Service Cloud
•Field Service Lightning
•Pardot
•Community Cloud
•Quip
•Inbox
•Salesforce Shield

Cloud Orca consulting was founded on simple, yet effective values. We firmly believe in technological advancements and empowering businesses with the
tools which will enable them to be more effective, profitable and successful.
We also believe that businesses should be moral, ethical and responsible not only to the people that work for them, but throughout society as a whole. This
is something which from the start, we have ingrained into every single member of the Cloud Orca team.
We are specialists in viewing businesses from a unique perspective allowing us to carefully assess and analyse their needs and requirements. We have a
proven track record of improving businesses through the power of Salesforce and increasing efficiency and output simultaneously.
Who We Are
Global Experience
Diverse experience
across global markets
including Europe,
Africa, Asia, Australia
and USA
Commercial Understanding
Over 30 years of
commercial
understanding gives us
ultimate situational
adaptability
Expertise in the Cloud
Specialists in
understanding cloud
computing and the
benefits it brings
businesses
Ethical Business
Built on real world core
values, we approach
business in the right
way

Diversity
Socially Responsible
Equality
Technological Advancements
Teamwork
Customer Success
Core Values

Ed Rowland
Head of Functional Design
Ed has diverse global experience in consultancy,
management and business development. He is a 7
x Certiﬁed Salesforce Consultant and understands
the needs of businesses and their employees from
top to bottom. A philanthropist, Ed is also a non-
executive director of a charity.
Daré Akande
Salesforce System Architect
Daré is a Salesforce 17 x Certiﬁed Salesforce
Application & System Architect with over a decade
of experience working with the platform including
implementation across several household name
brands. A forward thinking and down to earth
individual, he takes the jargon out of technical
situations to enable optimal user understanding.
Who We Are
Tony Di Carlo
Customer Success Director
Tony has vast experience across media, television,
sports, events and broadcasting and focuses on
Cloud Orca customer success. Tony ensures that
customers receive what they expect during their
implementation and manages their fruition with the
platform and Cloud Orca by creating a product
roadmap for mutual success.

Who We Are
Salesforce Administrator
Jenni Trigg
Salesforce Administrator
& Pardot Specialist
David Wilson
Salesforce Project Manager
Kasope Solanke
Cedric Jake Ilag
Salesforce Platform Developer
Mark Mempin
Salesforce Application Developer
Jomark Labrague
Salesforce Platform Developer
Andrew Baldwin
Salesforce Advanced Administrator
HTML & CSS Developer
Vinh Nguyen

Cloud Orca - Adding Value
The Extras We Bring

Adding Value
Cloud Orca believe in a strong partnership and have key skills internally to be able to win opportunities and deliver projects in a fast and successful way. The
key USP’s to work with our sales team are:
• Engage in pre-sales early and efficiently
• Ability to demo either our org or our industry accelerator
• Avid Salesforce users and regularly use:
• Sales Cloud
• Service Cloud
• Pardot
• Engage
• Inbox
• Community Cloud
• Attend face-to-face meetings
• Up sell products to the client in phase 1 and in future phases
• Do not have managed support to always aim to up sell PSP

We approach project management in a unique and agile way as supposed to the traditional
waterfall approach. We believe that agile is key to minimising risk in Salesforce
implementation projects. Salesforce delivers a custom ﬁt CRM solution, and utilising our
solution using agile methodology will:
•Deliver incremental changes on an ongoing basis
•Save you time and money
•Lead to faster results and a faster ﬁnal product
•Allow for greater autonomy
•Give you and your team more relevant reports
•Result in a higher degree of user adoption
Jira Project Management
We will use Jira PM software to track progress. This software will enable our
project team to:
Plan - create user stories and issues and distribute tasks across your software
team
Track - prioritise and discuss your team’s work with complete visibility.
Releases - controls releases, the information you have will always be up-to-date.
Report - improve team performance based on real-time, visual data
Project Management

Cloud Orca aim to be 100% transparent with our pricing and all work we carry out for our clients. We want to deliver projects that not only meet our customers
expectations but also their budget.
We use an agile project management tool, JIRA Software, which our clients have access to so they can see in real time what key tasks we are working on, the time we have
spent and the estimated completion date.
Pricing

Current Rates
Product Price
General Day Rate £600 per day
Sales Cloud Quick Start £3,500
Service Cloud Quick Start £3,500
Pardot Quick Start £3,500
Sales & Service Quick Start £6,000
Sales & Pardot Quick Start £6,000
API Integration £1,500 (approx pricing)

As an Atlassian Solution Partner we further our offering to our
clients by utilising the product suite from Atlassian which
includes.
Jira Software - Project management software for agile teams.
Jira Service Desk - A fully featured service desk with self-
service, automation, SLAs, and CSAT reporting.
Trello - A visual project collaboration tool.
Conﬂuence - The is content collaboration software that
changes how modern teams work.
Jira Ops - One place to respond, resolve, and learn from every
incident.
Additional Services

Cloud Orca are the UK’s first official HelloSign partner. HelloSign
is an innovative digital signature application that is challenging the
other household names brands such as DocuSign.
Their offering is robust, user friendly, cost effective and integrated
seamlessly with Salesforce.
• Flexible workflows, team management, Google plug-ins, and
more.
• Sign documents yourself or request signatures from up to 20
different people in any order, or all at once.
• Add professional touches like branding, a logo, tagline, and more.
You can use templates to automate repetitive signature requests
to save time.
• Keeping documents secure and private by using SSL encryption
during file transit.
Additional Services

Cloud Orca are a certiﬁed Conga partner specialising in utilising
document generation across multiple businesses and markets.
Conga Composer is an enterprise Salesforce app that automates
manual document generation processes to make your Salesforce
users more efficient.
Conga Composer ﬁlls multiple document generation needs
throughout the customer lifecycle – quotes, proposals, contracts,
invoices, account plans and more.
With Composer, users:
• Eliminate inefficient and time-consuming document generation
and distribution process.
• Reduce costly errors by automatically creating documents,
presentations and reports from Salesforce.
• Ensure consistent branding, formatting and language for a
professional appearance.
Additional Services

Additional Services
Cloud Orca are a GetFeedback partner specialising in
implementing and integrating with Sales Cloud, Service Cloud and
Pardot.
With GetFeedback customers can build engaging, mobile-friendly
surveys in minutes. They can get started quickly with built-in
survey templates and question types and then customise every
aspect to match their brand.
With GetFeedback customers can:
• Use advanced logic - Skip questions and vary content based on a
customer’s responses
• Personalise surveys - Personalise survey greetings and language
with merge ﬁelds
• Brand control - Add brand logos, fonts, colours, and even custom
URLs

SMB Apps
In mid-2019 Cloud Orca became an AppExchange partner
focusing on developing solutions for SMB’s across the world.
Our solutions will be simple in terms of functionality, but solve
issues facing customers and admins worldwide who do not have the
budget for large enterprise apps with a subscription model from the
AppExchange.
All our apps are a one off cost making them a simple and easy
process for businesses to sign off.
Com
ing
in
July
2019!

SMB Apps - The Future
The future will be bright with many apps looking to solve solutions
simply, quickly and cost effectively over the next 12 months.
• Signature capture from mobile
• WhatsApp messaging
• Account-to-account relationships
• Orca social
• Product ﬁltering and selecting
• List view manipulation
• Admin toolkit

Contact Cloud Orca
Cloud Orca Limited
25 Luke St
Shoreditch
London
EC2A 4DS
02034 883 985
info@cloudorca.com
Company number: 11354151
VAT number: 296350380
Ed Rowland
Commercial Director
ed.rowland@cloudorca.com
07740 012 235
Daré Akande
Certiﬁed Salesforce
Application & System Architect
dare.akande@cloudorca.com
07383 996 495
Tony Di Carlo
Customer Success Director
tony.dicarlo@cloudorca.com
07870 824999

Financial services industry proposition (cloud orca q2 2019)

Financial services industry proposition (cloud orca q2 2019)

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