Find out why fintech organizations should use Salesforce CRM and how Salesforce consulting companies may help to optimize these benefits. Find out why finance companies choose Salesforce, from sophisticated risk management to individualized consumer experiences. Examine how Salesforce CRM can improve compliance procedures and lead conversion rates by providing simplicity, automation, and efficiency.

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BENEFITS OF
SALESFORCE CRM FOR
FINTECH COMPANIES
How are you going to get beyond these
obstacles? Fintech organisations are finding that
Salesforce, the top cloud-based CRM globally, is
among the finest options.

2. The fintech sector is expanding quickly and altering lending and investing. But rapid
expansion is not without its difficulties. Both regulatory compliance and the necessity
of data security pose substantial challenges. In addition, the sector struggles to
maintain its competitiveness while also trying to keep its current clientele. All of these
elements work together to slow down the fintech industry’s rate of expansion.
How are you going to get beyond these obstacles? Fintech organisations are finding
that Salesforce, the top cloud-based CRM globally, is among the finest options.
Introduction

3. Let us understand the advantages of Salesforce CRM for
fintech below:
Customisation is just one aspect of personalisation; other aspects include comprehending
the needs of each client, providing pertinent answers, and establishing enduring, mutually
beneficial connections. The best salesforce development services can help in establishing a
personalised experience in the organisation.
The advantages of a customised experience are infinite. Salesforce CRM is one way to
provide clients with a customised experience. Fintech businesses might benefit from using
fintech CRM software, such as Salesforce, in the following ways to provide personalised
experiences:
1. Personalized customer experience:

4. Effective Lead Management: Fintech businesses can efficiently collect, monitor, and handle
leads using Salesforce CRM. By helping to prioritise leads according to predetermined
standards, it makes sure that sales teams concentrate on the most potential prospects.
Automated Workflows: Salesforce’s automation technologies make it possible to create
simplified processes. This minimises manual labour and guarantees consistency in typical
sales procedures including job assignments, follow-up email automation, and other similar
operations.
2. Streamlined Sales Processes:

5. Risk assessment and analytics: The revenue of fintech businesses is significantly impacted
by the increasing incidence of loan defaults. An estimated 21.66%, or one out of every five
loans, are never returned.
Automated collections: Salesforce makes automated collections workflows. The system may
send out customised follow-ups, notifications, and reminders when a borrower fails to make
a payment or displays suspicious behaviour. By being proactive, recovery rates are
increased and defaults are reduced.
Predictive modelling: Loan default probability can be predicted using Salesforce’s predictive
analytics. Fintech organisations can deploy resources efficiently by taking into account a
variety of elements, such as economic indicators and payback history.
3. Smart risk management:

6. Salesforce offers a centralised platform for managing and storing client data, including
financial information. Teams may access current information from this centralised source,
which promotes cooperation and enhances customer interactions.
Salesforce can synchronise and update data in real time by integrating with several different
financial systems. Accurate and widely available financial information is guaranteed by this
integration.
4. Integrated Financial Data Management:

7. Employees in the finance sector work three hours a day on average doing repetitive manual
tasks. Employers might save time and effort by automating these tedious procedures with
Salesforce CRM. Here are some ways that financial organisations may increase productivity
and automate with Salesforce CRM.
By automating repetitive processes, Salesforce Automation streamlines intricate procedures.
For instance, the sales staff may handle leads, create quotations, and keep tabs on client
interactions using the Salesforce CRM.
5. A catalyst of automation and efficiency:

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