In the modern financial landscape, customers expect seamless, opti-channel experiences. Our Financial Services accelerators excel in meeting these high expectations, providing unparalleled support to both customers and advisors, anytime and anywhere.
Experience the game-changer in financial services with Adapt IQ’s revolutionary Financial Services Accelerator featuring Customer 360. Unlock unparalleled insights and deliver personalised experiences through this cutting-edge solution. By harnessing the full power of Salesforce, Customer 360 consolidates customer data, providing a holistic view that enables you to anticipate needs, offer tailored solutions, and cultivate loyalty.
Financial institutions often struggle with complex technology estates and inefficient operating models, leading to eroded value and lack of efficiency. Compliance processes are time-consuming and frustrating for both customers and advisors, hindering customer experience and retention.
The Adapt IQ Financial Services Accelerators tackle these challenges by optimising operations, bringing tangible efficiencies. With self-service optimisation and automated compliance, these accelerators greatly improve the customer experience. By simplifying regulatory adherence, they foster loyalty, ensuring long-term customer retention and revenue growth.
Supercharge your operational processes with Adapt IQ’s Financial Service Accelerators. Streamline operations, boost efficiency, and scale effortlessly with our innovative solutions. Drive success and stay ahead in the competitive financial services industry
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Background QSix is a specialist real estate asset manager, based in the UK with offices in Germany and the Netherlands, employing over 50 professionals. With an international team of experts,…
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The Impact B2C2 accelerated client onboarding and cut down manual admin by automating compliance and risk checks directly within Salesforce. This streamlined approach improved client retention, enhanced regulatory compliance, and…
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Background Founded in 2017, AkinovA is a regulated electronic marketplace for the transfer and trading of re/insurance risk. Backed by Hiscox, MS&AD, and guided by a team and advisory board…
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Customer experience is a key differentiator in the highly competitive UK financial services sector. In this article, we focus on how Salesforce is helping financial institutions elevate their customer experience…
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An Introduction To Kind Wealth Kind Wealth is dedicated to helping families thrive—not just today, but for generations to come. As a growing organisation, they’ve built a reputation for delivering…
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Background Ballinger provide Foreign Exchange (FX) services for businesses and consumers. They are headquartered in London but operate on a global scale. They have recently closed a seed investment round…
