Financial services firms face increasing regulatory pressure, rising client expectations and fragmented legacy technology. Adapt IQ implement Salesforce to bring these together, giving advisers, relationship managers and service teams a single view of the client and the tools to act on it.
Clients in financial services expect to interact across channels without having to repeat themselves. Adapt IQ implementations give advisers and relationship managers a complete picture of each client. So whether the interaction is digital, by phone or face to face, the experience is consistent and informed.
Adapt IQ’s financial services implementation includes a consolidated Customer 360 view, drawing together client data from across your organisation. This gives your teams the context they need to anticipate client needs, personalise interactions and deepen long-term relationships, without switching between systems.
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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Introduction In recent years, insurance providers have been adapting to an increasingly digital business environment. Increased competition between insurance companies is enabled by technology that allows potential customers to thoroughly…
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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…
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Background Supercede, the provider of a global reinsurance placement platform built for dealmakers, manages the complete placement lifecycle for the largest independent global network of reinsurance professionals, representing over 90…
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Background Crowd With Us is a start-up FinTech providing borrowers with mezzanine development loans financed through it’s database of investors using it’s online platform. To date, Crowd With Us has…
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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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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…
