Financial Services2019-10-21T17:26:50+00:00

Financial Services

Delivering compelling customer and worker experiences that build trust.

Financial services firms in all sectors are under pressure to deliver compelling digital experiences that enable customers to manage their accounts and services securely, anytime, and on any device.

Whether it is an insurance company, REIT or investment firm, quick, secure, personalized service is critical to gaining that trust. An incomplete view of the client account, either because multiple people are working the same account without coordinating, or data for that account is stored in disparate systems, can shake client trust.

To help resolve this challenge, Rainmaker has transformed our clients’ infrastructure quickly and effectively, thereby allowing them to:

  • Quickly respond to their customer’s needs, by reducing time spent on internal tasks (e.g. creating reports, searching for paperwork, etc.)

  • Create better and more personalized marketing messages to increase prospects, customers and ultimately revenue
  • Generate more customer referrals through increased customer satisfaction and retention

  • Reduce IT spend through consolidation and integration of internal application

Want to Learn More?

Drop us a line to inquire about how we can drive efficiency and effectiveness in your Financial Services business through Salesforce.

Case Studies

Kearney & Company

Deployed company-wide improvements to case management, employee communication and productivity