Enhance customer experience with intelligent Digital technologies

Banking & Insurance

Develop 1-to-1 relationships, access actionable client insights and supercharge your productivity all from one connected platform

Request for PoC

Engage today’s connected clients,

and exceed their expectations

Wealth Management

The future of financial services is here. Clients today expect personalized outreach, proactive insights, and goal-based planning — delivered the moment they want it. Learn how to supercharge advisor productivity and create client relationships that last generations.
Strategy

Banking

Be the bank that customers love Retail and commercial bankers can access rich customer profiles across all products and business lines. With smart insights, employees can identify new opportunities to engage prospects, convert more leads, and create customers for life.
Strategy

Insurance

Meet the evolving needs of every policyholder Deliver outstanding service when customers need it most with omni-channel integration across social, web, email, and more — all in a single Salesforce instance.
Operations

Capital Markets

Deliver world-class service to your institutional clients The industry’s most influential investment banks and buy-side firms count on Salesforce to help them collaborate securely and streamline client engagement.
Technology

Wealth Management

The future of financial services is here. Clients today expect personalized outreach, proactive insights, and goal-based planning — delivered the moment they want it. Learn how to supercharge advisor productivity and create client relationships that last generations.
Strategy

Banking

Be the bank that customers love Retail and commercial bankers can access rich customer profiles across all products and business lines. With smart insights, employees can identify new opportunities to engage prospects, convert more leads, and create customers for life.
Strategy

Insurance

Meet the evolving needs of every policyholder Deliver outstanding service when customers need it most with omni-channel integration across social, web, email, and more — all in a single Salesforce instance.
Operations

Capital Markets

Deliver world-class service to your institutional clients The industry’s most influential investment banks and buy-side firms count on Salesforce to help them collaborate securely and streamline client engagement.
Technology

Salesforce Einstein Discovery

#Twilio @

Banking, Finance & Insurance

Customer onboarding via whatsapp
OTP via SMS and Whatsapp
Customer care with Omnichannel ( social, Voice, Text & Video )


Request for PoC

@Blueprism

in Financial Services

A combination of strategy, operations and technology. Build Live POC for identifying real time challenges and building confidence to the stake holder and echo system.
  • Customer onboarding
  • Accounts payable & receivable
  • Fraud prevention
  • Compliance & reporting
  • Transaction processing
  • Investment management
  • Reconciliation
  • DSO outstanding
  • Credit checks
  • Remittance
  • Foreign exchange
  • Data management
  • Dividend management
  • Reporting
  • Loan, credit card & mortgage applications
  • Auditing
  • Write-offs and debt management
  • Accounting journal entries
  • Collections
  • Service desk
  • Notice to close
  • Internet application Processing
  • Quote through to pay
  • Procure and partner Management
  • Accrual booking

  • Customer onboarding
  • Journal Entries
  • Product revenue accounting
  • Payroll management
  • Reconciliations
  • Consolidations
  • Period End closures
  • Fixed asset accounting
  • Direct and indirect tax management
  • Auditing
  • Transaction processing
  • Vendor management
  • Data management
  • Loan management
  • Credit management
  • Credit card blocking and unblocking
  • Clearance and deferments
  • DDA’s
  • Service desk management
  • Application integration between legacy and new systems
  • Contract management
  • Sales and purchase order management
  • Internet application processing

@Blueprism

Insurance

A combination of strategy, operations and technology. Build Live POC for identifying real time challenges and building confidence to the stake holder and echo system.
  • Policy admin
  • Claims Management
  • Price comparison
  • Redemption processing
  • Underwriting
  • Fraud detection
  • Product administration
  • Bulk recoveries
  • Reporting
  • Sales support
  • Broker CUE
  • No claims discount Credit
  • Card payment
  • Administration
  • Debt recovery
  • Funds transfer
  • System data
  • Synchronization
  • Resolve account data
  • mismatches
  • Deceased notifications
  • Sales lead management
  • Bulk payments

  • Customer onboarding
  • Journal Entries
  • Product revenue accounting
  • Payroll management
  • Reconciliations
  • Consolidations
  • Period End closures
  • Fixed asset accounting
  • Direct and indirect tax management
  • Auditing
  • Transaction processing
  • Vendor management
  • Data management
  • Loan management
  • Credit management
  • Credit card blocking and unblocking
  • Clearance and deferments
  • DDA’s
  • Service desk management
  • Application integration between legacy and new systems
  • Contract management
  • Sales and purchase order management
  • Internet application processing

Case Study & Use Cases

Explore the Digital innovations at Freezone & Properties

Customer Digital Onboarding




Strategy

Daily reconciliation and closing using Robotic



Operations

Explore

Enabling intelligent customer 360 view, better decision making with trusted data and seamless experience with intelligent interface.

Digital Transformation Consulting

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Intelligent automation is a combination of RPA AI, Digital components.

Intelligent Digital - Proof Of Value

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Deliver smarter, personalized and more predictive customer experiences using intelligent Sales, marketing and Services automation with the power of AI.

Enterprise Operational CoE