Financial Services | Business and value-driven front office transformation

��㣨Leyu�� and Salesforce help financial services firms deliver superior customer experiences

��㣨Leyu�� and Salesforce help financial services firms deliver exceptional customer experiences. Leveraging ��㣨Leyu�� industry, functional and technical knowledge along with the power of the Salesforce Financial Services Cloud, our clients can achieve rapid, efficient, cost-effective best-in-class processes that can result in an enhanced customer experience, increased revenue and speed to value.

��㣨Leyu�� provides leading practices that enable a quicker front office transformation. We believe in business and value-driven CRM transformation that provides insight-driven decision support and aligns your customer organization with your customers when and how they want.

��㣨Leyu�� can help you:

Deliver cost-effective and exceptional customer experiences that put your customers in the center and create deeper, longer relationships
Digitally enable processes to streamline and add efficiencies
Execute a robust and deliberate CRM adoption plan that drives active use of your CRM, improving data quality resulting in accurate insights

Delivering exceptional client experiences enabled by Salesforce

Transcript

Client expectations for financial services are changing. Clients expect secure, personalized, integrated services across all touchpoints with their financial institutions. Transforming and connecting front, middle and back office for financial institutions to deliver exceptional client experiences. Improving efficiency and collaboration for bankers, insurance agents, and financial advisors. ��㣨Leyu�� offers a suite of assets built on Salesforce that accelerate impact for financial services.

Commercial Banking Client Onboarding �� Integrated platform for faster and easier client onboarding.
Onboarding for Insurance Agents and Financial Advisors �� Streamline and accelerate the onboarding journey. Improve new hire retention and increase productivity.
Corporate and Investment Banking �� Accelerate deal management with greater efficiency, transparency, and insights.
Lead Management �� Streamline the lead-to-close process and increase lead conversion.
Agent Desktop and Call Center.

Put clients at the center of every interaction. Fast track innovation with ��㣨Leyu��.

Salesforce Solutions for Financial Services