Financial Services2019-05-06T22:58:20+00:00

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Financial Services

Financial Services

Wealth Managers are looking for smarter relationship with each and every client while; Institutional bankers collaborate securely and streamline client engagement; insurance companies would like deliver exception customer service and Technology leaders would like to build application faster besides ongoing needs of mitigating potential security threats, Automation of every potential process and Driving the cultural transformation in the digital age. VisionTree addresses such key strategic priorities as under

Strategic Priority

Agile Digitization

In the financial services industry, compliance and security are growing concerns and have been the major setbacks in replacing legacy practices of software development and delivery. From small trading firms to the financial industry players, big banks and exchanges, all are racing to deliver features and content to customers more quickly and opting for DevOps tools, practices and ideas to solve the problems arising in financial systems.

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VisionTree Contribution

Loans Management

Home Trust is a federally regulated trust company carrying on business across Canada, offers financial product and service alternatives, including mortgages, Visa cards, deposits, and retail credit services.  VisionTree SAP Transformation Experts configured SAP for Banking solution majorly around Loan management component in joint partnership with chief information officer led initiative to address general loan, mortgage, borrower’s note, consumer and policy loans.

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VisionTree Contribution

Employee Self Service

The ING Group is a Dutch multinational banking and financial services corporation with primary businesses are retail banking, commercial banking, investment banking, asset management, and insurance services.  VisionTree DevOps experts configured ServiceNow to build a branded portal to give staff access requisite information besides automating previously manual tasks under CIO-Led transformation initiative in ING Lab located out of Singapore.

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Strategic Priority

Connected Customers

Wealth managers are looking at managing multiple clients and households to keep track of financial goals and significant life events, and deliver personalized advice that earns lasting loyalty. On the other side, retail and commercial bankers would like access to rich customer profiles across all products and business lines. VisionTree addresses this priority with Salesforce Financial Services Cloud offering.

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Strategic Priority

Connected Customers

Wealth managers are looking at managing multiple clients and households to keep track of financial goals and significant life events, and deliver personalized advice that earns lasting loyalty. On the other side, retail and commercial bankers would like access to rich customer profiles across all products and business lines. VisionTree addresses this priority with Salesforce Financial Services Cloud offering.

Explore Service

VisionTree Contribution

Employee Self Service

The ING Group is a Dutch multinational banking and financial services corporation with primary businesses are retail banking, commercial banking, investment banking, asset management, and insurance services.  VisionTree DevOps experts configured ServiceNow to build a branded portal to give staff access requisite information besides automating previously manual tasks under CIO-Led transformation initiative in ING Lab located out of Singapore.

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Strategic Priority

Empower Policyholders

Be there for customers at a moment’s notice with SOS video chat and real-time interactions from any device. And provide additional peace of mind when they need it most with self-service capabilities for tracking claims.

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VisionTree Contribution

Source-To-Pay Automation

AIA is the largest pan-Asian life insurance company with a focus on individuals and businesses besides accident and health insurance and offers retirement planning, and wealth management services.  VisionTree SAP Transformation experts configured standardized template across 18 markets to automate the source-to-pay process using SAP Ariba solution in joint partnership with SAP Malaysia.

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VisionTree Contribution

Customer Insights

Siam Commercial Bank is leading retail and commercial banking institution from Thailand.  VisionTree Salesforce Transformation experts contributed for Salesforce Sales Cloud and Service Cloud solution implementation in joint partnership with their FinTech subsidiary, Digital Ventures, to build deep insights into customers’ needs, delivering solutions and packages that are tailor-made for people’s lifestyles.

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Strategic Priority

Greater Loyalty

Every financial advisor would like to build maximum loyalty with their client by ensuring that they guide their personalized journey every step of the way either with educational content or decisive content with unified marketing platforms to engage them and offer great customer experience to grow loyalty. VisionTree addresses that through Salesforce Marketing Cloud.

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Strategic Priority

Greater Loyalty

Every financial advisor would like to build maximum loyalty with their client by ensuring that they guide their personalized journey every step of the way either with educational content or decisive content with unified marketing platforms to engage them and offer great customer experience to grow loyalty. VisionTree addresses that through Salesforce Marketing Cloud.

Explore Service

VisionTree Contribution

Customer Insights

Siam Commercial Bank is leading retail and commercial banking institution from Thailand.  VisionTree Salesforce Transformation experts contributed for Salesforce Sales Cloud and Service Cloud solution implementation in joint partnership with their FinTech subsidiary, Digital Ventures, to build deep insights into customers’ needs, delivering solutions and packages that are tailor-made for people’s lifestyles.

Download

VisionTree Voice

The Strategic Alignment

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To attract, motivate and retain a skilled, diverse, and the global workforce with limited budgets; Organizations need to take strategically align their...

Streamline Assets

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Organizations need to put an end to running a business in batch mode and streamline complex workarounds for disconnected processes...

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