> Industries >
Financial Services
Financial services are built on customer relationships, so companies need solutions for customer relationship management. Unify your teams with Salesforce Customer 360
Financial Services
What are the reasons clients contact us the most often?
They lack suitable legacy solutions.
They want help transitioning to a modern cloud platform and Salesforce products.
Their marketing, sales, and service are fragmented across multiple systems.
They want to connect sales, service, and marketing in one place.
Preference for a local Salesforce partner.
They implement Salesforce based on the decision of the parent company and want a local partner who knows the local conditions and ensures a smooth Salesforce adoption.
Only 33% of clients believe that banks provide them with the best products
Only 10% of CEOs of financial institutions consider their company an innovative leader
73% of millennials would prefer banking services from companies like Google, Apple, or Amazon
ČSOB Insurance company
"We replaced the original CRM with the Salesforce solution. Salespeople now have all the information in one place and can provide clients with excellent service.“
Dalibor Machoň
HEAD OF SALES SUPPORT
Česká spořitelna (part of the Erste Group)
"Thanks to the marketing transformation, we have switched to personalized communication with clients and increased the efficiency of our team. The consolidation of five tools into one allows us to respond more quickly to client needs.“
Lukáš Pudil
PERSONALISATION TRIBE LEAD / DIRECTOR
Vekra
"With Enehano, we can fully leverage the capabilities of FSL technologies in Salesforce, integrate them with our existing solutions, and continuously improve processes to achieve maximum efficiency.“
Jiří Červinka
CEO, CFO
Heureka Group
„The unification of CRM systems simplified processes across five markets and sped up data processing. Thanks to Salesforce, we have a centralized view of B2B customers and better understand their needs.“
Jiří Svoboda
Group Head of Ad Tech & CRM
Česká spořitelna [2] (part of the Erste Group)
„Salesforce Financial Services Cloud has accelerated the bank’s digitalization and made it easier for bankers to work with client data."
Lukáš Pudil
PERSONALISATION TRIBE LEAD / DIRECTOR
ČSOB Insurance company [2]
,,With Salesforce, our contact center is faster, more stable, and more transparent. Thanks to pilot users and a gradual rollout, the team adopted it without any issues."
Lucie Brandová
Head of Client Contact Center
Carvago
„Thanks to Salesforce for managing our key business processes, we have a unified system that supports the expansion of our business and allows for easy addition of new processes.“
Filip Malík
PRODUCT DIRECTOR
Bobcat
„The implementation of Salesforce directly saved us more than 360 hours of work.“
James Brown
PRODUCT SUPPORT DIRECTOR
DPD
„One of the biggest advantages was the creation of pipeline management and the overall tracking of business activity development.“
David Žežulka
SALES & MARKETING DIRECTOR
Kemp
„The partnership with Enehano in the implementation of the Kemp and Flowmon company integration project saved us at least half the time.“
Derry Heraty
VP GLOBAL SALES OPERATIONS
ČSOB Insurance company
"We replaced the original CRM with the Salesforce solution. Salespeople now have all the information in one place and can provide clients with excellent service.“
Dalibor Machoň
HEAD OF SALES SUPPORT
Financial Services
Benefits that digital transformation bringsto finance
Reduce Time
to Market
With the right combination of technologies and well-designed processes, you can quickly deliver incremental changes to the end customer.
Improve Processes
Enhance processes through revision. Save time, reduce human input, decrease errors, and increase capacity using technology.
Reduce Total Cost of Ownership
If digital transformation and implementation of new systems are done correctly, you will reduce overall costs in the medium term from older or inadequate systems.
Increase Customer Satisfaction
Reduce errors and identify friction points early. Through personalization and individual interactions, the customer feels they are receiving quality service.
Stay
Competitive
Don’t lag behind. Digitalization is the biggest current trend. Those who stand still are left behind.
Make Data-Driven Decisions
A truly digitalized process is measurable, allowing you to make qualified data-driven decisions that can be further improved.
Increase Revenue
Leverage potential, increase lead conversions, and thus increase sales volumes.
Reduce Customer Churn
Through good customer care, timely identification of issues, and proactive solutions, you increase satisfaction and reduce churn.
Improve Customer Care
Improving customer care costs less than correcting it. A satisfied customer will recommend you further and may even publicly rate you positively.
Financial Services
What might interest you?
What are the current trends in the financial sector?
The most intense focus is currently on the practical application of AI—both predictive and generative. We see the future mainly in assistive AI (co-pilot), where the machine cooperates with the human, acts as an assistant, and communicates in a naturally human form. This greatly increases efficiency and reduces errors. You can focus on activities with greater added value.
What impact does digital transformation have on the way people are managed? How is management changing, if at all?
Not only in our company but also with our customers, we have long observed how companies adapt to new management methods with digital transformation. Many large organizations have changed their organizational structure and way of management—using agile methods and some competencies shifting from management to subordinates.
How does digital transformation affect the workplace?
Many positions do not necessarily have to be in the office daily, which was contributed to by the COVID-19 pandemic. This has shifted to a hybrid mode. Also, positions working with end customers are not necessarily tied to branches and business locations.
How we collaborate
Steps that deliver success and ensure the optimization of your processes.
Financial Services
Properly set processes are the alpha and omegaof further growth
Financial Services
Meet Our Team
Martin Havelka
Business Unit Leader
Consultation with the expert
Discuss your specific needs with our expert and learn more about our approach to projects.
Martin Havelka
Business Unit Leader
