What We Do - Industries

Financial Services

Our unique experience and expertise in AI, Salesforce, Amazon Web Services (AWS), CLM solutions, and more propel businesses to the next level—modernizing operations and delivering unmatched efficiency.

Delivering outcomes that ensure maximum value

56%
Deflection Rate
150%
Increase in average deal size
30%
Decrease in time to onboard

Customers
we LOVE.

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BlueVine

BlueVine reduces their abandonment rate and increases the connectivity of their contact center with Salesforce & NeuraFlash

Weber Grills unified multi-platform agent workflows to boost productivity, reduce errors, and improve order management while connecting siloed services with Salesforce, MuleSoft, and NeuraFlash. With Experience Cloud site they have further expanded self-service options, enhanced help content searchability, and driven a better customer experience!

CoVerica

NeuraFlash works with CoVerica to reimplement Service Cloud Voice for booming insurance agency

Looking to connect their systems with a single, stable & scalable telephony solution, CoVerica and NeuraFlash partnered together with Salesforce to enhance their customer experience by implementing a routing system that will allow customers to reconnect with the agent they most recently interacted with. The 360° customer view will ensure personalized experiences, while enhanced reporting will drive informed decision making.

AI for your industry

Financial Services Edition

Agentforce

Agentforce allows financial service businesses to stay competitive and turn service into a revenue driver, while increasing service quality and operational effiency.

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AWS & AI

Enhance fraud detection, automate risk assessment, and deliver personalized customer experiences with AWS & AI capabilities.

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AI & Data

Connect AI with your business data and existing technologies to see fast ROI, and continuous innovation that will keep your business moving while reducing costs

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How We Transform Financial Businesses

Cost

Build a greater customer experience & increase loyalty

Cost

Introduce self-service and build long-lasting relationships

Cost

Seamlessly integrate with customers key systems

Cost

Utilize AI while keeping your customers' information secure

We understand what you’re going through.

Set up your financial services organization for success now & in the future

Why should financial services companies use a Systems Integrator (SI) for Salesforce or AWS implementations? 

Implementing platforms like Salesforce or AWS isn’t just about deploying technology—it’s about creating solutions that align with your business goals. At NeuraFlash, our certified experts bridge the gap between technical implementation and industry best practices, offering specialized knowledge in financial services to ensure your project is a success.

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Have you attempted an implementation on your own? 

Many self-implemented solutions fall short of their full potential. Our rescue programs are specifically designed to optimize underperforming systems or address gaps, helping you maximize efficiency, improve operations, and see measurable ROI.

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How do you make sure that the technology will stick? 

Change management! At NeuraFlash our dedicated Change Management team is ready to help. Not only are they technology experts, but they are also people experts and are here to help your organization find success.

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What happens once my business goes live? 

Managing any Salesforce or AWS solution is important. We know that technology solutions are long-term changes and don’t stop once implementation ends. Our Onward Managed Services team is here to support your long-term road map as your business continues to grow!

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I don’t know where to start. How do I get started building my Salesforce or AWS solution? 

No worries—that’s what we are here for! Adopting new technology can be tough, but our experts make it easy. We’ll assess your business processes, pinpoint the best starting points, and partner with you to optimize your solution while truly understanding your needs.

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AI & GPT NeuraFlash