What We Do - Industries
Financial Services
Our specialized expertise in AI, Salesforce, Amazon Web Services (AWS), Contract Lifecycle Management (CLM) solutions, and more empowers businesses to modernize operations and achieve 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.
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 is a proactive AI solution that helps Financial Services boost efficiency, service quality, and revenue. It instantly assists with tasks like charge disputes or credit limit requests, reducing call volume and creating upsell opportunities.
AWS & AI
Enhance fraud detection, automate risk assessment, and deliver personalized customer experiences with AWS & AI capabilities.
AI & Data
Power trusted AI with unified data, connecting insights across your Financial Services business to deliver smarter, more personalized customer experiences.
How We Transform Financial Businesses
Build a greater customer experience & increase loyalty
Introduce self-service and build long-lasting relationships
Seamlessly integrate with customers key systems
Utilize AI while keeping your customers' information secure
Looking for more?
Agentic AI on AWS Is Resolving 40% of Financial Services Contact Center Traffic Automatically
Alexis Hancock
NeuraFlash Powers BCU’s Personalized Member Experiences with Agentforce
Kelsey Chisholm
A US-based Financial Institution Advances Sales and Service Operations with Agentforce
NeuraFlash Team
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.
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.
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.
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!
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.
Contact Us Today!
Schedule a Demo
Discover how AI can best fit into your business