- Financial Services Cloud.
Smarter Finance. Stronger Relationships.
Build trust, deliver personalized services, and ensure compliance.
Challenges
Fragmented client data.
Manual regulatory reporting.
Wealth managers lack client insights.
Banks and insurers need digital-first customer engagement.
Overview
Financial Services Cloud is designed for banks, insurers, and wealth managers. It enables relationship-driven finance while ensuring compliance.
Key Capabilities
How Vantage Helps
- Compliance-focused implementation for US and Gulf banks.
- Integration with Aveeros ERP and legacy systems.
- Tailored dashboards for risk, compliance, and managers.
- Data migration & cleanup from legacy CRMs.
Industry Applications
Banking
Streamline digital lending processes and enhance KYC (Know Your Customer) compliance through automated verification and secure data management. Accelerate loan approvals with intelligent risk assessment and seamless customer onboarding. Improve transparency, reduce fraud, and deliver a faster, more personalized banking experience through integrated digital solutions.
Insurance
Simplify policy management, claims processing, and customer engagement through integrated digital platforms. Automate workflows to ensure faster claim settlements and accurate policy administration. Enhance customer satisfaction with personalized communication, real-time updates, and self-service options for policyholders.
Wealth Management
Deliver personalized dashboards that provide clients with real-time insights into their portfolios, investments, and financial goals. Enable data-driven decision-making through intuitive visualizations and performance tracking. Enhance client engagement and trust with customizable views, actionable analytics, and secure access to financial information anytime, anywhere.
Case Study
"A GCC insurance company deployed FSC: 30% faster claims processing, Unified client data across 5 systems, Improved compliance readiness."
Modernize finance with FSC.
