Support Services - Financial Services

Your Financial CRM, Always Audit-Ready. Focus on Clients—We’ll Handle the Tech.

At Softlogan Technologies, we know financial institutions operate in a high-stakes environment where compliance, security, and uptime are non-negotiable. Whether you need urgent fixes during trading hours, long-term system optimization, or a cost-effective partner to manage your Salesforce ecosystem, our support services ensure your CRM runs flawlessly—so you can focus on wealth management, risk mitigation, and customer trust.

Why Financial Institutions Trust Our Support Services

Salesforce is critical for client relationships, compliance, and real-time decision-making. But even the best implementation needs expert care. Here’s how we keep your systems secure, agile, and aligned with financial regulations:

Tailored Support Models for Financial Services

Choose the plan that fits your operational needs, compliance requirements, and budget:

Trading platform integration failed? Compliance audit tomorrow? We act fast.

  • 24/7 Emergency Support: Priority access to Salesforce Financial Services Cloud experts during market hours or regulatory deadlines.
  • Real-Time Compliance Fixes: Resolve GDPR, FINRA, or SOC 2 violations impacting audits or client trust.
  • High-Speed Recovery: Restore trading APIs, client portals, or payment gateways (e.g., Stripe, SWIFT) in hours.
    👉 Ideal For: Urgent fixes during market volatility, audits, or system failures.

Proactive care to prevent risks and drive innovation.

  • Dedicated Support Team: Assign our financial specialists to monitor, optimize, and upgrade your Salesforce environment.
  • Monthly Compliance Audits: Review access controls, encryption, and integration health with core systems (e.g., Temenos, FIS, Guidewire).
  • AI-Driven Enhancements: Roll out Einstein GPT for personalized client insights or automate KYC/AML workflows.
    👉 Ideal For: Banks, insurers, or wealth managers needing continuous optimization and innovation.

Blend premium expertise with cost efficiency.

  • Onshore Experts: U.S./EU-based consultants for compliance, client strategy, and stakeholder collaboration.
  • Offshore Teams: Cost-effective developers and admins for 24/5 monitoring, routine maintenance, and ticket resolution.
  • Unified Governance: One project manager to align global teams with your operational rhythms.
    👉 Ideal For: Global banks, insurers, or fintechs balancing budget and regulatory demands.

We speak the language of finance, not just code:

  • Core System Integrations: Troubleshoot APIs with Bloomberg, Reuters, SAP, or legacy mainframes.
  • Wealth Management Portals: Fix portfolio tracking errors, client reporting delays, or advisor dashboards.
  • Claims & Underwriting: Resolve Salesforce-integrated policy admin systems (e.g., Guidewire, Duck Creek).
  • Fraud Detection: Monitor Einstein AI alerts for suspicious transactions or identity theft.

Regulatory Compliance: Automate MiFID II, Dodd-Frank, or Basel III reporting in Salesforce.

  • Predictable Pricing: Flat-rate packages or pay-per-ticket models tailored to AUM or transaction volume.
  • Preventive Maintenance: Reduce downtime costs with proactive monitoring of trading APIs and client portals.
  • ROI Reporting: Quarterly reviews showing reduced IT costs, faster loan approvals, or improved NPS scores.

Service Tier

Features

Best For

Essential Care

24/5 ticket support, basic compliance checks, system health reports

Fintech startups or credit unions

Advanced Care

24/7 support, SLA-backed response times, API monitoring

Mid-sized banks or insurers

Enterprise Care

Dedicated team, custom SLAs, penetration testing, roadmap planning

Global banks or asset managers
  • Certified Financial Experts: 80% of our team holds Salesforce Financial Services Cloud certifications.
  • Zero-Breach Guarantee: 100% compliance with financial regulations since 2012.
  • Client-Centric Metrics: We measure success by your KPIs—AUM growth, fraud reduction, and client retention.
  1. Market-Hours Priority: 24/7 support during trading windows or fiscal year-end.
  2. Client Trust Assurance: Rapid resolution of portal outages or data leaks to protect reputation.
  3. AI-Driven Innovation: Continuous upgrades with Einstein AI for predictive insights.
  4. Global Scalability: Hybrid teams support multinational operations across time zones.

Get Started Today

  • Free Compliance Audit: Identify vulnerabilities in your Salesforce setup within 48 hours.
  • Custom Support Plan: Build a package that aligns with your risk appetite and growth goals.
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