Supercharging FinTech with Salesforce Revenue Cloud

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  • Supercharging FinTech with Salesforce Revenue Cloud
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21
Mar

For a good part of last year and the beginning of this year, we researched and studied a lot about the Financial Industry as a whole. We looked to deeply understand what the Financial Industries' main sub-industries are and how each sub-industry contributes to the economy's growth. 
We've also looked at what are the main sub-industries goals in this fast-changing world and also what the challenges are that they face day-to-day. 
 We examined the challenges and thought of how we can be of use in helping these industries grow and become more efficient.
 We have looked at various sub-industries such as Accounting & Finance, Capital Markets, Personal Finance, POS & Consumer Lending, Regulatory & Compliance, Realestate & Mortgage, Payroll & Benefits, Cryptocurrency, Business Lending and Finance, Payment, Processing and Networks, Digital Banking, Asset Management.
After all the research, guess who came to light as the perfect candidate that we can help and have the biggest impact — Financial Technology companies, also known as FinTech!
FinTech is the all-embracing term for any emerging technologies that delivers financial services in order to improve the processes and automation of the Financial Industry services. FinTech is used to help businesses and consumers manage their financial operations with specialized software and algorithms in the most efficient way. 
 We looked at their main goals and challenges and then mapped them to our Revenue Cloud capabilities. Here are the main challenges below: 


We have analyzed various public financial reports and directly talked with team members from various business units. 
As you can see from the graphic above, Salesforce Revenue Cloud (CPQ), implemented correctly, can help Sales, Product Development, Renewals, Human Resources, Revenue Team, etc., achieve their goals and address their challenges. 
What are your challenges that keep you from achieving your goals? We can help! 

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