Overview

iBirds Services offers Salesforce Financial Services Cloud solutions designed to streamline operations, enhance client relationships, and ensure regulatory compliance for financial institutions. By consolidating client data into one accessible platform, teams gain real-time insights, automate loan workflows, and deliver proactive, personalized support throughout the customer lifecycle. Seamless integration between front-end and back-office systems improves accuracy, reduces duplication, and accelerates response times, making institutions more responsive and efficient.

Features and Capabilities

• Personalized Client View: Consolidates data from various sources into a unified platform, enabling accurate understanding of client preferences, behaviors, and needs—facilitating deeper engagement.
• iBirds Software Services Pvt. Ltd.
• Seamless Integration: Bridges front-end channels with back-office systems to ensure synchronized data, eliminate duplication, enhance cross-department collaboration, and support faster, informed decision-making.
• iBirds Software Services Pvt. Ltd.
• Actionable Insights: Offers real-time dashboards and analytics to support banking teams in personalizing strategies that align with each client’s financial journey.
• iBirds Software Services Pvt. Ltd.
• Automated Loan Processing: Streamlines the entire loan lifecycle—from application to approval—reducing manual errors, speeding up decisions, and maintaining regulatory compliance.
• iBirds Software Services Pvt. Ltd.
• Industry-Specific Solutions:
  • Insurance: Automatically prioritize inquiries by urgency, enable video-based agent support, provide self-service portals for policy and claim access, and deliver personalized recommendations using client data.
  • Wealth Management: Facilitate advisor collaboration, strengthen client trust, enable easy workflow customization, and automate repetitive tasks like client onboarding and referral tracking.
• iBirds Software Services Pvt. Ltd. Business Benefits:
  • Enhanced Customer Loyalty via 360° client visibility across all touchpoints.
  • Smart Selling & Insights using real-time analytics to uncover new opportunities and improve conversions.
  • Streamlined Processes through digitized documentation and automation for improved compliance and reduced errors.
  • Boosted Productivity as teams spend less time on administrative tasks and more on value-driven client interactions.
• Implementation Support by iBirds: Includes streamlined client onboarding (enhanced KYC), advisor management tools, comprehensive reporting, and proactive engagement through real-time notifications and action plans.