What We Do - Industries

Financial Services

We help Financial Service companies build trust with customers through every interaction.
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Financial Services
Financial Services
With our solutions, increase productivity and accelerate time to value to deepen your client relationships.
Let us build a business case for your business.
So you can be one step closer to your digital transformation.
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Looking for guidance? 
Set up your Financial Services organization for success now and in the future.
Need help knowing where to start?

Our Customer Advisory practice is the perfect place, our in-depth, unique, discovery and recommendation process uncovers how you can reach and sustain your long-term business goals. 

Looking for a partner to guide you?

We know financial service, we know technology and we know how to help you deploy the solution you need by combining our expertise with your business outcomes. 

Afraid new technology won’t stick?

At NeuraFlash our dedicated Change Management team is ready to help, not only are they technology experts but they are people experts and are here to help your organization find people success.

How are you managing the solution?

We know that solutions are long-term changes and don’t stop once implementation ends. Our Onward Managed Services team is here to support your long-term roadmap as your business continues to grow!

Our financial services expertise is across the board
We solve the toughest challenges across any industry.
Consumer Banking
At NeuraFlash, we have worked with banking companies to build a competitive advantage by staying ahead of the digital transformation. We allow businesses to innovate quickly, experiment more and continually update their customer experience journey, accelerating their time to revenue, and providing a customer experience transformation that builds the base for a digital future.
Insurance
Say goodbye to legacy systems and stay ahead of shifting client preferences! Strengthen your digital experience, and provide quick and easy quotes for customers. Take advantage of self-service and automation that help you stay ahead of competitors and shift to meet your customer's wants using the trusted brands of Salesforce and AWS.
FinTech
We have deep expertise in conversational AI and can keep you automating. Reimagine how you can use automation and do more than just lift and shift your contact center. Remove high volume, low value contacts, and future-proof for business. 
Businesses we serve
A Bank implements Salesforce Digital Engagement to provide their customers with a better experience.
This bank wanted a solution that allowed them to contact customers on the communication channel they were most comfortable with. By implementing Digital Engagement they were able to increase their customer satisfaction, automate appointment reminders, make it easier for their customers to get in contact with them and more!
An innovative Financial Services Company replacing their homegrown CRM & Genesys
NeuraFlash provided a full contact center turnkey solution, joining multiple calls to roadmap the deployment plan. With their explosive growth coming in the next few years, This company needed to replace their home-grown CRM & Genesys system as they knew this system would not allow them to achieve their growth.
Multi-Cloud Implementation: Affirms full Salesforce Contact Center Transformation
NeuraFlash provided a full contact center turnkey solution, joining multiple calls to roadmap the deployment plan. With their explosive growth coming in the next few years, Affirm needed to replace their home-grown CRM & Genesys system as they knew this system would not allow them to achieve their growth
How do you get there
Financial Services
Invest in the building blocks of a great customer experience
Grow lifelong customers by enabling AI-powered workflows to automate processes and provide seamless communication on any platform.

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Deliver your customer's personal, dynamic and natural experiences with an omni-channel cloud contact center that is built on powerful technology that powers best-in-class experiences.

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With Salesforce Digital Engagement, leverage a single platform with cross-channel personalization and recognition, reaching your customers on the channels they choose.

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Create personal relationships and build trust with your clients while increasing your employee productivity and time to value.

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Financial Services
Provide exceptional customer service & build life long relationships
Bots make experiences smoother, more robust, and more personalized, all while increasing agent efficiency.

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Deliver your customer's personal, dynamic and natural experiences with an omni-channel cloud contact center that is built on powerful technology that powers best-in-class experiences. 

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Take advantage of machine learning on the Amazon Connect Platform and provide real-time insights such as caller authentication and fraud detection to make your phone interactions quick and secure.

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Financial Services
Seamlessly integrate with customers' key systems
Speech to text transcription can help increase your contact center efficiency and improve your agent experience while strengthening your internal records.

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Get real-time and post-call analytics of your customer-agent conversations by using natural language processing, transcription, and additional intelligent search capabilities through the power of Amazon Connect.

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Take your Contact Center to a new level by incorporating AI tools that empower your agents, streamline your communications and help you to provide best-in-class customer service (consistently!)

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Financial Services
Utilize AI while keeping your customers' information secure
Streamline your contract workflows with DocuSign and Salesforce, automate manual tasks, simplify complex workflows and eliminate extra risk while keeping track of everything in one place.

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MuleSoft is a world-leading integration platform for SOA, SaaS, and APIs. It can connect connects any system, application, or data source saving time and money for your organization.

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Connect all of your data in one system allowing you to visualize your data and get as granular as you need to to make the smartest, most informed, data-driven decisions for your business.

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We help you achieve your business goals, propel you to success, giving you the tools & support for long-term, impactful change.
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