Banking & Financial Services

A configurable Salesforce Sales Cloud solution (optionally FSC-aligned for BFS) to ingest leads from varied sources, apply complex routing and governance, enrich leads with third-party data, orchestrate outreach (campaigns + calls), and use Einstein/Agentforce AI Sales Agents to score, assist, and accelerate conversion—end to end from lead intake to qualification and opportunity creation.

A configurable Salesforce-based solution to standardize lead-to-opportunity execution, enrich customer data, and improve sales & marketing productivity for BFS firms.

A configurable Salesforce Financial Services Cloud (FSC) solution using Sales + Service Cloud to unify Email, Voice (CTI), WhatsApp, Website Chatbot, and Web/App API tickets into a single governed Case system-of-work, powered by Agentforce automation and straight-through processing (STP) integrations to backoffice platforms (e.g., Miles, Wealth Spectrum).

A Salesforce Financial Services Cloud (FSC) + Experience Cloud + Agentforce–ready “System of Engagement” accelerator for Indian Wealth Management & Product Distribution firms.

RM-led Wealth Management CRM for HNI/UHNI segments — built on Salesforce Financial Services Cloud (FSC) + Sales Cloud + Service Cloud, with Einstein/Agentforce AI, and deep backoffice integration (e.g., Miles, Wealth Spectrum) for holdings, transactions, orders, statements, and servicing straight-through processing.

A configurable Salesforce platform to digitize fundraising, investor onboarding, deal evaluation, fund operations, compliance, treasury, and MIS with enterprise-grade governance and audit trails.

A configurable Salesforce platform to digitize advisor/investor onboarding, family relationship mapping, fee consents, reviews, engagement and MIS—end-to-end.

A configurable, audit-ready trust onboarding, documentation, and administration solution for BFS firms!

A configurable Salesforce-based platform to run facility ticketing, vendor execution, asset & utility repositories, preventive maintenance and periodic surveys—end-to-end.

A Salesforce Service Cloud–based workflow solution to digitize end-to-end creation, revision, approvals, closure, and periodic reviews for board-approved / board-ratified policies—while standardizing annexures, automating versioning, and enabling MIS visibility.

In the competitive world of wealth management, delivering personalized, timely, and comprehensive client experiences is key to building trust and growing your portfolio. Our integrated solutions harness Salesforce Data Cloud, Marketing Cloud, Sales Cloud, and Agentic AI to create a unified client view, enabling smarter engagement and superior service.

A configurable, product-driven LOS to digitize end-to-end lending origination: lead capture, application, verification, underwriting, deviations, sanctioning, and LMS handoff with strong governance and audit trails.

NBFCs need to integrate with many third party services for completing their CRM and LOS journeys. In a typical implementation, anywhere from 20 to 75+ integrations are involved. Thinqloud has developed a very robust Integration framework solution on Salesforce to cater specifically to straight through processing for Loan Origination System (LOS) implementations. Typical third party service examples are KYC, PAN verification, Bank verification, Credit Bureau Check, Statement Analyzer, Negative lists etc.

Manual workflows create bottlenecks, stifle productivity, and increase the risk of errors. Escape the chaos of spreadsheets and scattered emails! Tap into the power of Salesforce’s automation tools to streamline your operations. Design and implement business processes across departments seamlessly with clicks, not code.

A Salesforce workflow-based solution to digitize Currency Chest (CC) back-office operations—covering Remittance and Cash Receipt transactions end-to-end—while enabling branch-wise queue routing, maker-checker governance, CBS integration (auto + controlled manual fallback), vendor management + verification document generation, and SSO-based secure access.

A Salesforce Service Cloud–based custody instruction processing solution to convert customer instruction emails into governed Custody Cases, enable automated distribution to processing groups, enforce maker-checker validations, track TAT/SLA with escalations, maintain a complete audit trail, and integrate with DMS (Document Management System) for closed-case document storage—secured with SSO (SAML).

A Salesforce Service Cloud–based Financial Inclusion (FI) workflow solution to digitize FI case intake at branches, route cases to FI queues, enforce stage-based progression with trigger-driven automation, manage TAT across stages, enable controlled reassignment with remarks/attachments, and provide alerts, notifications, email templates, approvals, and operational MIS dashboards—secured with SSO integration.

A Salesforce Service Cloud–based Unusual Events workflow solution for Retail Asset and Commercial Asset businesses to enable structured creation and processing of unusual event cases with auto-assignment to multiple departments, concurrent departmental processing, workflow-based approvals, Bank Customer Profile System integration, automated transitions + notifications, validations and user access controls, TAT governance with escalations, reopen controls for authorized users, and reports & dashboards, secured through SSO integration.

Customer Onboarding or client onboarding is a crucial step of the customer journey encompassing the entire customer lifecycle, including user onboarding.

Thinqloud provides a Salesforce-based reKYC solution for banks, automating data consolidation, document validation, and multi-channel client engagement for compliance.

KYC is generally part of the financial regulatory process for any Financial Institution (FI) to identify and verify the client’s identity when opening an account and periodically over time (reKYC). In other words, FIs must make sure that their clients are genuinely who they claim to be.

A Salesforce workflow-first solution that enables Dealers / Relationship Managers (RMs) to generate a deterministic, audit-ready “Client Briefing” (summary + talking points + next actions) directly on the client record—leveraging Agentforce (Topics, Actions, Prompt Builder) and governed data retrieval from CRM + daily portfolio/ledger snapshots—so teams can reduce pre-call prep time, improve conversation quality, and drive consistent follow-ups.

A configurable Salesforce (Sales + Service + FSC as applicable) AI enablement layer that connects Salesforce to external LLMs (Gemini / Claude / other enterprise LLMs) and complementary AI services (OCR, vector search, classification) to deliver hybrid AI use cases across sales, service, operations, and compliance—while keeping Salesforce as the system-of-work and enforcing enterprise security, auditability, and governance.