Salesforce Consulting
INVISR’s leadership team is led by veterans of the Salesforce ecosystem for product, services and sales with a particular focus in the Financial Services Industry.
With over two-hundred successful Salesforce implementation projects, you can rely on the INVISR team to ensure your Salesforce instance aligns to best practices.
Request a Consultation
Implementing Salesforce with Polystack
In addition to INVISR’s Salesforce services practice, our team can also leverage Polystack. Polystack is a comprehensive, low-code, component based, application built to extend the power of the Salesforce platform to support certain historically complex use cases.
With Polystack, INVISR Services can lower the net implementation cost and timeline of projects with applicable projects.
Financial Services
Mortgage Lending
As Salesforce for Mortgage experts, INVISR has built a number of solutions and templates are built to extend the power of existing enterprise applications to support the full end-to-end mortgage lead to fulfillment process for lenders, borrowers, and brokers, along with supporting functions for the operations and HR functions of a mortgage bank.
Use the combination of Salesforce & INVISR to deliver a CRM and mortgage lending point of sale (POS) application to completely digitize the lending experience, fully integrated into your loan origination system, and pricing engine.
Wealth Management
Salesforce for Wealth Management expertise incorporating Salesforce’s Financial Services Cloud includes extensive expertise integrating with a variety of fund accounting and trading platforms, as well as applications that inform KYC, marketing, document management and distribution, and transaction management.
Retail Banking
With over 10 years experience, INVISR has helped dozens of regional and community banks and credit unions improve the digital experiences of their customers, members, partners, and employees. INVISR has expertise integrating with a number of core providers and loan origination systems to get a full picture of your customers and members. And with Polystack to provide a customer and member facing digital banking solution, customers can expect a solution fully integrated to any applicable core applications.
Asset Management
INVISR has expertise in implementing Salesforce for both Institutional and Retail/Wholesale constituents, across marketing and investor relationships including portals for investors and/or partners. We also have solutions specific to fundraising, leveraging Polystack’s Assetflow AI application.
Investment Banking
Vast experience implementing Salesforce to track and manage operating companies, capital providers, services providers, and associated contacts, with workflow to support deal management, conflict checking, and much more. Customers can also leverage Polystack’s Virtual Deal Room as a secure application to manage due diligence processes.
Private Equity
Deep industry expertise on both the fundraising and deal sides, including the implementation of full deal tracking in Salesforce including deal team management, due diligence tracking, deal room integration, and much more. We also have solutions specific to fundraising, leveraging Polystack’s Assetflow AI application.
Insurance
Years of experience implementing Salesforce for Carriers and Brokers, including integration with claims and agency management systems, customer/broker portals, and client lifecycle & renewal management. INVISR builds fully integrated solutions, enabling firms to surface information from their agency management system, claims management system, CRM, Data Warehouse, and any other API accessible applications storing relevant information. And when applicable, utilize the power of Polystack to develop robust insurance portals to enable your brokers, customers, members, and agents to engage with you as they like.
Secure and integrated, the deployment of word class digital experiences is no longer prohibitively time consuming and expensive! Polystack for Insurance enables pixel perfect branding optimized for desktop, tablet, and mobile; including the ability to deploy native mobile applications on iOS and Android devices.
Integration Services
Regardless of the type of solution, it is paramount that the end users have an integrated experience seamlessly connected. As part of any INVISR delivered solution, it should be part of a larger data architecture and governance strategy to ensure accuracy and ease of use. INVISR has deep expertise integrating to a variety of applications within the insurance industry. Whether leveraging Mulesoft or building bespoke API integrations, INVISR can support connectivity with key applications!
& Many More
Salesforce Consulting
INVISR’s leadership team is led by veterans of the Salesforce ecosystem for product, services and sales with a particular focus in the Financial Services Industry.
With over two-hundred successful Salesforce implementation projects, you can rely on the INVISR team to ensure your Salesforce instance aligns to best practices.
Request a Consultation
Implementing Salesforce with Polystack
In addition to INVISR’s Salesforce services practice, our team can also leverage Polystack. Polystack is a comprehensive, low-code, component based, application built to extend the power of the Salesforce platform to support certain historically complex use cases.
With Polystack, INVISR Services can lower the net implementation cost and timeline of projects with applicable projects.
Financial Services
Mortgage Lending
As Salesforce for Mortgage experts, INVISR has built a number of solutions and templates are built to extend the power of existing enterprise applications to support the full end-to-end mortgage lead to fulfillment process for lenders, borrowers, and brokers, along with supporting functions for the operations and HR functions of a mortgage bank.
Use the combination of Salesforce & INVISR to deliver a CRM and mortgage lending point of sale (POS) application to completely digitize the lending experience, fully integrated into your loan origination system, and pricing engine.
Integration Services
Regardless of the type of solution, it is paramount that the end users have an integrated experience seamlessly connected. As part of any INVISR delivered solution, it should be part of a larger data architecture and governance strategy to ensure accuracy and ease of use. INVISR has deep expertise integrating to a variety of applications within the insurance industry. Whether leveraging Mulesoft or building bespoke API integrations, INVISR can support connectivity with key applications!
