At CB Global Edge, we help financial institutions modernize operations, enhance customer relationships, and drive growth through Salesforce Financial Services Cloud and custom Salesforce solutions.
Our experts combine industry knowledge with technical excellence to ensure secure, compliant, and scalable Salesforce implementations that align perfectly with your business goals.
Streamline client onboarding, wealth management, and advisory workflows with tailored dashboards and automation.
Gain a unified view of every client relationship — across banking, insurance, wealth, and lending — for smarter engagement and retention.
Automate approvals, documentation, and audit trails while ensuring adherence to financial regulations and KYC norms.
Connect Salesforce with ERP, accounting, payment gateways, and risk management systems for seamless data flow.
Leverage Salesforce’s analytics tools to get actionable insights into client portfolios, revenue streams, and business performance.
Build intuitive, high-performance Lightning components and custom applications for advisors, agents, and back-office teams.
With CB Global Edge’s Salesforce Financial Services Cloud and custom Salesforce solutions, your business gets :
Enhanced client satisfaction through personalized financial journeys.
Stronger data security and compliance with financial standards.
Improved advisor productivity and faster case resolution.
Accelerated business growth powered by digital transformation.
Real-time insights into client portfolios and operational efficiency.
#3488
14th Main Rd, HAL 2nd Stage,
Indiranagar, Bengaluru, Karnataka - 560008
info@cbglobaledge.com
(+91) 9901 4400 85