Financial Services

Successful financial services relationships are built on trust. With a dedicated solution, formulated for their specific needs, and implemented by Simplus, businesses can evolve from simple service providers to trusted partners for their customers

Outpace change with end-to-end digital transformation

Today’s financial services customers expect a complete digital experience. They require seamless, connected interactions at every step of their journey. To meet this expectation, financial services companies should seek digital solutions tailored to the specific needs of the sector.

new report

Generative AI in Banking: A Progress Report

Discover how banks are leveraging Generative AI to enhance customer experiences, optimise operations, and fortify security against fraud and data breaches.

Download our Generative AI Banking: A Progress Report to discover:

  • Critical success factors for the effective deployment of GenAI
  • A breakdown of the potential risks arising from adoption of GenAI
  • Insights from banking leaders who are already on their implementation journey

As an Infosys company, Simplus offers end-to-end digital transformation services, including:

  • Next-generation operations
    Optimise processes and workflows using next-gen technology aligned to business objectives.
  • Front-to-back digitisation
    Provide seamless digital-first experiences for customers and employees.
  • Robust digital platforms
    Improve operations with a platform created specifically for the financial services industry.

Simplus works with IT teams to plan, design, build and manage solutions that will scale with business growth and deliver value for end-users.

Deliver seamless digital experiences

Customer expectations are constantly evolving. To keep pace, businesses need a platform that allows the delivery of seamless digital experiences that clients want.

Automations allow every customer to receive personalised recommendations and experiences, and self-service options let them access crucial data.

Dedicated digital solutions connect employees, external stakeholders and customers in a single source of truth, so everyone benefits from a cohesive digital experience.

Deepen customer relationships

With a single source of truth, businesses can know their customers better than ever before, with full transaction histories and comprehensive background information.

AI-powered insights give customer service agents access to next-best actions, allowing them to deliver delightful customer experiences.

The same platform lets businesses manage relationships with brokers, stakeholders and investors, meaning teams don’t lose time switching between apps.

Drive long-term profitability

By integrating and connecting systems, businesses can run more efficiently, delivering increased return on investment.

Cloud-based solutions ensure businesses can access data from anywhere, allowing teams to collaborate wherever they are, while simultaneously removing the need for resource-hungry on-premises hardware.

Cutting-edge artificial intelligence tools make automations simple, reducing admin hours and freeing teams to focus on value-generating activities.



Whether commercial or consumer, the banking sector has seen a rapid shift in how customers connect with financial institutions.

To meet the expectations of the next generation of banking clients, a fundamental reassessment of technology needs to take place.

  • Automation of business processes
  • Call centre digitisation
  • Personalisation at every touch point


Operating in a traditionally product-based industry, insurance providers have a chance to differentiate themselves by pivoting to a service-based model, where the customer is at the centre of everything they do.

51% of insurance CEOs agree that touchless and contactless services and experiences have become essential to customer experience.

  • Digital process automation for claims and underwriting
  • Call centre digitisation

Wealth and asset management

In an evolving marketplace, wealth and asset management companies are facing increasing competition from fintech startups.

To stay ahead of the pack, established companies need to offer digital-first, seamless experiences for their clients.

  • Customer and advisor onboarding
  • Regulatory compliance
  • Client retention and growth

Salesforce Financial Services Cloud: A dedicated CRM for financial services

With Financial Services Cloud, Salesforce has created a single, connected, cloud-based customer relationship management (CRM) platform for financial services institutions.

Incorporating curated elements from the full range of Salesforce Customer 360 applications, it lets businesses connect with their customers and deliver end-to-end digital experiences.

Salesforce Financial Services Cloud includes artificial intelligence, automations, and out-of-the-box integrations, allowing financial services organisations to create digital experiences fast.

Get started today with Simplus

Simplus is ready to help with an end-to-end digital transformation.

Backed by the global expertise of Infosys, we work with businesses to define the path to digital success, from scoping and defining requirements, through to implementation and ongoing management.

Want to know more?

Talk to us about how we can help you use Salesforce technology to connect with your customers, improve your ROI, and create seamless digital experiences.
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