Financial Services

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At Nebula, we understand the complexity of financial services requirements. With extensive experience in this sector, we have spent years developing solutions that address many common challenges faced by regulated businesses.

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Outstanding Customer Outcomes in a Regulated Industry

We empower financial services teams to drive better customer and partner experiences, increase transparency, and automate manual and time-consuming processes.

Whether it’s managing partner networks, improving forecast accuracy, enhancing customer experience or delivering the right message at the right time, we focus on making scalable solutions.

Marketing Strategy

We help you implement effective and compliant marketing strategies, allowing for more precise customer segmentation, personalised events, and the determination of the next best action for each customer. By taking a data-driven approach, you can deliver more impactful marketing efforts that truly resonate with your audience.

Actionable Analytics

We support you in creating comprehensive reports that can be utilised across your entire business. Shifting your focus from what has happened to becoming data-driven and taking action on your insights enables your team to move from a reactive approach to a proactive one, giving you a competitive advantage.

Complete Customer View

We help you consolidate customer data from across your business, providing a single, unified view of every customer. This ensures your teams have all the information they need at their fingertips, which enhances service quality, improves efficiency, and helps you deliver a more personalised customer experience.

Customer Journeys

We help you gain a comprehensive understanding of your customer journeys, from first interactions with prospects through to repeat business with long-established clients and everything in between. This ensures nobody is left behind, improving customer retention and loyalty.

Keeping Complaint

We support you in ensuring that only individuals with the appropriate level of access can view or take action on your data. We help you keep data in secure systems, eliminating the need for manual manipulation, which allows you to remain compliant and keep your data safe. At the same time, we ensure that information is not too restricted, allowing teams to complete their roles successfully.

Broker Management

We can help you build greater visibility and support for your brokers. This ensures they remain motivated and provide you with all the information you need to make accurate decisions. By providing you with a single, unified view of their performance and activities, you can better understand their needs and offer them the support they need to succeed.

200

Certifications

4.9

CSAT Score

The team are knowledgeable and great to work with. We work in a complex industry and it is difficult to find partners who take the time to understand the needs as a business. I appreciate the effort that all involved took to ensure that they made quality recommendations that we can use.

Daniel Mellow
Marketing Operations Manager

Whether you’re curious about features, pricing, or getting started, we’ve got you covered. If you don’t find what you’re looking for, our team is always ready to assist you.

Talk to an Expert

Do you support multi-brand, multi-channel broker networks?

Yes we do! We’ve worked with many multi-brand, multi-channel broker networks to ensure that each element can function in the way it needs to whilst maintaining alignment with the overall aims and objects of the business.

Our business has data stored across various data lakes and warehouses. Will this be a problem?

Not at all. Salesforce offer native integration with a wide variety of third-party data warehouses as well as the ability to integrate via the API. We have worked with customers across the Financial Services industry to seamlessly integrate their data lakes and warehouses, allowing them to have the right data available for when they need it and in the right format.

Is our sensitive client data secure on the Salesforce platform?

With top-tier encryption, strict access controls and constant vigilance with tools that track every action you can rest assured that your data’s in good hands.

How does Salesforce help us meet regulatory compliance requirements?

While it’s crucial for financial institutions to configure and use the platform correctly to meet their specific regulatory obligations, there are a number of built-in features that make sure your business stays compliant, including Audit Trails, Data Governance processes, customisable Data Sharing models and much more.