Industry

Long-term Partnerships with Clients
Since 2010, BLC Solutions has led engagements for a broad range of Financial Industry Clients. In our experience, business success is the product of personal, authentic client relationships. The clients are at the center of our business.

Ours unique focus on clients makes it a perfect tool for finance professionals who want to implement digital technologies to better align their products and services to the long-term financial goals of their clients.

Actionable Client Data
Client data often becomes spread across multiple systems. A superior CRM solution makes it easy to capture, analyze, and retrieve relevant client and investment data, so that advisors will always have the information they need to provide the right advice to clients throughout their financial lifetime. BLC Solutions can help improve your workflows and automation by connecting your client services team with a unified system that supports both compliance and consistency.

Integration
A productive CRM platform shouldn’t force users to change everything about the way they manage their client relationships. Alternately, it should improve and enhance existing processes. Data should be evaluated in the context of your client information. By integrating this data into Salesforce, advisors can better interpret the value of that relationship and build appropriate service levels.

Business growth
Customizing Salesforce Financial Services Cloud to your business processes, BLC Solutions can help you accomplish your growth plans — with relationship intelligence, financial professionals can grow their business across their clients, building your brand with events and outbound marketing, or creating an acquisition pipeline.