Comnexa is one of the first consulting firms in the world to gain Salesforce Financial Services Cloud accreditation.
Jersey-based Salesforce partner Comnexa today announce becoming one of the first Salesforce consulting partners globally to gain Financial Services Cloud accredited. John Walsh, Axel Staal, Julie Tensorer and Jordan Rive passed examinations earlier this month, pioneering as some of the first Salesforce professionals to successfully complete the Salesforce Financial Services Cloud accreditation.
Salesforce Financial Services Cloud empowers businesses to gain a complete view customers and intermediaries by allowing multi-disciplined teams to collaborate in real time, instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere using the platform. Financial Services Cloud is an industry-specific integrated customer relationship management and entity management solution built on the powerful Salesforce platform.
The accreditation ensures that consultants have the knowledge and skills to design, build, and deploy solutions in the financial services industry and has a particular focus on Household Relationship Management, Financial Accounts and Rollups, Referral Management, Action Plans and Life Events.
Commenting on the new accreditation, Dan Williams, Comnexa Managing Director, said: “I am absolutely delighted that we’re one of the first Salesforce Partners in the world to achieve this accreditation. Since starting Comnexa in 2016 we have been privileged to be able work with and gain experience implementing Salesforce for locally based financial services businesses. In more recent times we have been using these skills and experiences to work with businesses operating across the globe. This accreditation demonstrates just how far our team has come and demonstrates the experience and knowledge they have to work on large multi-jurisdictional Salesforce implementations tailored to the financial services industry.”