Finance Industry Solutions
Shaping the Future of Intelligent Financial Experiences
Accelerating Digital Transformation in Financial Services
Rialtes empowers banks, insurers, wealth managers, and real estate firms to drive innovation confidently. As a certified Salesforce and SAP partner, we offer end-to-end services—from advisory to post-go-live support—specialized in Financial Services Cloud, SAP S/4HANA, and AI solutions. With a global presence and deep industry expertise, we help financial institutions transform securely, stay compliant, and deliver exceptional customer experiences.
Thought Leadership
Beyond Implementation, Driving Financial Innovation
At Rialtes, we don’t just implement technology — we design the future of finance. Our RialFinance+ framework ensures seamless collaboration across advisory, design, AI integration, implementation, and post-go-live innovation, helping financial institutions achieve:
- Omnichannel customer engagement powered by AI and real-time data.
- End-to-end compliant and efficient financial operations.
- Seamless integration between front office and core banking systems.
- Intelligent, AI-driven decision-making for risk, lending, and customer personalization.
Top 4 Critical Challenges Facing Commercial and Retail Banking Today
1
Disconnected Customer Experiences & Legacy Systems
- Inability to offer personalized, seamless banking experiences.
- Fragmented data across multiple systems limits real-time insights.
2
Regulatory and Risk Complexity
- Struggling with fast-changing regulations (AML, KYC, ESG).
- Lack of streamlined compliance and audit processes.
3
Manual and Inefficient Lending, Wealth, and Advisory Operations
- Delays in loan approvals, wealth management onboarding, and servicing.
- High operational costs due to outdated workflows.
4
Demand for AI-Driven, Real-Time Services
- Customers expect instant decisions and service.
- Need for AI-based risk and credit analysis, fraud detection, and personalization.
Deep Expertise in Salesforce FSC & SAP S/4 HANA
Transforming Financial Operations End-to-End
Salesforce Financial Services Cloud (FSC)
Our Salesforce-certified architects and consultants deliver tailored FSC solutions to meet modern banking, lending, and wealth management needs:
- Customer onboarding, KYC, and AI-driven workflows.
- Integrated service, marketing, and advisory processes.
- Personalized experiences across retail, commercial, and wealth segments.
SAP S/4 HANA for Financial Services
We extend Salesforce FSC capabilities with SAP S/4 HANA core banking and finance solutions:
- Integrated finance and risk management.
- Real-time financial analytics and forecasting.
- Payments, contract management, and regulatory compliance.
Rialtes creates a unified financial services platform — integrating Salesforce’s front office and SAP’s core financial engine.
AI: Revolutionizing the Future of Finance
AI is transforming every layer of financial services — from customer service to credit decisioning. Rialtes leverages Salesforce AI (Einstein, Agentforce) and SAP AI tools to deliver:
- Predictive credit and risk scoring.
- AI-driven customer personalization and insights.
- Fraud and compliance anomaly detection.
- AI-powered service and onboarding automation.
Rialtes makes AI actionable — not just a vision.
Exelona
Revolutionizing Real Estate Finance with Salesforce FSC
Exelona, our proprietary Real Estate Cloud Solution, integrated with Salesforce FSC, transforms how real estate firms manage financial assets and operations:
- End-to-end asset and portfolio management.
- Integrated leasing, marketing, and tenant engagement.
- Revenue, expense, and performance optimization.
- AI-driven risk and investment modeling.
Exelona + FSC: A game-changing combination for Real Estate Finance and Operations.
AgentChat
Real-Time WhatsApp Integration for Financial Services Cloud
AgentChat, developed by Rialtes, brings real-time WhatsApp communication inside Salesforce FSC — fully secure and compliant:
Real-Time WhatsApp Integration for Financial Services Cloud
- Instant customer onboarding and KYC verification via WhatsApp.
- AI-enabled conversational banking and lending support.
- Real-time alerts for fraud detection, transactions, and regulatory updates.
- Seamless document and signature collection.
Included as part of Rialtes’ Financial Services solutions — enabling real-time, modern client engagement.
Data-Driven Insights with Salesforce and SAP Data Clouds
Data-Driven Insights with Salesforce and SAP Data Clouds
Zero Copy Architecture
Rialtes enables real-time, AI-ready data across Salesforce and SAP environments using Data Cloud and Zero Copy architecture:
- Unified client profile with data from SAP S/4 HANA and Salesforce FSC.
- AI-powered analytics without moving data — secure and compliant.
- Real-time insights for lending, wealth, and operations.
Single source of truth — actionable, secure, and AI-ready.
Unmatched Salesforce + SAP Competency
Built for Financial Services
Rialtes enables real-time, AI-ready data across Salesforce and SAP environments using Data Cloud and Zero Copy architecture:
Certified experts
in Salesforce FSC, Data Cloud, Agentforce AI, and SAP S/4 HANA.
150+ certifications
in key financial services and technology modules.
Global delivery from
US, Canada, India, and Singapore.
24x7 support
for continuous innovation and optimization.
Enterprise-grade, globally trusted, future-ready.
Why Choose Rialtes for Financial Industry Solutions?
- Comprehensive strategy to execution for Financial Services Cloud & SAP.
- Proprietary tools like Exelona (Real Estate Cloud) and Agentchat (WhatsApp Integration).
- Deep AI and Data Cloud integrations for predictive and real-time operations.
- Unmatched understanding of compliance, risk, and customer experience.
- Global footprint with local expertise to drive lasting transformation.
