RialFinance+
Empowering Financial Services with RialFinance+
Transformative Salesforce Solutions for the Future of Finance
AI-Powered Financial Services. Personalized Client Journeys. Seamless Omnichannel Engagement.
At Rialtes, we enable financial institutions to lead with innovation and trust. Our RialFinance+ Managed Services deliver advisory, implementation, customization, AI integration, and post-go-live support, all unified to transform your Salesforce Financial Services Cloud (FSC) experience.
With deep domain expertise in Banking, Wealth, Lending, Asset Management, Insurance, and Brokerage, and offices in the U.S., Canada, Singapore, and India, Rialtes is a certified Salesforce partner delivering cutting-edge, compliant, AI-ready solutions.
Start with Agentforce Adoption
Elevating Customer Experience in Financial Services
Agentforce, Salesforce’s revolutionary AI assistant, is transforming customer-agent relationships in financial services. Rialtes makes Agentforce adoption seamless with:
- Pre-built AI bots for customer onboarding, lending, service, and wealth advisory.
- Agentforce enablement workshops for rapid AI readiness.
- AI-driven compliance checks, fraud detection, and document management.
- Conversational AI for personalized customer experiences in retail and corporate banking.
- Integration with Data Cloud for unified customer profiles.
Adopt AI with confidence — powered by Rialtes financial services expertise.
Introducing
RialFinance+
End-to-End Salesforce Services for Financial Services Industry
Our RialFinance+ combines strategic advisory, system design, certified implementation, quality assurance, AI integrations, and ongoing managed services into a single powerful solution — enabling financial institutions to transform, innovate, and lead.
Deep-Dive into Rialtes’ Financial Services Cloud Expertise
1
Retail Banking Module
Personalizing Everyday Banking Experiences
- Seamless customer onboarding and KYC automation.
- AI-driven personalized product recommendations.
- Unified customer 360-degree profiles and service dashboards.
- Integrated mobile banking journeys and self-service portals.
- Branchless banking workflows for enhanced customer reach.
2
Commercial Banking Module
Relationship Banking for Modern Enterprises
- Relationship manager dashboards and intelligent deal pipelines.
- Risk assessment and credit analysis automation.
- Corporate treasury and cash management solutions.
- Loan origination and approval workflows.
- Seamless client onboarding and account servicing.
3
Mortgage and Lending Module
Simplifying Lending Journeys
- Fully digital loan origination and processing workflows.
- AI-powered document verification and underwriting.
- Compliance-integrated KYC/AML processes.
- Personalized rate offers and pre-qualification assessments.
- Customer self-service for application tracking and management.
4
Wealth Management Module
Redefining Wealth Advisory
- 360-degree client and household views.
- Personalized investment portfolios and recommendations.
- AI-powered risk profiling and life event modeling.
- Integrated financial planning and goal tracking.
- Advisor collaboration portals and automated client reports.
5
Agencies & Brokerage Module
Empowering Agents with Tools to Win
- Agent and broker onboarding automation.
- AI-driven lead management and policy recommendations.
- Real-time commission tracking and settlements.
- Integrated policy servicing and claims management.
- Broker-dealer collaboration platforms.
6
Corporate & Investment Banking with Group Benefits
Personalized Corporate Solutions
- AI-driven deal management and pipeline insights.
- Client-centric group benefits administration.
- Advanced corporate client onboarding workflows.
- Risk and compliance management dashboards.
- Integration with ERP and Treasury platforms.
7
Asset Management Module
Modernizing Asset Lifecycle and Client Services
- Client onboarding and KYC compliance.
- AI-powered portfolio performance tracking.
- Automated regulatory reporting and disclosures.
- Personalized investor communications and portals.
- Risk and performance analytics dashboards.
Exelona + Financial Services Cloud
Transforming Real Estate Financial Services
Our proprietary solution Exelona, when integrated with FSC, revolutionizes real estate firms and asset management companies by enabling:
- Asset lifecycle and portfolio management.
- Integrated revenue management, leasing, and marketing.
- Unified investor and tenant servicing platforms.
- Seamless collaboration between real estate finance, operations, and compliance teams.
- AI-driven deal and property recommendations.
One integrated platform — Real Estate + Financial Services.
AgentChat
WhatsApp-Enabled Real-Time Customer Engagement (Included Free with RialFinance+)
With AgentChat , seamlessly integrated into Salesforce FSC, engage your clients in real-time:
- Instant WhatsApp communication directly from Salesforce.
- Automated alerts, statements, and loan updates.
- Real-time customer service and chatbot interactions.
- Secure document and e-signature requests.
- AI-powered reminders and upsell recommendations.
Included FREE with RialFinance+ — enhancing customer engagement without extra costs.
Agentforce
AI-Powered Transformation for Financial Services
Agentforce, with Rialtes’ expertise, delivers AI-driven excellence:
- AI bots for client onboarding, loan processing, and wealth advice.
- Real-time fraud detection and compliance monitoring.
- AI-powered case management and service workflows.
- Seamless AI and human agent collaboration.
- Advanced data-driven insights and next best action recommendations.
Future-proof your client engagement — with Agentforce and Rialtes.
Salesforce Data Cloud & SAP Data Cloud Zero Copy
Unified, AI-Ready Customer Profiles
- Zero Copy Data Access — unified client profiles without duplication.
- Connected data ecosystems across Salesforce, SAP, and financial platforms.
- AI-ready data lakehouse architecture.
- Real-time insights and hyper-personalized customer journeys.
- Enhanced regulatory compliance and risk analytics.
A unified view of your client. Real-time. AI-ready.
How We Deliver
Salesforce Implementation with Certified Experts
- Salesforce Certified Business Analysts and Financial Services Experts.
- PMP and Scrum-certified Project Managers for agile, transparent delivery.
- Dedicated Solution Architects and Technical Leads.
- Ongoing enhancements, compliance updates, and performance optimization.
- 24x7 Global Support with local and offshore teams.
Why Rialtes for Financial Services?
The Experts Behind Your Salesforce Success
- 150+ Salesforce certifications, including Financial Services Cloud, Data Cloud, and Agentforce.
- Deep domain expertise in banking, wealth, lending, insurance, and asset management.
- AI and Agentforce leadership for next-gen customer experience.
- Global delivery with U.S., Canada, Singapore, and India presence.
- AgentChat and Agentforce AI included for faster, smarter client engagement.
