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💰 FINANCIAL SERVICES

Grow AUM. Stay Compliant. Build Lasting Client Trust.

AI-Powered CRM for Finance — From Wealth Management to Lending, Built for Regulatory Demands and Revenue Growth.

Financial services firms operate under unique pressure: intense regulation, high client expectations, complex products, and fierce competition from fintechs. Amalfi implements Salesforce Financial Services Cloud and Zoho Finance Suite with AI-powered compliance capabilities

What We Build

  • Client 360 & Household Management — See every account, relationship, life event, and interaction in one screen. Salesforce FSC maps entire family financial relationships.
  • Compliance-Ready CRM — Built-in audit trails, data retention policies, and role-based access satisfying SEC, FINRA, GDPR, and RBI requirements.
  • AI-Powered Client Risk Profiling — Automatically classify clients by risk tolerance, life stage, and product suitability — reducing mis-selling risk.
  • Referral & Cross-Sell Automation — AI identifies cross-sell and upsell opportunities and triggers personalized outreach at the right moment in the client lifecycle.
  • Loan Origination Workflow — Automate the entire lending journey: application intake, document collection, credit verification, approval routing, and disbursement tracking.
  • Real-Time Financial Dashboards — Client-facing portals and internal analytics dashboards with live portfolio performance and actionable insights.

Our Unique Differentiator

We specialize in AI-powered transaction dispute resolution and KYC automation — cutting onboarding time from days to hours while maintaining full regulatory compliance. Our implementations are audit-ready from day one.

Key Tools: Salesforce Financial Services Cloud | Zoho Finance Suite | Einstein AI | N8N | DocuSign | WhatsApp

Turn Mission Into Momentum

Improvement in advisor productivity
27 %
Faster KYC onboarding with AI automation
70 %
Higher cross-sell rates with personalized outreach
35 %

Modernize Your Financial CRM → Schedule a Compliance-Ready Demo

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