Digital consulting

We bring in deep and functional expertise to deal with the most critical issues. Our advanced digital solutions help you build new avenues for revenue generation.

1. Leadsquared CRM – We are partners with Leadsquared for building solutions for financial institutions that help them to organize and automate their business processes
   • CRM on-the-go  – Allow your field sales team to capture sales efforts in real time.
   • Marketing Automation  – Timely & personalized communication across channels & devices. 
   • Intelligent Sales CRM – Strike the right conversation to drive closures. 
   • Stakeholder User Access – Need-based access to users i.e., your prospects, customers, and partners. 
   • Insights & Analytics – Provide stakeholder groups with data insights.
2. Mobile and Web Development – We hold extensive experience in developing high-end websites and applications for iOS and Android. Our financial app development services include- Ai personalization, financial chatbot, data analysis, reporting, and voice recognition. Our financial websites are created with great attention to detail, stunning UI, and incredible UX design to enhance user engagement.
   

Consulting Services

Our functional expertise helps financial institutions leverage opportunities by using proven and successful approaches. 

1. Architecture Consulting – Architecture management practices guide the process of assessment, designing, and implementation of underlying technology platforms and systems. We help institutions refine their decision-making to enhance business capabilities.  We help financial institutions to build scalable, secure, and customized software solutions with different architecture and designs.
   • Architecture and Technology Blueprints  – We offer key operating principles and guidelines around technology platforms and their capabilities. This in turn helps businesses define strategic assets, assets for change and provide a roadmap for innovative solutions to improving business outcomes. 
   • Security Consulting Services – We offer an end-to-end approach to Cloud and Infrastructure security – designing and deploying hardened environments thus protecting your business. 
   • Data Security – We understand that security is the top-most priority of banking and financial entities. Therefore, we help you design and implement security solutions that provide balanced and protective measures to enable growth while keeping within the risk tolerance limits.
2. Advisory Services
   • Domain expertise and consultancy with real-world experience. 
   • Extensive library of tools and frameworks suited to banking requirements. 
   • We work with you to develop your business strategy and vision & provide an overall business capability model.
   • We understand the capabilities and limitations of the technology available in the market and will help you shape it to best suit your needs. 
3. Customer Experience Consulting – We help banks and financial institutions to create customer-focused solutions that deliver tangible results. 
   
   • Insights – We provide expertise to enable financial entities effectively capture customer insights and take steps to convert them for sustainable advantage. 
   • Strategy – We assist you to build strategies that set you at an advantage and differentiate you in the market, thereby driving profitable customer behaviors.
   • Design – We collaborate with you to design the ideal experience at every interaction in your customer journey across multiple channels. 

Salesforce Consulting

We understand all the knows and hows of optimizing your salesforce requirements. We are empowering banks to support their digital transformation with our expert Salesforce-certified Business Analysts and developers. 

1. Consulting & Strategy Building – We create detailed roadmaps, process frameworks and global templates for an end-to end Salesforce transformation.
   • Process Consulting – Analyzing your sales and customer relationship processes to provide recommendations for automation, integrations, and customizations.
   • Domain & Package Consulting – Developing a strategic blueprint for high-impact road mapping and implementation.
   • Salesforce Roadmap – Creating the implementation roadmap to grow with your organization and power your sales, service and marketing initiatives.
   • Process Frameworks & Global Templates  – Creating process frameworks and templates for easing implementation and ongoing maintenance. 
2. Implementation & Support – We leverage best practices, design templates and process frameworks (adaptive iterative methodology) to develop and implement the most suitable solution. Centelon Salesforce developers configure and manage your Salesforce implementations to suit your workflows. 
   • Salesforce System Integration & Design – Robust integration strategy and frameworks for multi-level integrations with a variety of systems such as social media, analytics and BI platforms, ERP platforms, business applications, payment gateways, and other middleware.
   • Salesforce Migration & CRM upgrades – Define migration roadmap and strategy for seamless migration and upgrade from legacy CRM (on-premises and cloud) into Salesforce. 
   • Application Maintenance &  Support – 360-degree application support, including incident management, problem management, capability & availability management, along with other service management functions. Onsite and offshore based support models optimized to leverage for opex and time-zone difference
3. Product Development – As a trusted Salesforce Partner, we have worked with several global organizations and start-ups to initiate, design, develop and service innovative and bespoke Salesforce products. We have solved business challenges across several industries, including financial services, banking, energy, non-profit, and education. 
   
   • Salesforce Expertise – Our Salesforce expertise from consulting to design to app development can help you leverage and unlock the full power of the Salesforce platform. We can also help you to convert your idea into a product. 
   • AppExchange Experience – Our product team has extensive experience in developing AppExchange products and can help design, prototype, develop and launch products quickly. 
   • Ongoing Releases and Support – We manage ongoing releases and support your product, so you don’t have to deal with all the operational hassles. 
4. Expert Connect – With expertise in Salesforce implementation, testing & DevOps and multiple implementations spanning across the Asia Pacific, Australia, US and Singapore we can help you hire & engage with the right talent. We have worked with India’s largest home loan institution and one of the most prominent pension fund management companies.
5. Salesforce Managed Services – We are a salesforce registered silver consulting partner and an emerging provider for BFSI industry looking to configure and deploy salesforce multi-cloud solutions that enable high performance. We employ the latest methodologies and tools to simplify and accelerate complex Salesforce CRM Implementations. Centelon Salesforce Managed Services provides flexible, scalable, and economical solutions to help you evolve Salesforce capabilities.
   

Data Services

We implement intelligent systems to help you accelerate growth and apply solutions in the shortest periods.

1. Data Engineering Services – Our data engineering services help transform your data into the best possible format. They encompass the following- 
   • Data pipeline Building  – for Ingestion, transformation, and data delivery frameworks.
   • Data warehouse & Data Lake – frameworks for efficient on-premises and cloud implementation. 
   • Data Migration  – Automation templates and frameworks to enable smooth data migration from on-premises to cloud. 
   • Streaming Analytics  – Streaming data analysis such as Click Stream analysis and IOT analytics.
2. AI and ML Services – Our expertise in AI and ML software development can be leveraged to build intelligent systems that effectively automate mundane repetitive tasks & help in developing self-learning algorithms that perform tasks and deliver insights with precision. We Process Structured data models, Computer vision: Images & Videos, Natural language processing: Speech and text, Model validation.
3. BI and Data Analytics – Business decisions need a regular stream of reports and dashboards that can identify the key drivers behind the business’s performance. At Centelon, we have built a sound business intelligence practice to serve multiple industries. Our data analysts have the capability to understand the business language and convert it into appropriate reports and dashboards. Our visualization methodologies put special focus on the ability of the end user to slice and dice the data on the fly.
4. Data Management Services – We address rising data volumes and user demands challenges for financial institutions by creating unified data management frameworks and automated processes. Our services cover-
   • Data Governance and Quality 
     • Metadata management
     • Reference Data Management
     • Enterprise data catalogue and business glossary
     • Data governance frameworks and accelerators
     • Data quality frameworks and solution implementation 
   • Master Data Management
     • Multi-domain master data management strategy and implementation
     • System integration, matching engine training and review assistance
     • On-premises and cloud implementation
     • Master data integration with enterprise systems

RPA

Robotic process Automation enables financial institutions to boost their productivity by engaging with customers efficiently in real-time. RPA enables organizations to achieve process optimization and drive cost efficiency. Once implemented, RPA-based robots will perform functions like sending emails and working across banking software systems for seamless operations. Some important use cases include- 

• Automatic report generation
• KYC and AML
• Customer onboarding
• Account opening
• Loan processing
• Mortgage lending