Finance

Bluewave provide skilled consultancy in the financial service market, with industry proven knowledge regarding fund and wealth management integration, tax management solutions, customer wealth service management, case management, marketing automation and more.  This includes:
  • Bespoke industry leading portfolio management for financial vehicle sales and leases
  • Implementations of Salesforce Financial Services Cloud to track household fund management, automated onboarding tasks providing a single view of a customer, relationships, service in regulated markets
  • Dynamic integration with brokerage transactional systems, pushing data as needed to customer views

Insurance

Providing solutions in the insurance space on Salesforce since 2013, Bluewave’s experience in the sector is extensive, from B2B lead and sales tracking, brokerage management, customer portal design, digital marketing and targeting, case management and more in project based, retainer based or BAU support models.  From large international insurance bodies to targeted brokerage firms, we have enabled the insurance industry to modernise processes and identify new avenues of business from their typical user base.  Solutions have included:
  • Insurance firm broker management suite, providing gated access to internal materials, learning management tracking, lead allocation and collaboration
  • B2C insurance broker data segmentation and lead allocation UI
  • Dynamic digital marketing to B2B and B2C space leveraging Salesforce Marketing Cloud
  • B2B insurance lead tracking and quotation management
  • Asset insurance management solutions with integrated content management
  • B2B customer portals for customer HR departments and staff, providing health care insurance statistics and online data modification
For references in this area, please contact us above.
VHI Healthcare
irish life
canada life

What We Do

Since 2010 , Bluewave has been leading the wave of digitally transforming British and Irish organisations. As an established Salesforce partner, we can help your organisation grow and achieve its business goals through the effective design, development and delivery of Salesforce products, tailored for your unique needs.

All Services
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    End to End Delivery

    Our support desk is on hand to support your organisation across all aspects of your Salesforce environment

    End to End Delivery
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    Solution Design

    Our Solution Architects have an excellent reputation for understanding our client's business and requirements. We will listen, advise, analyse and shape a Salesforce solution that is fit for purpose and scalable.

    Solution Design
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    Implementations

    Our highly skilled and certified consultats have 10 years of highly successful Implementations across all Salesforce Clouds

    Implementations
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    Review & Management

    Our review and management servcies will ensure your Salesforce environment is optimised to it's full potential

    Review & Management
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    Environment Architecture Design

    Bluewave's Technical Architects will establish a Salesforce environment that enables continuous, reliable and successful deployments

    Environment Architecture Design
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    Salesforce UX/UI

    Bluewave's Certified Salesforce UX Designers help our customers to lever Salesforce Design to achieve business objectives, as well as the opportunities it provides to create ethical, equitable, and sustainable solutions that benefit both businesses, their emloyees, customers and partners alike.

    Salesforce UX/UI
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    Custom Development

    Leveraging our team of highly skilled and certified Salesforce Developers we deliver complex custom functionality.

    Custom Development
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    Project Management

    Effective Project Management is fundamental to our project's success. Our Project Management methodolgy is Agile and adapted via The Bluewave Way to suit the needs of our clients.

    Project Management
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    Customer Support

    Our support desk is on hand to support your organisation across all aspects of your Salesforce environment

    Customer Support
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    Resourcing

    Our clients enjoy the flexibility of scaling their team up and down by accessing our team of highly skilled consultants

    Resourcing