Slack for Financial Services

Optimize business processes with Slack for financial services

• Banking & Lending
• Insurance
• Investment Banking
• Private Equity
• Real Estate
• Wealth Management

• Banking & Lending

  Quickly escalate and swarm around cases, improving the client service experience.

  Improve collaboration around customers and/or specific deals between commercial/mortgage bankers, their management, and underwriters.

  Collaborate with partners (Banking as a Service) and drive internal collaboration with digital and agile teams.

  Deepen relationships and provide clients with relevant financial products by fostering communication across different lines of business.

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• Insurance

  Add policyholders to claims channels and swarm claims, bringing together agents, claims adjusters, vendors, and more to collaborate and address policyholder needs.

  Allow underwriters to easily request and receive NIGO policyholder applications with agent/broker teams and drive transparency in the quote-to-bind process.

  Improve communication and collaboration between carriers and agencies.

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• Investment Banking

  With Slack, create one central location for industry bankers and financial sponsor coverage bankers to stay better connected with coverage relationships, share news and insights, early pitch ideas, and streamline deal logistics.

  Automatically create deal channels and add staffers once they’ve been approved, adhering to compliance.

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• Private Equity

  Leverage Slack in tandem with Salesforce to manage industry teams and collaborate in channels to ask deeper diligence questions and get deals done faster.

  Onboard new deal team members more easily by providing information in Salesforce about investments and catch up with the history of correspondence in Slack.

  Collaborate directly with LPs and co-investors, ask and answer questions from board members, improve operations with portfolio company management teams, and more.

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• Real Estate

  Create internal and external channels to collaborate with important business relationships, communicate about properties, and coordinate logistics with vendors, lenders, agents, and more.

  Allow different parties to easily ask client servicing questions, keep deal updates and documents organized, and drive transparency.

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• Wealth Management

  Provide great advisor recruiting and onboarding experiences through Slack to differentiate your firm from competition.

  Onboard new clients in a compliance friendly way and collaborate through Slack channels or text messaging APIs to provide a great client experience.

  Build internal channels around clients, consultants, and placement agents to collaborate around their needs, improve the customer experience, and drive more referrals.

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