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Expert Salesforce Integration for Public Sector & Financial Services

We architect and manage tailored Salesforce solutions for government agencies, insurers, and financial institutions to drive peak performance and maximum ROI.

Partners

We work with leading technology partners to deliver integrated content solutions that automate, scale, and streamline your operations.

Salesforce

Hyland

Tungsten

Square 9

Salesforce

Hyland

Tungsten

Square 9

Salesforce

Hyland

Tungsten

Square 9

Salesforce: The Unified Platform for Customer & Constituent Engagement

Salesforce provides a powerful, industry-specific cloud platform to unify relationships and automate core processes. For the Public Sector, it modernizes agency workflows for case management and licensing; for Financial Services, it creates a holistic view of policyholders and members to streamline everything from claims to personalized banking.

As your strategic Salesforce partner, BlueIrisIQ transforms this technology into a true business asset. We leverage our deep expertise in both Public Sector and Financial Services to move beyond standard implementation. Our focus is on architecting a tailored solution—fully integrated with your existing systems—that drives measurable ROI. We ensure your Salesforce platform is not just live, but fully optimized and adopted, turning its powerful capabilities into a more responsive, efficient, and connected organization. 

A Curated Ecosystem of Industry-Leading Technology

We have cultivated strategic partnerships with the most innovative and trusted names in the industry to provide you with a comprehensive suite of solutions.

Salesforce provides a powerful, industry-specific cloud platform to unify relationships and automate core processes. For the Public Sector, it modernizes agency workflows for case management, licensing, and permitting. For Financial Services, it creates a holistic view of policyholders and members, streamlining everything from claims processing to personalized banking. The result is a more responsive, efficient, and connected organization.

Salesforce provides a powerful, industry-specific cloud platform to unify relationships and automate core processes. For the Public Sector, it modernizes agency workflows for case management, licensing, and permitting. For Financial Services, it creates a holistic view of policyholders and members, streamlining everything from claims processing to personalized banking. The result is a more responsive, efficient, and connected organization.

Salesforce provides a powerful, industry-specific cloud platform to unify relationships and automate core processes. For the Public Sector, it modernizes agency workflows for case management, licensing, and permitting. For Financial Services, it creates a holistic view of policyholders and members, streamlining everything from claims processing to personalized banking. The result is a more responsive, efficient, and connected organization.

Salesforce - Public Sector Solutions

Transform your public sector organization with Salesforce Public Sector Solutions, a suite of applications designed to modernize government agencies. This platform empowers you to streamline case management, automate workflows, and enhance constituent engagement.

Leverage pre-built, configurable modules for core government functions like licensing, permitting, and inspections to significantly shorten your deployment timeline. By automating these essential workflows, you can boost operational efficiency, reduce manual workloads, and lower the total cost of service delivery.

Accelerated Deployment & Operational Efficiency

Leverage pre-built, configurable modules for core government functions like licensing, permitting, and inspections to significantly shorten your deployment timeline. By automating these essential workflows, you can boost operational efficiency, reduce manual workloads, and lower the total cost of service delivery.

Accelerated Deployment & Operational Efficiency

Leverage pre-built, configurable modules for core government functions like licensing, permitting, and inspections to significantly shorten your deployment timeline. By automating these essential workflows, you can boost operational efficiency, reduce manual workloads, and lower the total cost of service delivery.

Accelerated Deployment & Operational Efficiency

Achieve a 360-degree view of your constituents by unifying data across departments into a single, secure platform. This approach breaks down information silos, enhances inter-agency collaboration, and empowers you to deliver faster, more transparent, and responsive citizen services that build public trust.

Unified Constituent & Case Management

Achieve a 360-degree view of your constituents by unifying data across departments into a single, secure platform. This approach breaks down information silos, enhances inter-agency collaboration, and empowers you to deliver faster, more transparent, and responsive citizen services that build public trust.

Unified Constituent & Case Management

Achieve a 360-degree view of your constituents by unifying data across departments into a single, secure platform. This approach breaks down information silos, enhances inter-agency collaboration, and empowers you to deliver faster, more transparent, and responsive citizen services that build public trust.

Unified Constituent & Case Management

Leverage pre-built, configurable modules for core government functions like licensing, permitting, and inspections to significantly shorten your deployment timeline. By automating these essential workflows, you can boost operational efficiency, reduce manual workloads, and lower the total cost of service delivery.

Agile, Secure & Compliant Cloud Platform

Leverage pre-built, configurable modules for core government functions like licensing, permitting, and inspections to significantly shorten your deployment timeline. By automating these essential workflows, you can boost operational efficiency, reduce manual workloads, and lower the total cost of service delivery.

Agile, Secure & Compliant Cloud Platform

Leverage pre-built, configurable modules for core government functions like licensing, permitting, and inspections to significantly shorten your deployment timeline. By automating these essential workflows, you can boost operational efficiency, reduce manual workloads, and lower the total cost of service delivery.

Agile, Secure & Compliant Cloud Platform

Salesforce Financial Services Cloud

Navigate the complexities of the financial industry with Salesforce Financial Services Cloud. This industry-specific CRM provides a unified platform to build deeper, more personalized relationships with your clients.

For Property and Casualty Insurance

One secure platform to manage policies, claims, and customer data—fast, accurate, and always accessible.

For Property and Casualty Insurance

One secure platform to manage policies, claims, and customer data—fast, accurate, and always accessible.

For Property and Casualty Insurance

One secure platform to manage policies, claims, and customer data—fast, accurate, and always accessible.

Streamlined End-to-End Claims Management

Accelerate your entire claims processing lifecycle, from first notice of loss to final settlement. By leveraging intelligent, automated workflows, you can reduce manual tasks, improve the accuracy of risk assessments, and lower overall claims leakage.

Streamlined End-to-End Claims Management

Accelerate your entire claims processing lifecycle, from first notice of loss to final settlement. By leveraging intelligent, automated workflows, you can reduce manual tasks, improve the accuracy of risk assessments, and lower overall claims leakage.

Streamlined End-to-End Claims Management

Accelerate your entire claims processing lifecycle, from first notice of loss to final settlement. By leveraging intelligent, automated workflows, you can reduce manual tasks, improve the accuracy of risk assessments, and lower overall claims leakage.

Unified Agent & Policyholder Experience

Empower your agents and brokers with a holistic, 360-degree view of every policyholder. By unifying policy data, claims history, and communications, your team can deliver faster, more personalized service, which directly increases both agent productivity and customer satisfaction.

Unified Agent & Policyholder Experience

Empower your agents and brokers with a holistic, 360-degree view of every policyholder. By unifying policy data, claims history, and communications, your team can deliver faster, more personalized service, which directly increases both agent productivity and customer satisfaction.

Unified Agent & Policyholder Experience

Empower your agents and brokers with a holistic, 360-degree view of every policyholder. By unifying policy data, claims history, and communications, your team can deliver faster, more personalized service, which directly increases both agent productivity and customer satisfaction.

Intelligent Policy & Risk Management

Enhance underwriting discipline and boost retention with intelligent policy management tools. The platform provides automated renewal tracking and sophisticated analytics, enabling more accurate risk management and helping you build a more profitable book of business.

Intelligent Policy & Risk Management

Enhance underwriting discipline and boost retention with intelligent policy management tools. The platform provides automated renewal tracking and sophisticated analytics, enabling more accurate risk management and helping you build a more profitable book of business.

Intelligent Policy & Risk Management

Enhance underwriting discipline and boost retention with intelligent policy management tools. The platform provides automated renewal tracking and sophisticated analytics, enabling more accurate risk management and helping you build a more profitable book of business.

For Credit Unions and Community Banks

One secure hub for all member data and documents.

For Credit Unions and Community Banks

One secure hub for all member data and documents.

For Credit Unions and Community Banks

One secure hub for all member data and documents.

Unified 360-Degree Member View

Build lasting loyalty by creating a holistic view of each member and their household. By unifying data, tracking referrals, and setting personalized financial goals, you empower your team to deliver the tailored advice and services that strengthen member relationships.

Unified 360-Degree Member View

Build lasting loyalty by creating a holistic view of each member and their household. By unifying data, tracking referrals, and setting personalized financial goals, you empower your team to deliver the tailored advice and services that strengthen member relationships.

Unified 360-Degree Member View

Build lasting loyalty by creating a holistic view of each member and their household. By unifying data, tracking referrals, and setting personalized financial goals, you empower your team to deliver the tailored advice and services that strengthen member relationships.

Data-Driven Growth & Wallet Share Expansion

Drive measurable growth with a platform designed to increase your share of wallet. Built-in referral tracking and analytics provide the data-driven insights needed to identify new opportunities, cultivate loyalty, and maintain a competitive edge in a crowded market.

Data-Driven Growth & Wallet Share Expansion

Drive measurable growth with a platform designed to increase your share of wallet. Built-in referral tracking and analytics provide the data-driven insights needed to identify new opportunities, cultivate loyalty, and maintain a competitive edge in a crowded market.

Data-Driven Growth & Wallet Share Expansion

Drive measurable growth with a platform designed to increase your share of wallet. Built-in referral tracking and analytics provide the data-driven insights needed to identify new opportunities, cultivate loyalty, and maintain a competitive edge in a crowded market.

Automated Lending & Compliance Workflows

Accelerate core processes like loan origination and improve your risk posture with automated workflows. The platform helps streamline lending operations , manage case-centric member services , and ensure adherence to compliance reporting requirements, enhancing both efficiency and governance.

Automated Lending & Compliance Workflows

Accelerate core processes like loan origination and improve your risk posture with automated workflows. The platform helps streamline lending operations , manage case-centric member services , and ensure adherence to compliance reporting requirements, enhancing both efficiency and governance.

Automated Lending & Compliance Workflows

Accelerate core processes like loan origination and improve your risk posture with automated workflows. The platform helps streamline lending operations , manage case-centric member services , and ensure adherence to compliance reporting requirements, enhancing both efficiency and governance.

Empowering Your Business Future

BlueIrisIQ's Expertise

Our certified Salesforce consultants possess deep expertise in both Public Sector Solutions and Financial Services Cloud.

We architect solutions tailored to your specific industry requirements, handling complex data migration and integration with your core systems. Through proactive managed services and expert technical support, we ensure your Salesforce platform operates at peak performance, driving maximum ROI. 

Ready to unlock the full potential of your IT ecosystem?

Contact us today to schedule a consultation and discover how BlueIrisIQ can be your premier partner in systems integration and digital transformation. Let's build a more efficient, intelligent, and successful future for your organization, together.

Ready to unlock the full potential of your IT ecosystem?

Contact us today to schedule a consultation and discover how BlueIrisIQ can be your premier partner in systems integration and digital transformation. Let's build a more efficient, intelligent, and successful future for your organization, together.

Frequently Asked Questions (FAQs)

What are the key benefits of integrating Salesforce with a content services platform like Hyland OnBase?
What are the key benefits of integrating Salesforce with a content services platform like Hyland OnBase?
What are the key benefits of integrating Salesforce with a content services platform like Hyland OnBase?
How do we choose the right systems integrator for a Salesforce Financial Services Cloud implementation?
How do we choose the right systems integrator for a Salesforce Financial Services Cloud implementation?
How do we choose the right systems integrator for a Salesforce Financial Services Cloud implementation?
We have offices across the U.S. and use multiple platforms (e.g., Salesforce, Hyland). Why is a vendor-agnostic systems integrator like BlueIrisIQ the best choice?
We have offices across the U.S. and use multiple platforms (e.g., Salesforce, Hyland). Why is a vendor-agnostic systems integrator like BlueIrisIQ the best choice?
We have offices across the U.S. and use multiple platforms (e.g., Salesforce, Hyland). Why is a vendor-agnostic systems integrator like BlueIrisIQ the best choice?
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By using this site, you authorize us to collect, store, and use information about your visit, and you agree that any related disputes will be submitted to arbitration in New Jersey. For more details or to revoke your permission, review our. Privacy Policy