Salesforce CRM for Financial Services

Process improvement and Salesforce implementations for Financial Services companies, including Banking, Business Services, Wealth Management, Insurance, Loans, and more.
Salesforce for Financial Services

Salesforce, the No. 1 CRM in the world, by the numbers

Average improvements based on the survey of 7000+ Salesforce customers between 2015 and 2017.

+38%

Forecast accuracy

+38 %

Sales productivity

+32%

Increase in revenue

+32%

Lead conversion

+26 %

Win rate

Top 5 reasons

to use Salesforce for Financial Services

 Top reasons Salesforce Financial Services

1. The world’s #1 CRM adapted specifically for financial services

The premier Customer Relationship Management platform has been reimagined for financial services companies and institutions, including for:

  • Banking
  • Business services
  • Capital markets
  • Insurance
  • Loans (financing, mortgages, etc.)
  • Real estate
  • Wealth management

2. Track every interaction for compliance

The financial industry is different. The trust between customers and their institutions is paramount, even more so than in other industries. Salesforce enables the tracking of every interaction, from pre-sale to post-sale, so that your employees and customers are always on the same page, with all the data in one place.

3. Streamline the customer and employee journeys

Salesforce enables you to control and optimize every step of the customer journey, so that you can improve conversion rates, make the delivery process easier and more automated, and provide easy-to-use tools to your staff to better so they can serve customers better. From marketing, to sales, delivery, and support, you can now design a fully streamlined, automated, coherent, and consistent journey, for both customers and employees.

4. Make your partners better

Like many companies and institutions in the Financial Services sector, you may be working with partners in sales channels or service delivery channels. With Salesforce, you can enrich, solidify and expand those relationships, by providing your partners with better tools to serve their customers more efficiently and by using the latest that you have to offer.

  • Pricing tools and quoting tools
  • Loan calculation tools
  • Product and services portals
  • Customer portals and communities
  • Partner portals and communities
  • Mobile applications
  • Electronic signatures

5. The power to connect your organization at scale

Organizations have a productivity incentive to connect systems across departments to provide better service, reduce errors, and facilitate reporting on activities – but this is more difficult to achieve that it seems. Salesforce is one of the few, if not only, platform that can legitimately claim to be able to scale with your organization, connecting departments by using its different modules and capabilities:

  • Financial Services Cloud
  • Sales Cloud
  • Service Cloud
  • Community Cloud
  • Marketing Cloud / Salesforce Pardot
  • Salesforce App and App Cloud
  • Electronic signatures / eSignatures
  • Custom integration of ERP and accounting systems

Why work with SOLJIT for Salesforce in Financial Services?

By far, the best reason to work with SOLJIT is that we want your business to be successful now and in the long term.

 Saleforce Partner

1 We are a Salesforce partner

SOLJIT has been doing Salesforce projects since 2011. We are a Silver Consulting Partner of Salesforce. We’ve helped many companies and institutions of the Financial services sector reach their goals of improved efficiency, lower operational costs, faster sales cycles, better partner relationships, and better customer experience.

 Salesforce Sales Cloud certified experts

2 Our Salesforce experts are certified

Our team boasts Salesforce certified business analysts and developers, to ensure that you get the most out of your solution, from project kick-off, to implementation, to handoff.

 Salesforce Financial Services for Banking

3 We work with large financial institutions

Size matters. Large financial institutions offer a wide variety of products and services to a wide variety of consumers, professional customers, and partners. We understand that all departments and divisions need tailored solutions to meet their objectives, all while maintaining data integrity across the company, and being able to share visibility and reporting that enable management to make decisions.

 Salesforce Financial Services for Insurance

4 We work with insurers

The insurance sector is highly competitive, with consumers and professional customers being frequently solicited to switch provider to achieve savings, or to benefit from more inclusive packages or a broader package of services. In this environment, we understand that a proactive and efficient sales process, as well as a quick and user friendly customer journey and onboarding process, can make all the difference in the world.

 Salesforce Financial Services for Wealth Management

5 We work with wealth management

Value added services attract highly discerning customers. They expect personalized services and a customer experience to match. We understand those needs and expectations, and are able to tailor Salesforce so you can efficiently provide your unique and differentiated experience in a manner that fosters loyalty and retention.

 Salesforce Financial Services for Capital Markets

6 We work with capital markets and market research firms

Whether you sell or recommend investments, Salesforce can be tailored to ensure your teams and customers have access to the information they need to go about their business. This can be achieved through personalized portals, apps, and emails, that enable you to track user activities, for continuous improvement to operations and customer experience.

Free Digital Transformation Self-Assessment

A SHORT QUESTIONNAIRE THAT WILL TELL YOU :
  1. Illustrate where you stand today, from 0-100%.
  2. Show you how you are doing in your department (whether you work in sales, customer service, accounting, HR, document management or marketing).
  3. Help you identify areas where you can make productivity gains.

 

 

Ok let's do it!

SOLJIT

Salesforce for Financial Services: Our Path Together

A few words from various Salesforce customers in the Financial Services industry.

Latest news & blog posts about Salesforce CRM for Financial Services

Articles  |   17-09-2019

Why a 360-degree customer view is critical for your customers and your operations

What is a 360-degree  customer view? A 360-degree customer view is when you are able to consult and update all the information related to customers — including all their interactions... Read more >

Articles  |   20-08-2019

INFOGRAPHIC - A day in the life of a Sales VP using the CRM from Salesforce

Introduction The devil is in the details. Before making a decision on the adoption of a new solution, it is important to be able to move away from high level... Read more >

Articles  |   30-07-2019

Quebec tax credit for CRM and ERP - Deadline January 1st 2020!

IMPORTANT: Get in touch with us quickly, as the discussion regarding your project must start before January 1st 2020 in order for you to be eligible for the tax credit!... Read more >

Select your currency
USD United States (US) dollar
EUR Euro