01
Financial Customer 360
Create a connected view of customers, households, relationships, accounts, interactions, and financial activities.
Financial Services CloudData CloudSales Cloud
FINANCIAL SERVICES
Build Stronger Financial Relationships with Salesforce
Connect customers, advisors, financial data, and service operations.
Connect customers, advisors, financial data, and service operations with Salesforce solutions designed to create secure, personalized, and connected financial experiences.
Financial services are built on trust. Your technology should reinforce it.
Banks, wealth managers, lenders, and financial institutions need to deliver personalized experiences while managing complex data, legacy systems, and regulatory requirements.
01
Disconnected Customer Information
Customer relationships often span accounts, products, advisors, and multiple channels. Bring relevant information together to create a complete customer view.
02
Complex Financial Processes
Manual onboarding, approvals, service requests, and documentation can slow down teams and create friction for customers.
03
Security & Compliance
Financial organizations need strong controls around sensitive information, user access, data governance, and regulatory requirements.
WHERE SALESFORCE FITS
One connected platform for financial services.
Connect relationship management, customer service, financial data, automation, analytics, and external systems through a scalable Salesforce ecosystem.
Salesforce Platform
Hover a capability to see how it connects into the platform layer.
- Data
- AI
- External Systems
INDUSTRY SOLUTIONS
Solutions built around your financial services business.
We design Salesforce solutions around the customer relationships, financial processes, and operational requirements that matter most to your organization.
02
Wealth Management
Give advisors a complete view of clients, households, financial goals, interactions, and relationship history.
Financial Services CloudSales CloudTableau
03
Lending & Customer Onboarding
Simplify application, document collection, verification, approval, and onboarding workflows through connected digital experiences.
Experience CloudOmniStudioMuleSoft
04
Financial Service & Support
Connect customer requests, service interactions, account information, and support teams to deliver faster and more personalized service.
Service CloudAmazon ConnectOmni-Channel
ACCELERATORS
Accelerate your financial services transformation.
Reusable Salesforce solution patterns and integration capabilities help financial organizations simplify implementation and move toward business value faster.
01
Customer 360 Foundation
Create a connected customer foundation across individuals, households, accounts, relationships, interactions, and financial activities.
02
Digital Onboarding Framework
Streamline customer onboarding with digital forms, document collection, workflow automation, verification, and approvals.
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Financial Service Contact Center
Connect Salesforce Service Cloud with Amazon Connect to give service teams customer context across voice and digital interactions.
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Core Banking Integration
Connect Salesforce with core banking and financial systems to synchronize relevant customer, account, transaction, and service information.
ECOSYSTEM
Connect your financial services technology ecosystem.
We bring Salesforce together with core banking platforms, financial applications, customer channels, data platforms, and enterprise systems.
- Financial Services Cloud
- Sales Cloud
- Service Cloud
- Data Cloud
- Experience Cloud
- Marketing Cloud
- Agentforce
- Tableau
Financial Services Ecosystem
- MuleSoft
- Core Banking Systems
- FinTech Platforms
- APIs
- Contact Center Platforms
- Enterprise Applications
WHY LA CONFIANZA
Built for the complexity of financial services.
01
Financial Services Expertise
Design Salesforce solutions around banking, wealth management, lending, customer service, and financial relationship management.
02
Security-First Approach
Build solutions with appropriate access controls, data governance, security architecture, and compliance considerations.
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Integration Expertise
Connect Salesforce with core banking, FinTech, customer service, data, and enterprise platforms.
04
Scalable Architecture
Create a flexible Salesforce foundation that can support growing customers, products, users, data, and business operations.
- 360° Customer Visibility
- Give advisors, relationship managers, and service teams a clearer view of customer relationships and interactions.
- Faster Onboarding
- Reduce manual steps across customer onboarding, documentation, verification, and approval processes.
- Smarter Service
- Connect customer information and service interactions to help teams deliver faster and more personalized support.
- Better Decision-Making
- Use connected financial and customer data to uncover insights and support more informed business decisions.
FEATURED WORK
Creating a connected financial services experience.
FINANCIAL SERVICES
Creating a connected financial services experience.
Problem
Customer and financial data across disconnected systems: Teams lacked a unified view of customer relationships, financial information, and service interactions across multiple systems.
Solution
Connected Salesforce financial ecosystem: Implemented Salesforce capabilities and integrations to connect customer information, financial workflows, service operations, and supporting business systems.
- Improved visibility across customer relationships, streamlined workflows, and created a stronger foundation for personalized financial services.
HOW WE ENGAGE
Support for every stage of your Salesforce journey.
01
Strategy & Advisory
Planning your financial transformation?
We assess your current systems, business processes, data landscape, and Salesforce requirements to create a practical transformation roadmap.
02
Implementation & Integration
Ready to modernize?
We implement Salesforce solutions and connect financial systems, customer channels, data platforms, and enterprise applications around your business needs.
03
Optimization & Managed Services
Already using Salesforce?
Keep your platform secure, optimized, and evolving through ongoing enhancements, automation, integrations, administration, and support.
Ready to build stronger financial customer relationships?
Connect customers, financial data, service operations, and intelligent automation with Salesforce solutions built for modern financial services.
FAQ
Frequently Asked Questions
Salesforce can connect customer relationships, financial workflows, service operations, data, automation, and analytics to create a more unified financial services experience.
Financial Services Cloud is Salesforce's industry-focused platform for financial organizations, supporting customer relationships, households, financial accounts, advisors, and industry-specific workflows.
Yes. Salesforce can connect with core banking and financial systems using APIs, MuleSoft, and other integration approaches based on the organization's technology architecture.
Yes. Service Cloud can connect customer information, cases, service workflows, and contact center technologies such as Amazon Connect to create a more connected support experience.
Salesforce can help digitize and automate onboarding workflows, including data collection, documentation, approvals, verification, and communication across the customer journey.