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FINANCIAL SERVICES

 * Overview
 * Banking
 * Insurance
 * Customer Stories
 * Resources

QUESTIONS? CALL US 00800 7253 3333 (FREEPHONE)
Questions? CALL US 00800 7253 3333 (FREEPHONE)
Contact us

DISCOVER TRAILHEAD.
THE FUN WAY TO LEARN SALESFORCE.
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Financial Services

Overview Banking Insurance Customer Stories Resources
 
 


SECURE CUSTOMERS FOR LIFE WITH SALESFORCE FOR FINANCIAL SERVICES.

The financial services industry is built on client relationships. That's why
finance firms need a customer relationship management (CRM) solution. You can
unify your teams with Salesforce's Customer 360 — a single flexible platform
that puts the customer at the centre.
The financial services industry is built on client relationships. That's why
finance firms need a customer relationship management (CRM) solution. You can
unify your teams with Salesforce's Customer 360 — a single flexible platform
that puts the customer at the centre.
Watch demo



CONNECT AND AUTOMATE FRONT, MIDDLE, AND BACK-OFFICE PROCESSES AROUND YOUR
CUSTOMER.

Bring your entire financial service organisation into a single, secure platform
designed to grow with you and your customers. With Salesforce, you can create
world-class onboarding experiences, bring teams together with real-time
collaboration, and deliver world-class customer experiences that change with the
times. We have solutions to suit every type of financial services business.
Bring your entire financial service organisation into a single, secure platform
designed to grow with you and your customers. With Salesforce, you can create
world-class onboarding experiences, bring teams together with real-time
collaboration, and deliver world-class customer experiences that change with the
times. We have solutions to suit every type of financial services business.


 
 


BANKING


BE THE BANK YOUR CUSTOMERS TRUST.

You can focus on customer needs and financial wellness with Salesforce. Our
tools will help your employees provide seamless multi-channel experiences. We
support all banks including mortgage and lending providers, retail, commercial,
community, and corporate and investment banks, and credit unions.
Learn more about Banking


 


INSURANCE


DELIVER CUSTOMER-CENTRIC INSURANCE EXPERIENCES.

Salesforce can help you create omni-channel experiences, increase agility, and
automate processes. You can use our tools to quote and issue insurance policies,
carry out service requests, and adjudicate claims. Discover our solutions for
property and casualty, life and annuity, group benefits, agencies, and
brokerages.
Learn more about Insurance

 


WEALTH & ASSET MANAGEMENT


BUILD BETTER CUSTOMER RELATIONSHIPS.

Want to deliver the memorable and personalised experiences that clients expect?
Salesforce's wealth and asset management solutions can support you to offer
proactive advice, goal-based planning, and strategic opportunities — all from
one single, connected platform.



 




 


FINTECH


AT THE HEART OF FINTECH.

Enhance your connection with customers and the wider digital environment across
your lifecycle of activity. With Salesforce’s Financial Services Cloud, you can
scale globally, personalise experiences, and support embedded finance.
Learn more about FinTech
 



 



 
 
 


“WITH SALESFORCE, WE CAN ACCELERATE OUR DIGITAL AMBITIONS AND CONTINUE TO
PROVIDE THE FINANCIAL SERVICES THAT CORPORATES AND SMES NEED TO PROSPER.”


JONATHAN HOLMAN, HEAD OF DIGITAL TRANSFORMATION, CORPORATE & COMMERCIAL BANKING
| SANTANDER

See the story



 
 






SALESFORCE PRODUCTS FOR FINANCIAL SERVICES.

Unite your teams, serve customers better, and meet your goals with the right mix
of solutions and apps.
Learn more

 






CLOSE MORE DEALS FROM YOUR DIGITAL HQ.

Slack is the place for real-time collaboration. Instantly share insights,
maintain compliance, and make faster decisions from anywhere by combining
Financial Services Cloud with Slack.
Learn more


 
 






SALESFORCE PRODUCTS FOR FINANCIAL SERVICES.

Unite your teams, serve customers better, and meet your goals with the right mix
of solutions and apps.
Learn more

 






CLOSE MORE DEALS FROM YOUR DIGITAL HQ.

Slack is the place for real-time collaboration. Instantly share insights,
maintain compliance, and make faster decisions from anywhere by combining
Financial Services Cloud with Slack.
Learn More


 
 






SALESFORCE PRODUCTS FOR FINANCIAL SERVICES.

Unite your teams, serve customers better, and meet your goals with the right mix
of solutions and apps.
Learn more

 






CLOSE MORE DEALS FROM YOUR DIGITAL HQ.

Slack is the place for real-time collaboration. Instantly share insights,
maintain compliance, and make faster decisions from anywhere by combining
Financial Services Cloud with Slack.
Learn More



 
 


FREQUENTLY ASKED QUESTIONS




FREQUENTLY ASKED QUESTIONS.

 


WHAT IS CRM IN FINANCE?

CRM stands for customer relationship management. A CRM for financial services is
more than financial software. It’s a system of engagement designed to help you
manage and improve your client and customer relationships. 


HOW DOES SALESFORCE WORK FOR FIRMS IN FINANCIAL SERVICES?

Our financial cloud platform connects every layer of your data and tech stack.
It gives you a 360-degree view of each customer, helping you increase loyalty,
build on your existing datasets, create AI-powered apps, and transform customer
experiences – with clicks, not code.



WHICH SALESFORCE PRODUCTS WORK BEST FOR FIRMS IN FINANCIAL SERVICES?

Financial Services Cloud is our world-leading customer engagement platform,
reimagined for financial services. It’s the natural starting point for
insurance, banking and wealth management firms.

 



 






READY TO LEARN MORE ABOUT FINANCIAL SERVICES SOLUTIONS?

Contact us




NEW TO SALESFORCE?

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by their respective owners.

salesforce UK Limited, village 9, floor 26 Salesforce Tower, 110 Bishopsgate,
London, UK, EC2N 4AY. General Enquiries: +353 14403500 | Fax: +353 14403501 |
Sales: 00800 7253 3333

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