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.


Forecast accuracy

+38 %

Sales productivity


Increase in revenue


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.

 Salesforce Partner since 2013

1 We are a Salesforce partner

SOLJIT has been a Salesforce Partner since 2013. 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.

Some of our customers in Financial services


Largest credit union in North America

“SOLJIT is supporting us with a boutique level of service for the delivery of critical projects that enable us to automate our sales, connect to our back-office, and generate substantial savings. SOLJIT provides personalized and high-level strategic and tactical advice that result in real measurable benefits. They are definitely the best kept secret in town!”

Jones Lang Lasalle

Commercial real estate and investment management

“SOLJIT has been a tremendously valuable Salesforce partner for our team. They have saved us from the poorly developed applications done by larger, nationally recognized firms, provided innovative solutions to tough problems and, most importantly, they get it right the first time. We would recommend them to everyone.”

Salesforce for Financial Services: Building Trust with Customers

A few words on how Salesforce helps builds trusted customer relationships in Wealth Management, Banking, Lending & Insurance.

Latest news & blog posts about Salesforce CRM for Financial Services

Articles  |   27-10-2021

How to Select the Right Salesforce Partner to Achieve Your Goals

    Introduction... You Have a Vision It outlines how your organization should evolve with Salesforce over the next few years. The vision might be high-level or very detailed. It... Read more >

Articles  |   25-01-2020

Why Is Agile the Way to Go for Digital Transformation Projects?

If you are planning to start or are already launching a Digital Transformation project within your organization, there are ways to manage this venture that can make a big difference... Read more >

Articles  |   24-01-2020

What Generates the Most Gains in Digital Transformation? Automation.

How can you identify the best areas to spend time on Digital Transformation initiatives?   Where should you invest in Digital Transformation to ensure the best return on investment?  ... Read more >