Salesforce for financial services

The world’s #1 CRM for financial services
Optimize your customer experiences for both consumers and business clients in order to maximize conversion rates, satisfaction, and customer retention.

Top 5 reasons to use Salesforce in financial services

Financial services have been greatly impacted by digital transformation. Whether in banking services, business services, insurance, wealth management, real estate management, financial markets, or loan management, B2B and B2C customers now expect intuitive and optimized experiences. In this context, the world’s #1 CRM is also the CRM of choice for financial services, thanks to its customization and integration capabilities. What are your top 5 reasons?

  1. Create digital experiences that meet expectations
  2. Be compliant with laws and regulations
  3. Track your KPIs in real-time
  4. Create a 360-degree view of your customers to serve them more effectively
  5. Integrate your systems to be able to do more

Benefit from our experience with financial services companies

Our teams of consultants, business analysts, functional analysts, scrum masters, developers, QA specialists, and Salesforce architects have completed dozens of projects with financial services. Benefit from their business acumen and technical expertise to accelerate your business.

Why choose to work with SOLJIT? What sets us apart from other partners?

Our greatest advocates are our clients. Our track record demonstrates our ability to deliver complex projects, of superior quality, on time. Behind these successes are competent and dedicated individuals who embody our company culture: We care. We lead. We deliver.

Accelerate your continuous improvement

Your next project with us