Financial Services
Industry Leaders Rely on the Power of On-Demand
When it comes to maintaining their most critical business relationships—those with their clients—financial services leaders including Merrill Lynch, SunTrust, and Aon depend on salesforce.com. Over 1,600 financial services customers around the globe, from the smallest teams to the largest firms, put their trust in the Salesforce CRM customer relationship management (CRM) solution and the Force.com platform.
Institutions in wealth management, insurance, capital markets, banking, and other segments of the financial services industry are embracing the salesforce.com model:
- The most customizable CRM application
- The ultimate integration of client information, market data, and transactional activity via the Force.com platform
- The most trusted partner for availability, performance, and security
- A unique choice of pre-integrated financial services apps via AppExchange
The Industry-Leading Salesforce CRM Application
The award-winning Salesforce CRM solution enables financial services professionals to manage all critical client information—from contact details to activity history—in one place. With rave reviews from analysts, the media, and customers alike for its ease-of-use and its point-and-click customization capabilities, you can be confident that your users will embrace Salesforce CRM like no other application.
The Complete Force.com Platform
To have a holistic view of your clients, you need to pull transactional data into Salesforce CRM from back-office systems and to customize your implementation. The Force.com platform makes these once-cumbersome tasks simpler. And with each new release of Salesforce CRM—or when you upgrade to a new product edition—all of your integration and customization work is preserved automatically.
The Unique AppExchange Marketplace for Financial Services Data and Tools
With AppExchange, you can extend the power of Salesforce CRM by installing pre-integrated applications and services—like portfolio analysis and tracking—all in a matter of clicks. Our broad ecosystem of partners—including financial services leaders like Dow Jones and Thomson— provides in-depth industry functionality that seamlessly integrates with your Salesforce CRM solution.
