Financial Services

The future of financial services is here:
Financial Services Cloud.

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Financial Services

Financial Services logo

The future of financial services is here:
Financial Services Cloud.

Watch demo ›

Contact us ›

The World's #1 CRM reinvented for Financial Advisors.

  • Connect with your customers.

    As financial customers engage through more channels than ever, it’s critical to deliver experiences that feel connected, memorable, and personal. That’s why some of the industry’s most influential companies count on Salesforce to unify the customer’s information and experiences across every touch point and deliver game-changing analytics and insight.

    Read report

  • Wealth Management reimagined.

    Salesforce solutions use the full power of social, mobile, and cloud to take productivity to a whole other level. Financial advisors can deliver effortless, proactive, 1:1 services that build stronger connections with clients and heirs alike. So when wealth ultimately changes hands, relationships do too.

    Download e-book

  • Helping banks make the most of every lead.

    Helping banks make the most of every lead.

    Salesforce Lead and Referral for Retail Banks funnels each lead to the right agent, advisor, or manager, delivering a connected, relevant, seamless, 1:1 experience throughout the journey.

    Download Whitepaper

Financial service has a new standard.

Attract new clients. Set new standards of operational excellence.

The Financial Services industry is more competitive than ever. Salesforce provides the industry expertise and technology solutions that give you an advantage. Using Salesforce, Platinum Direct Finance is able to deliver the best possible customer experience, closing deals faster and more efficiently.

Our Financial Services experts have solutions for your business.

Contact us ›

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36%
Increase in customer satisfaction among Salesforce's Financial Services customers.

Financial service has a new standard.

img_solutions_public_sector_overview_990x460

Attract new clients. Set new standards of operational excellence.

The Financial Services industry is more competitive than ever. Salesforce provides the industry expertise and technology solutions that give you an advantage. Using Salesforce, Platinum Direct Finance is able to deliver the best possible customer experience, closing deals faster and more efficiently.

Our Financial Services experts have solutions for your business.

Contact us ›

 

Build client confidence through a system of engagement.

Moving from a system of record to a system of engagement can be daunting. But it’s an essential step. Financial services firms' relationships with their customers are too often impersonal, unconnected, and product-centric. As CGU Insurance can attest, Salesforce makes it easy to unite otherwise siloed teams within your business while staying closely connected to customers and partners, setting you up for long-term success.

Talk to a Financial Services expert to find the right solutions for you.

Contact us ›

40%
Customers who lost trust in the Financial Services Industry in the previous year.

(Source: 2012 E&Y Global Consumer Survey)

img_solutions_public_sector_overview_990x460

Build client confidence through a system of engagement.

Moving from a system of record to a system of engagement can be daunting. But it’s an essential step. Financial services firms' relationships with their customers are too often impersonal, unconnected, and product-centric. As CGU Insurance can attest, Salesforce makes it easy to unite otherwise siloed teams within your business while staying closely connected to customers and partners, setting you up for long-term success.

Talk to a Financial Services expert to find the right solutions for you.

Contact us ›

25%
Average revenue improvement for Salesforce Financial Services customers.
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Get to know your customers, not just their portfolios.

The better you know your customers, the easier it is to offer them products and services they’ll value. Salesforce helped Commonwealth Bank of Australia reinvent banking for the social era to build relationships between the bank and it’s customers using social technologies.

Get expert help finding the right solutions for your unique business.

Contact us ›

img_solutions_public_sector_overview_990x460

Get to know your customers, not just their portfolios.

The better you know your customers, the easier it is to offer them products and services they’ll value. Salesforce helped Commonwealth Bank of Australia reinvent banking for the social era to build relationships between the bank and it’s customers using social technologies.

Get expert help finding the right solutions for your unique business.

Contact us ›

Financial Services success stories.

  • ASX
    Positive Lending Solutions

    "Salesforce has revolutionised our customer business by connecting our customers to better information, faster."

    Mathew Doughty, GM Corporate Technology

    See the full story ›

  • Allianz
    Positive Lending Solutions

    "Salesforce.com helps us make better decisions, significantly improving our core profitability."

    Tasos Hatzimichailidis, General Manager Sales Operations & Transformation, Allianz Australia

    See the full story ›

  • Positive Lending Solutions
    Positive Lending Solutions

    "I chose Salesforce because it’s quick, easy to use and incredibly flexible."

    Tom Caesar, Managing Director

    See the full story ›

  • CGU Insurance
    CGU Insurance

    "Salesforce helps us keep customers and partners at the heart of everything we do."

    Ben Bessell, General Manager, Broker & Agency, CGU Insurance

    Watch video ›

  • AMP Financial Planner
    AMP Financial Planners

    "We've reduced the annual membership renewal cycle down from five months to three weeks."

    Neil Mcdonald, CEO

    Watch video ›

  • Platinum Direct Finance
    Platinum Direct Finance

    "We’ve engineered efficiency into every process using Salesforce - revenues have risen 44% in just six months."

    Richard Kew, Director, Platinum Direct Finance

    See the full story ›

  • Positive Lending ASX Transforming customer experience  
  • Positive Lending Allianz Driving performance excellence  
  • Positive Lending Positive Lending Solutions Doubling Sales Fugyres  
  • Kelly Services CGU Insurance Build closer
    partner connections.
     
  • AMP Financial Planners AMP Financial Planners Know your customers.
    Cross-sell more.
     
  • Platinum Direct Finance Platinum Direct Finance Drives customer intimacy through technology innovation.  

Looking for powerful new ways to connect?

See how Salesforce1 can bring you closer to customers ›

Learn more about what Salesforce can do
for your business.

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