Financial Services

Bank on trust.

Salesforce helps you build lasting relationships
with current and future customers.

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Financial Services

Financial Services logo

Bank on trust.

Salesforce helps you build lasting relationships with current and future customers.

Contact us ›

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.

  • 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

    Contact us ›

    See the full story ›

  • Commonwealth Bank of Australia
    Commonwealth Bank of Australia

    "If we can bring back some of that intimacy, then we’ve brought back the very essence of trust and transparency."

    Michael Harte, CIO, Commonwealth Bank of Australia

    Contact us ›

    See the full story ›

  • AMP Financial Planner
    AMP Financial Planners

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

    Neil Mcdonald, CEO

    Contact us ›

    See the full story ›

  • 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

    Contact us ›

    See the full story ›

  • GE Capital
    GE Capital

    "We're connecting customers to GE Capital—and to each other—quickly, efficiently, and socially."

    Sigal Zarmi, CIO, GE Capital Americas

    Contact us ›

    Watch video ›

  • Kelly Services CGU Insurance Build closer
    partner connections.
     
  • Kelly Services Commonwealth Bank of Australia Become a more social bank.  
  • AMP Financial Planners AMP Financial Planners Know your customers.
    Cross-sell more.
     
  • Platinum Direct Finance Platinum Direct Finance Drives customer intimacy through technology innovation.  
  • GE Capital GE Capital Move to a system of engagement.  

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