Financial Services

Bank on trust.

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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, Schwab was able to easily engage with customers to create and capitalize on opportunities.

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, Schwab was able to easily engage with customers to create and capitalize on opportunities.

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 Huntington National Bank consolidate customer data onto a single platform to provide better access to portfolio information, making it easy to recognize cross-sell opportunities.

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 Huntington National Bank consolidate customer data onto a single platform to provide better access to portfolio information, making it easy to recognize cross-sell opportunities.

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

Contact us ›

Financial Services success stories.

  • Wells Fargo
    Wells Fargo

    "Salesforce helps us be a relationship bank."

    Steve Ellis, EVP, Wells Fargo

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    Watch video ›

     

  • Charles Schwab
    Charles Schwab

    "Salesforce gives our investment advisors a platform to build deeper relationships and deliver an enhanced experience to their clients."

    Brian Shenson, VP, Advisor Technology Solutions, Schwab

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    See the full story ›

  • Huntington National Bank
    Huntington National Bank

    "Salesforce gives us a unified view of our customers."

    Jim Baron, Executive Vice President, Director – Retail Sales and Service, Huntington National Bank

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    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

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    Watch video ›

  • United Capital
    United Capital

    "Salesforce helps us get to know our customers, so we can help them achieve their goals."

    Gary Roth, CFO, United Capital

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    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

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    Watch video ›

  • Commonwealth Bank of Australia
    Commonwealth Bank of Australia

    "We're changing the way banking happens."

    Andy Lark, Chief Marketing Officer, Commonwealth Bank of Australia

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    Watch video ›

  • Wells Fargo logo Wells Fargo Connect with customers. Wherever they are.  
  • Schwab Schwab Build lasting customer relationships.  
  • Huntington Bank Huntington National BankKnow your customers.
    Cross-sell more.
     
  • Kelly Services GE Capital Move to a system of engagement.  
  • Kelly Services United Capital Give customers the tools they need.  
  • Kelly Services CGU Insurance Build closer partner connections.  
  • Kelly Services Commonwealth Bank of Australia Become a more social bank.  

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