With Financial Services Cloud, Transamerica Financial Network deepens its client relationships.
Georgia-based Transamerica Financial Network (TFN) is a financial services marketing organisation that is part of Transamerica, one of the world’s leading financial services companies. TFN’s 60,000 independent agents and financial advisors are now using Financial Services Cloud to serve families for life.
“We are making Salesforce part of the culture of the organisation,” said John Joseph, Chief Strategy Officer. "We see Salesforce not just as a technology company, but as part of our family that helps us serve our customers every day."
Transamerica Financial Network is a Trailblazer in financial services.
Massive platform adoption takes place companywide in just 12 weeks.
Learning through Trailhead becomes a fun companywide competition.
“We see Salesforce not just as a technology company, but part of our family that helps us serve our customers every day.”
Innovation is so important to the company, they're building a place to encourage it.
Salesforce becomes an asset in recruiting new associates.
Keep exploring stories like this one.
Our reps have answers.
Ask about Salesforce products, pricing, implementation, or anything else — our highly trained reps are standing by, ready to help.