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Our Financial Services Industry Expertise

On Salesforce customers can attain tailored solutions for the financial services industry, leveraging its extensive cloud-based platform to address the unique challenges and needs of this sector. Salesforce's Financial Services Cloud is specifically designed to enhance customer relationships, streamline operations, and drive growth for organizations in banking, wealth management, insurance, and other financial sectors.

By leveraging Salesforce's Financial Services Cloud, institutions in the financial sector can enhance customer engagement, streamline operations, ensure compliance, and drive growth, all while maintaining high levels of security and privacy.

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Salesforce Financial Services cloud_AHL
Sales Process Customization​ in salesforce
Consultancy & MSP Partner specializing in Integration

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Making What’s
Salesforce Financial Services Cloud

Salesforce Financial Services Cloud has been instrumental in resolving various challenges faced by the financial services industry, enhancing efficiency, customer experience, and compliance. Here's how it has addressed key issues:

01

Unified Customer Profiles

It consolidates data from multiple sources into a single view, offering financial professionals a comprehensive understanding of each customer's financial needs, preferences, and history, facilitating personalized service.

02

Streamlined Operations

Automating routine tasks and processes, from client data management to report generation, boosts productivity, allowing advisors and agents to focus on delivering value-added services.

03

Regulatory Compliance

The platform helps institutions navigate the complex regulatory environment by providing tools for better management of compliance processes, documentation, and client communication, reducing the risk of violations.

04

Enhanced Personalization

Leveraging integrated customer data, the platform enables highly personalized marketing, sales, and service strategies tailored to individual client needs and goals, improving client satisfaction and loyalty.

05

Improved Collaboration

By offering shared views of customer data and communication channels, it fosters collaboration among team members across departments, ensuring a cohesive client service approach.

06

Data Security

Salesforce Financial Services Cloud ensures the protection of sensitive client information with robust security measures, helping institutions maintain trust and comply with privacy regulations.

07

Efficient Cross-Selling

The platform provides insights into client behaviors and needs, identifying opportunities for relevant cross-selling and upselling that align with clients' financial goals.

08

Simplified Client Onboarding

Streamlining the onboarding process, Salesforce Financial Services Cloud enhances the initial client experience, setting a positive tone for the client relationship.

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Client Testimonials
Our Customer's Experience with Application House
Client Testimonials

At Application House, our customer's success defines our success. We make sure that all engagements are carried out with end-to-end support from our consultants.

We brought on a team from Application House Limited to support us with transitioning one of our programs from a very old, hard-coded user interface in Salesforce Classic to a mostly out-of-the-box layout in Salesforce Lightning. It was important for us to preserve the things that our internal users appreciated most and used most often, and the Application House Limited team was able to guide us toward solutions that would feel the most "custom" but would still be easy to maintain as needed. We had done a lot of the discovery and discussion of business needs prior to engaging with Application House, which made the process of scoping technical requirements much smoother for this build than others I have experienced. The work that this team did to fully understand our needs, to document all the work that was done, and to ensure that our internal team was brought along in the process led to one of the most seamless and painless UI adoptions I have ever been a part of. Thank you to the Application house team.

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Nonprofit Client in Education Industry

Project Review - Salesforce Verified

We brought on Application House to support our team as our in-house Salesforce Admin was planning to transition out of the organization. The Application House team did an exemplary job learning about the organization and our data needs in order to support us. I have worked with data consultants in the past who struggled to learn all of the nuances of our program and our staff's needs, but I had the complete opposite experience with Application House. Over time, we were able to transition from merely focusing on short-term "survival" maintenance to bigger-picture projects like cleaning out old fields, relieving technical debt, and completing important documentation work to help us maintain our systems over time

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Nonprofit Client in Education Industry

Project Review - Salesforce Verified

I really appreciate all the help you have given me and hope to make some further progress in removing the Managed Package from our system. Thanks again for all that you have done, I have learned so much!

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Client in the Healthcare Industry

Project Review - Salesforce Verified

Application House Salesforce Architect is very knowledgeable about Salesforce and explained complex processes clearly which helped me to understand Salesforce a lot better. He helped me throughout the process and made sure I was satisfied with the results. I hope to continue to work with Application House in the future!

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Client in the Healthcare Industry

Project Review - Salesforce Verified

Application House Limited Team is highly skilled and excellent to work with, from the projects beginning till the very end I was in capable hands.They understood the all of our needs and were able to execute them with efficiency. In the future I will definitely use their services again

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Our Client in the hospitality Industry

Project Review - Salesforce Verified
List of our
Global Clients

Having worked with Fortune 500 companies and mid-size and budding start-ups, our primary objective is to understand your business processes and provide solutions that are less complex and more effective.

*Client company names can be shared on request

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Projects Completed

Number of people employed by the consultant who hold qualifying Salesforce certifications.

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Certified Experts

Application House manages the scope to meet the business expectation that fit in currently available resources by managing a small team of resources to fulfill business needs for multinational Fortune 500 companies in all counties across the world.

Speak with
Our Specialists

    General Enquires

    Phone: +44 74 24 503 914 & sales@applicationhouse.com