Phone: +44 74 24 503 914 & [email protected]
Salesforce for Banking & Finance Industry
Take a step towards a transformative Journey with best CRM for Finance Industry
Helping businesses standout from rest of the competition in the financial sector. In order to update keep the customers updated with all the day to day updates inside the business or updating customers related to their transaction or finances. At Application House we keep our clients on top priority and also help them achieve what the businesses aim for.
We make right fit for your business needs as Salesforce provides a very powerful platform to manage customers relationship data, automating tasks and leveraging things to make right decisions for customers.


Complete Personalization of finance Industry to get a comprehensive view of customers
Salesforce Financial Services Cloud has been instrumental in resolving various challenges faced by the financial services industry, enhancing efficiency, customer experience, and compliance.
Salesforce helps banks to provide a comprehensive customers data view that includes banking details like transaction history, Personal details, interests in products & services and their account engagement over multiple channels. With the help of these functionalities' banks offer personalized journeys for their customers based on their behaviours and actions.
With the Implementation of Salesforce with the Insurance Industry helps in automating the claim process that includes claims submissions to approvals including transparency with policyholders. With predictive analysing to identifying cross selling opportunities and it provides agents to manage policies and performances and also tracking leads.
Wealth Management Industries uses Salesforce for majorly viewing AI driven Insights to achieve their financial goals. It also helps to manages portfolios more effectively that consists of marketing trends & transaction history ensuring maintaining strong relationships with each client providing personalized journeys.
With salesforce implementation in the mortgage & lending industries simplification of heavy paper-works gets simplified. Salesforce helps lenders to maintain a clear communication with clients very clear and transparent resulting faster approvals and eliminating manual data entry.
Salesforce solutions helps fintech industries to scale up quickly using customer centric approach for analyzing customer behaviour and financial data, Salesforce also helps fintech to manage sensitive financial data securely as it comply with international regulations like GDPR, CCPA, maintaining trust and security.
Biggest challenges for capital markets is that these firms maintains high net worth clients and large institutional investors with diverse and complex portfolios and Salesforce helps these industry to leverage professional tracking system with managing deals more efficiently. It also provide great analytical tool to manage complex client relationships.
Switch to better efficiency today with Salesforce Solutions for your Business
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Our Customer's Experience with Application House
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.
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Client in the Healthcare 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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Our Client in the Hospitality 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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Nonprofit Client in Education Industry Project Review - Salesforce Verified
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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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
Number of Salesforce-verified projects completed by the consultant
Number of people employed by the consultant who hold qualifying Salesforce certifications.
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.