01462 412021


Salesforce Financial Services Cloud

Form deeper and trusted relationships with your clients

Find out more

Financial Services Cloud Expertise

Salesforce Financial Services Cloud helps financial advisors build deeper and trusted relationships with their clients. Because the system automates relevant customer information from a number of different IT systems, business will become more streamlined and productive. Salesforce Financial Services Cloud helps entrepreneurs to keep track of financial goals, determine new opportunities, and grow client relationships.


  • Streamlined Wealth Management
  • More Efficient Operations
  • Improved Customer Service
  • Enhanced Team Collaboration
  • Secure Customer Data

How Cognition24 can help?

With our extensive Financial Services expertise, we’ll help you connect your business across channels, service lines and geographical locations and help you build trusted and strong relationships with your clients. Our customers in the Insurance, Banking and Wealth Management sectors have all benefited from our innovative Salesforce, FinancialForce and Change Management solutions.

Financial Services Case Studies



Dedicated to payroll solutions, Dataplan is a payroll outsourcing company providing fully managed payroll services that unlike many of the big payroll solution players, who offer a bit of everything, specialise in payroll. DataPlan made a start on implementing Salesforce and realised that it was more functionally rich than they expected so needed help with reviewing and helping them to work through the implementation including integration of Proposify – a proposal generation tool.


Following some initial workshops, we proposed and implemented a Salesforce solution on FastStart, our rapid Salesforce implementation methodology. Presented them with a solution that made the best out of the out of the box Salesforce features, limited customisation, connected to multiple lead generation website and migrated legacy data. In a relatively short space of time, we provided them with a fully functional sales operation system with leads automatically being assigned to the sales team for qualification and proposal, ability to review KPI, reports and dashboards in a comprehensive and simple way.



Crowdstacker is an FCA-regulated P2P lending platform, making peer to peer lending accessible and rewarding for investors and borrowers.


Cognition24 was asked to conduct a review of Crowdstacker's Salesforce Sales and Marketing Cloud with particular focus on Pardot to Marketing Cloud migration.

All Clear Travel Insurance


All Clear Travel Insurance is a market leading insurance specialist for customers with pre-existing medical conditions. They are a global business with offices in the UK, Gibraltar and Australia.


Cognition24 was asked to conduct a review of their CRM architecture and as a result, implemented Salesforce Sales, Marketing and Financial Services Cloud.



LeapFXG is a global provider of foreign exchange and international payment services for corporate and private clients across the UK, Europe, USA, Middle East, Asia and Africa.


As an FX trading company LeapFX needed to move fast and quickly access data and systems. The solution designed for LeapFXG allowed this business to go from start-up to £1M turnover in less than 3 months.

Baker Jayne


Baker Jayne Insurance Brokers is an independent insurance and risk management consultancy.


Baker Jayne is a mature business with a variety of internal systems, processes and data sources. Utilising our rapid implementation methodology, Cognition24 were able to bring all elements together and provide a simple, robust and effective Salesforce Financial Services solution.



Healix provides healthcare and risk management solutions to clients around the world, with offices in the UK, USA, New Zealand, Kenya, Singapore, Spain and Greece.


Healix had purchased SalesForce Sales Cloud and needed our help with a rapid re-build for sales and marketing. We worked alongside senior management teams to configure an efficient management solution for sales, sales management, financial forecasting and marketing. In addition, we also assisted Healix with their reporting suite.

Audere Solutions


Audere is a regulated, independent foreign exchange risk management consultancy.


Cognition24 provided critical support to Audere with Salesforce Financial Services Cloud, and administered additional user training to help further embed the solution. We also assisted Audere by building a suite of customised financial reports.