Salesforce for Financial Services

Salesforce for Financial Services Growth

Financial firms are increasingly turning to CRM platforms like Salesforce to enhance productivity and manage client information. This results in advisors dedicating more time to assist clients in achieving their objectives, rather than handling administrative tasks. With Salesforce, advisors can provide tailored, proactive advice across various channels, thereby surpassing investor expectations. 

So what are the benefits:

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

Moreover, Salesforce allows financial advisors to establish more profound and dependable connections with their clients. By automating relevant customer data from disparate sources, businesses operate more efficiently. Salesforce aids entrepreneurs in monitoring financial objectives, identifying fresh opportunities, and expanding client relationships. 

Salesforce: Increased Client Engagement

Built on the Salesforce Customer Success Platform, Financial Services Cloud includes features created specifically for client engagement, and designed with the needs of advisors in mind.

Financial Services Cloud is built for the whole Financial Services industry so can be used by investment managers, financial consultants, insurance organisations, and financial institutions, to name but a few. One of the main features of Financial Services Cloud is the ability to change how wealth and asset management, finance, and insurance firms, interact with and nurture clients.

  • Complete Client and Household Views
  • Productivity and Client Engagement
  • Client Data Management

Is Salesforce Financial Services Cloud Safe?

This is a question that we’re often asked, Financial Service Cloud is secure and easy to use.  Salesforce takes data security very seriously and uses some of the most advanced technology for Internet security available today. In addition to standard safety features, there are links to Field Automated Systems, Event Monitoring, and Application Authentication, which will ensure that your banking information is both private and secure.

How Cognition24 can help?

With our extensive Financial Services expertise, Cognition24 can help you in seamlessly integrate Salesforce into your business operations. We specialise in connecting 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, Certinia and Change Management solutions

Salesforce Case Studies

Sterling VDR


Sterling Technology is the leading European provider of premium virtual data room (VDR) solutions for the secure sharing of content, business process automation and collaboration for the M&A, corporate development, capital markets, private capital, banking and legal communities. Sterling has been supporting the capital and M&A markets for over 30 years, and since opening their first VDR in 2010 they have helped customers and users from over 187 countries and 90 industries successfully complete thousands of deals.


Cognition24 assisted Sterling VDR with a custom integration from a proprietary platform to Salesforce Sales Cloud. We continue to support Sterling with marketing automation and system enhancements.



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

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