Salesforce for Financial Service Providers and Insurance Companies

Salesforce Consulting & CRM in the Finance and Insurance Industry

Digitization gives banks and the insurance industry the decisive edge. Revolutionize your business models to keep up with digital transformation.

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Challenges of the financial sector

Mastering challenges, creating trust

The finance and insurance industry is caught between increased regulatory scrutiny, rising customer needs, and new market entrants. What counts for institutions now is a clear strategy and strict implementation.

When it comes to one's own assets or health, one thing counts above all: trust as the foundation for long-term customer loyalty and satisfaction. Secure and smooth handling of sensitive data must be guaranteed. Financial service providers must also protect themselves against cyber threats and ensure complete data security.

Sensitive topics require perfect customer care – for this, your employees need a 360-degree view of all customers. Data can be viewed in real time and customer inquiries can be responded to immediately. With tailored advice and service perfectly tailored to customers and partners, we help you achieve long-term customer loyalty.

Die Cloud speziell angefertigt für Ihre Branche

The world of finance redefined

The cloud made specifically for the industry

From banks to insurance companies to wealth managers, this CRM solution brings a breath of fresh air to your industry and opens up a new group of customers who value data-driven, personalized financial experiences. Leverage Financial Services Cloud's built-in best practices, which can be individually extended and customized to provide a 360-degree view of customers. This not only increases customer satisfaction, but also accelerates the introduction of innovative financial products.

With finance into the cloud!

This is how the digital transformation in the financial sector will definitely work out

We offer the right solution for the digitization of the finance and insurance industry. With our expertise and meaningful reference projects, we directly address your industry-specific challenges.

Our strategy

Solutions tailored to your needs

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360-degree view of your customers

Within a single platform, your employees, insurance brokers and other stakeholders will find everything they need – from contracts to master data to highly sensitive information.

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Backend Integration

To ensure optimal communication with your customers, we link Salesforce with your backend. We realize the handling of sensitive customer data through secure interfaces.

Sicherheitsschloss als Wappen

Must-have safety concept

Financial and insurance service providers need to protect themselves against cyber threats. Sensitive data needs extra encryption that can withstand continuous synchronization.

Your contact for the financial sector

Florian Gehring


Everything from one source with one partner

Take off as a digital finance company

Together from the start: We accompany you from the start to the finish of the digitization journey.

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You always wanted to know

You have questions – we have the answers

We are aware that digitization processes are complex. That is why we have summarized the most frequently asked questions for you.

Ready for the future?

Contact us

Is your interest in digital CRM solutions for the financial sector awakened? Our team is ready.