Unify customer data, frontline teams
and intelligent workflows
with Salesforce
We implement, integrate and optimize Salesforce for financial services - from customer data and relationship management to onboarding, service automation and AI-enabled engagement.
Why Finative for Salesforce
Banking-native implementation for CRM delivery
Banking experts
Delivery track record
Talents with certification
Post-launch support
ONE CUSTOMER CONTEXT ACROSS FINANCIAL SERVICES
A connected platform for relationships, service and intelligent action
Agentforce Financial Services, brings industry-specific CRM, data and workflows together for banking, insurance, wealth management, asset management and lending. Finative turns that platform into a governed, integrated operating layer for customer-facing teams.
Connect customer, account, policy, portfolio and interaction data across systems so bankers, advisors and service teams work from one harmonized context.
Configure onboarding, referrals, servicing, relationship management and opportunity workflows around financial-services processes and control requirements.
Ground intelligent assistants and AI agents in trusted customer data to support proactive service, meeting preparation, next-best actions and policy-guided execution.
What a Finative-delivered Salesforce build actually includes
Design the customer data model, relationship views and frontline workspaces around your operating model.
Configure banking, insurance, wealth, lending and service workflows using industry-specific capabilities.
Integrate Salesforce with core banking, policy, portfolio, payments, identity and document systems.
Migrate and reconcile customer data with governance, permissions and auditability built into delivery.
How we work with Salesforce
From first rollout to everyday operations - three ways we support your Salesforce environment, at whatever stage you're at.
End-to-end rollout of your Salesforce build - architecture, configuration, data migration, testing, and a phased go-live plan. Timeline depends on scope and integration complexity.
Ongoing support once you're live - monitoring, release management, enhancements, security reviews, and a dedicated support line, so your Salesforce environment continues to evolve.
Connecting Salesforce to core banking, policy, portfolio, payments, identity, documents, and internal data sources - the integration work that creates a trusted customer view across your enterprise.
Philippines
Tier 1 Bank
Modernizing core banking integration for 10M+ customers and 200K SMEs.
Read case study
40%
IT cost reduction
2.2x
Release frequency
Common questions from both prospective clients and visitors comparing implementation partners.
Salesforce Financial Services Cloud, now known as Agentforce Financial Services, is a purpose-built platform for banking, insurance, wealth management, asset management and lending, combining industry-specific CRM, data and workflows.
It extends CRM with financial-services data models, relationship views, workflows and processes designed for regulated customer engagement and servicing.
No. Salesforce is typically integrated with systems of record so customer-facing teams can use harmonized data and workflows without replacing the underlying core.
Yes. We design integration across core banking, payments, policy, portfolio, KYC, documents, contact-centre and enterprise data platforms.
Salesforce provides capabilities that can support consumer and commercial use cases. The final scope depends on the products, journeys and operating model selected for implementation.
AI should be grounded in trusted enterprise data, governed by permissions and policy, and introduced against clearly defined workflows such as service, meeting preparation, referrals and next-best actions.
Yes. Our scope can include data migration, configuration, integration, automated testing, release management, monitoring, enhancements and ongoing platform support.
Pricing depends on platform scope, data migration, integrations, custom workflows and engagement model. Book a consultation for a scoped estimate.
