Financial Services Practice

Empower your financial organization with enhanced data visibility, improved customer relationships, and more efficient case management using Salesforce Financial Services solutions.
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Deliver experiences that satisfy and retain your customers and members.

Often, organizations such as banks and credit unions rely on outdated procedures that generate silos and result in disjointed customer journeys. We can help you leverage Financial Services Cloud to create experiences that put customers at the heart of everything you do.

Areas of expertise

Banking & Lending

Financial Services Cloud gives you a 360° view of your customers, anticipates customer and member needs, and surfaces applicable products and services at the right time.

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Commercial Banking

  • Digital Account Opening & Onboarding
  • Treasury & Cash Management
  • Digitization of Annual Reviews & Client Planning
  • Lending & Loan Origination
  • Sales Forecasting & Profitability Measurement
  • Segmentation & Coverage Management

Retail Banking

  • Branch Management
  • Contact Center Servicing
  • Data Analytics & Integrations
  • Marketing Preference Management
  • Centralized Activity Tracking
  • Coaching & Performance Management

Mortages & Lending

  • Mortgage Pre-Approval Processing
  • Digital 1003/URLA Data Collection
  • Automated Credit Risk Analysis
  • Integration with Loan & Mortgage Origination Systems
  • Collateral & Document Management Integration
  • Obligor, Guarantor, and Co-Signer Management

Capital Markets

Developing cutting-edge solutions isn’t a privilege reserved for large, resource-rich firms. Connect with a Salesforce implementation partner who matches your ingenuity and delivery excellence track record.

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  • Trade Entry & Management
  • Call Reports & MNPI Tracking
  • Regulatory & Compliance Reporting
  • Liquidity & Risk Management
  • Legal & Credit Hierarchy Tracking
  • Pipeline Forecasting & Profitability Measurement
  • Investor & Fund Tracking

Wealth & Asset Management

Wealth managers can leverage Salesforce’s analytics toolset to predict market trends, map future models, and proactively anticipate client needs.

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  • Wealth Management
  • Aggregated Client Householding
  • Digital Appointment Scheduling
  • Guided Onboarding and Account Opening
  • Financial Customer 360
  • Capture Risk and Investment Preferences
  • Track Life Events and Goals

How we can help

Retail
Commercial
Wealth Management

Meet Catarina R.

Chief Banking Officer
at a large retail institution

“These days, members expect more out of their financial services experience than they ever have before. I worry that we aren’t doing enough to nurture relationships and ensure that our account holders don’t leave us for one of our competitors.”

How can our Salesforce consultants help?

  • Implement Salesforce to achieve a 360° view of customers’ needs, wants, and outreach history
  • Facilitate efficient case management with complaint and dispute resolution features
  • Maintain customer engagement through onboarding outreach programs, regular financial health assessments, and automated journey mapping
Catarina R

Meet Enzo B.

Chief Banking Officer at a commercial bank

“I feel like we’ve hit a wall. We’re struggling to grow our existing relationships and expand our non-interest income stream. We’re not even sure if our customer experience is keeping pace with the industry standard! We’re stagnating, and you know what they say about organization’s that aren’t always ahead — they fall behind.”

How can our Salesforce consultants help?

  • Kickstart growth initiatives via whitespace identification tools
  • Elevate opportunity pipeline management
  • Implement centers of influence tracking
  • Improve management of complex relationship groups
Enzo

Meet Haowei Y.

Executive Vice President at a midsize wealth management firm

“Competition has gotten intense over the last several years. Fintech has dominated consumer conversations; retention has become a real area of anxiety. We need to find, cultivate, and grow our client relationships. Sure, relationship growth has always been a priority — but now, it’s a matter of survival.”

How can our Salesforce consultants help?

  • Achieve a 360° view of a consumer’s needs, priorities, and communication history
  • Improve opportunity pipeline management
  • Elevate customer experience via better case and referral management
  • Engage consumers through periodic financial health assessments and next-best-action analytics
Haowei

Our Success

“We really do see Gerent as an extension of our internal team. Every time we needed to ask them to come onto a call because we weren’t sure how to proceed with the build, they were there for us.”

Hong Thai, CRM Manager, Steinbach Credit Union

Why Choose Us?

Our team consists of Salesforce and financial services industry veterans, all of whom have extensive experience in digital solutions and operational problem-solving. Choose us to execute your Salesforce implementation, and we’ll construct a tailor-made solution that fits like a glove.

We’ll take the time to understand your unique business

We’ll build you a sustainable and scalable solution

We’ll collaborate with you every step of the way

Start Improving Your Business With Us Today

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Managed Services

Financial Services Cloud makes administration and management simple with cost-effective, scalable solutions. See how we use our expertise as a Salesforce implementation partner to tackle hefty administrative requirements, facilitate better and more efficient case management, address industry pain points, and accelerate your business for success now and in the future.

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Our Experts

Kal Shah

VP, Regulated Industries

Talk to Kal
Brad Killam

Brad Killam

Delivery & Customer Success Leader, Highly Regulated Industries
‍

Talk to Brad

Dan Belcher

Director, Financial Services

Talk to Dan

Charlie Ballard

Technical Architect, Financial Services

Talk to Charlie

Our Point of View

Our thought leaders on the hot topics and latest trends in financial services industry.

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Infographic

Data Cloud + AI: What’s the Value for Banks & Credit Unions?

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Video

Demo: FSC Deposit Account Opening Accelerator

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Upcoming Events

We are always hosting events for financial services organizations, whether an industry conference, a Salesforce conference, or other customer gatherings.

Check out where we’re
going to be next!

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