Salesforce for Financial Services

Salesforce for Financial Services

Financial Services

How to adapt & grow at a pivotal time in the industry

The financial services industry is facing its watershed moment, from banking and capital markets to investment management and everything in between. Not only is the industry more competitive than ever before, but customers’ needs are changing in real time.

With extensive expertise since 2013, Incloud understands the complex processes & pain points of financial services organizations, but most important, Incloud knows how to help them succeed in these times of disruption.

Watch this video to get a taste of our knowledge leadership …

Overcoming Financial Services Challenges

Panel Discussion : Financial Services Challenges 

Learning topics:

  • The shift towards self-investing and democratization
  • The rise in robo-investing and automation
  • Data and analytics
  • Digital transformation
  • Improving customer experience



This is a smart discovery call from a financial services customer journey standpoint, uncovering blind spots to generate quick wins with actionable insights.


  • Web site conversion rate increased by up to 30%
  • Cost per lead reduced by up to 20%
  • Return on digital ads increased by up to 45%
  • Sales cycle time reduced by up to 25%
  • Current Martech spend optimized

Successes we had with our clients


  • Achieved a cultural shift to a digital-first approach by implementing a Customer-Centric CRM Solution.
  • Incloud focused on revamping sales and marketing through the Challenger Sales Model to streamline processes, and align teams with campaign automation to drive revenue growth, expand market shares, and achieve cost reduction.


  • Replaced ineffective CRM with Salesforce Financial Services Cloud, centralizing client communication and holdings.
  • Incloud ensured robust security, streamlined onboarding, and utilized Docusign for document management, providing personalized training.


  • Implemented a flexible digital solution for sales, addressing short-term needs with a CRM solution.
  • Incloud replaced Hubspot with Salesforce Sales Cloud, centralizing communication and holdings for a comprehensive client view, and developed reports and dashboards for tracking activities.

Trusted by Successful Financial Services Organizations

Food for thought

Creating Personalized Financial Services Experiences with Salesforce

Salesforce, a robust and flexible CRM platform, is helping financial service providers meet these demands. In this article, we will explore how Salesforce empowers financial institutions to create highly personalized experiences for their clients, enhance customer engagement, and drive business growth.

Read the blog >

Implementing Salesforce within a financial organization is a transformative endeavor.

It promises increased efficiency, improved customer relationships, and streamlined processes. However, success in this venture depends significantly on having the right team members onboard.

Read the blog >

In the financial industry, the power of Customer Relationship Management (CRM) systems has risen to the forefront as a strategic imperative.

This article delves deeper into the top four strategies that financial institutions can harness to leverage CRM for sustained growth.

Read the blog >

Financial service companies have increasingly recognized the value of integrating Salesforce into their operations. 

We address the top FAQs that frequently arise after implementing Salesforce, shedding light on its potential benefits and capabilities.

Read the blog >

In today’s world, managing Salesforce integration points is crucial for financial services organizations. Salesforce, a popular customer relationship management (CRM) tool, helps these organizations streamline this task.

However, integrating Salesforce into existing systems can present challenges that must be addressed to ensure smooth operations. Let’s explore some common integration challenges and strategies to overcome them.

Read the blog >

Salesforce has revolutionized the way financial institutions operate by offering a range of technologies that streamline processes, enhance collaboration, and deliver exceptional customer experiences.

In this article, we will explore some of the Salesforce technologies that make life easier for financial services, without the complex jargon.

Read the blog >

Salesforce has become a go-to solution for many financial service providers due to its robust features and capabilities. However, implementing Salesforce is only the first step. To truly harness its potential, financial institutions need to have a post-implementation plan in place.

Read the blog >

Curious to learn more about trends & solutions discussed by our panelists? This is for you!

eBook available on-demand

Disruption in Financial Services: How to Adapt and Grow

In this e-book, we explore and analyze 5 challenges in the financial services industry and identify key solutions to these challenges.

  • The shift towards self-investing and democratization
  • The rise in robo-investing and automation
  • Data and analytics
  • Digital transformation
  • Improved customer experience