Financial Services

Our dedicated team of financial industry specialists build out solutions that are fit for both the end user and the customer by navigating through industry regulations, complex processes and high value customer data.

Financial Services Industry Experts

We are proud to have worked successfully with over 100 financial services clients. Our expertise in this complex industry has allowed us to implement solutions for a variety of Fin Tech, insurance, stock brokerages and investment service companies. We’ll manage your Salesforce CRM, Service and Marketing needs while you focus on managing your business.

We know that time is money, so we work quickly and efficiently to implement your Salesforce solution; whether that be saving manpower by setting up automated calculations, or consolidating all of your financial data sources into a single 360 view.

Our Financial Services Clients

We are proud to have worked with so many fantastic financial services businesses over years.

Financial Services Success Story

The Result
SaltPay specialise in global payment solutions for small businesses across multiple different markets around the world. Their rapidly growing 250 strong team includes employees working out in the field, meaning it was crucial that their new CRM system was mobile ready and prepped for business growth. Powered by Salesforce Sales Cloud, Cloud Orca provided a CRM solution that enables quicker customer acquisition and onboarding, providing instantaneous insights into business performance, streamlining core operational processes and promises a scalable future.

Cloud Orca helped us implement Salesforce and more importantly, guided us in understanding our own business requirements in order to ensure the implementation was successful. They set us up for the future by providing a plethora of training material and advice.

Thomas Stern, Sales Solutions

x Increase
In the speed of the sales cycle
Source of data across the business
Visibility into all clients using Salesforce Maps

Hear from our Financial Services clients.

Interested in Salesforce
for your business?

Are you a Financial Services business interested in how we can use our experience to tailor a solution for you?

As your Salesforce implementation partner, we will ensure you get the very best out of your solution to optimise agent productivity.

Contact us today to find out how we can transform your business.