Financial Services

Complex processes, regulations and high-value customer data don’t hold our expert team back from building specialist solutions for the financial industry time and time again.

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.

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

Our Financial Services Clients

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

Hear from our Financial Services clients.

The magnitude of transferring from an existing CRM system should never be underestimated. Fortunately, we had the support of the Team at Cloud Orca and have been incredibly impressed by their dedication. They have reflected our own levels of service by going over and above, and have delivered an exceptional, and tailored, solution.

Tom Milnes
Business Development Director, Cerno Capital

Taking on a new system is always a challenging time, Cloud Orca's ability to combine excellent product knowledge with a genuine empathy for our situation was hugely appreciated.

Francis Turner
Marketing Lead, Embark Group

The team at Cloud Orca have been amazing throughout the whole process. They were anticipating our needs and set up Pardot to reflect our business needs. They are super friendly and helpful and big on communication too! An overall great experience

Vera Skulteti
Head Of Sales Operations, Vitesse PSP

We would recommend Cloud Orca as our Salesforce implementation partner. We replaced our manual contact data management with Salesforce so we can now manage our data and activities across our sales teams securely. Cloud Orca are small enough to provide a personal and engaged experience. Our business users were listened to carefully so our requirements were well understood and accommodated in the platform.

Leanne Sweeney
Head of Business Transformation, United Trust Bank

Cloud Orca rendered great service to GHIB for the implementation of Salesforce CRM. The Cloud Orca team are highly knowledgeable and provided a highly flexible service. They also provided great support at every point and went above and beyond for us to ensure we delivered according to our requirements.

Temi Akingbuwa
Project Manager, Ghana International Bank

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.