Techila/Industries/Salesforce for Financial Services

Salesforce for
Financial Services

Which Salesforce products fit banks, wealth managers, insurers and fintechs, and where Financial Services Cloud is worth it.

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We sign an NDA on request, before you share customer or account data.

Salesforce for financial services covers banking, insurance, and wealth and asset management. Financial Services Cloud holds the client and household record; Sales, Service and Marketing Cloud run selling, service and outreach; MuleSoft connects core systems; Data 360 and Tableau handle data and reporting; Agentforce adds AI agents.

Summit

Salesforce partner tier

4.82 / 5

AppExchange rating, 19 reviews

700+

Salesforce projects delivered

500+

Salesforce certifications

The practice

Financial services CRM with a Summit Partner

Techila Global Services is a Salesforce Summit Partner. We help banks, wealth managers, insurers and fintechs choose which Salesforce products to use, then implement and connect them. A fintech with one product may only need Sales and Service Cloud; a bank with households and financial accounts usually needs Financial Services Cloud.

Ready to implement? See Financial Services Cloud implementation.

Lending on Salesforce? See LendSuite.

Loan servicing software on Salesforce

Segments

Where we work in financial services.

One practice, four kinds of institution, each with the Salesforce products its operating model needs.

Where we work in financial services.
Segment	What we build	Salesforce
Banking and credit unions	Relationship manager 360, onboarding, service and case management connected to core banking	Financial Services Cloud, Service Cloud, MuleSoft
Lending	Origination, underwriting, servicing, collections and reporting	Sales Cloud, Experience Cloud, or LendSuite, built on Salesforce
Wealth and asset management	Adviser enablement, client onboarding, compliant marketing journeys	Financial Services Cloud, Marketing Cloud, CRM Analytics
Insurance	Policy servicing, claims intake, agent and broker portals	Financial Services Cloud, Service Cloud, Experience Cloud

What is a CRM for the banking industry?

Salesforce defines CRM in banking as a customer relationship management system designed specifically for the financial sector. A banking CRM keeps each client's accounts, interactions, documents and open requests on one record, so relationship managers, branch staff and service teams work from the same history, and logs those interactions for compliance.

Salesforce's banking CRM is Financial Services Cloud, used with Service Cloud, Marketing Cloud, MuleSoft and Data 360. For community banks and credit unions, Salesforce offers a preconfigured accelerator that it says is best suited to banks with assets under $10 billion. The table maps the features Salesforce lists for a banking CRM to what they do for a bank.

Banking CRM features as Salesforce lists them, and what each does for a bank
Feature	What it does for a bank	Salesforce product
AI agents	Summarize financial histories, suggest next actions and flag churn risk	Agentforce on Financial Services Cloud
Document management	Keep contracts, loan applications and ID documents on the client profile	Financial Services Cloud
Omnichannel communication	Keep the conversation history when a client moves from web chat to phone	Service Cloud
Compliance tracking	Log and date client interactions without manual entry	Financial Services Cloud
Financial pipelines	Track mortgages, commercial loans and wealth portfolios on dashboards	Financial Services Cloud and Tableau

Features from Salesforce's banking CRM page; the product mapping is our guidance. Lenders that need the loan file on the same record can look at LendSuite, Techila's loan origination and loan management software on Salesforce. For implementation, see Financial Services Cloud implementation or book a discovery call.

Which Salesforce products fit which financial services use case?

Salesforce groups its financial services offer into banking (commercial, retail, credit unions and community banks, mortgage and lending), insurance (agencies and brokerages, group benefits, life and annuity, property and casualty) and wealth and asset management. The table maps common use cases to the product that usually carries them.

Common financial services use cases and the Salesforce product that fits
Use case	Who it is for	Salesforce product	Techila page
Client and household record, financial accounts	Banks, wealth managers, insurers	Financial Services Cloud	Financial Services Cloud
Pipeline, referrals and onboarding	Advisers, bankers, fintech sales	Financial Services Cloud or Sales Cloud	Sales Cloud
Disputes, claims and customer service	Banks, insurers, fintechs	Financial Services Cloud or Service Cloud	Service Cloud
Campaigns and client communications	All	Marketing Cloud	Marketing Cloud
Core banking, custodian and policy integration	All	MuleSoft	MuleSoft
Unified client data	All	Data 360	Data 360
AI agents for service and advisers	All	Agentforce	Agentforce
Reporting and analytics	All	Tableau	Tableau

See product fit by segment

Which Salesforce product fits which financial firm?

Which Salesforce product fits which financial firm?
	Banks	Wealth and advisers	Insurers	Fintechs
Financial Services Cloud	●	●	●	●
Sales Cloud	●	●	–	●
Service Cloud	●	–	●	●
Marketing Cloud	●	●	●	●
MuleSoft	●	●	●	●
Data 360	●	●	●	●
Agentforce	●	●	●	●
Tableau	●	●	●	●

Who each product suits, from the use-case table above. A dash means the table does not list that audience for the product.

The segments and product names come from Salesforce's financial services page; which product fits a use case is our guidance and depends on your scope.

Do you need Financial Services Cloud, or is Sales and Service Cloud enough?

Salesforce says Salesforce Financial Services Cloud gives banks, wealth managers and insurers prebuilt applications in place of a generic CRM that needs heavy customization. That matters when you track households, financial accounts held by several people, or processes such as account opening, disputes and claims.

A fintech or lender with simple customer records and a sales and support team may not need it at first. Sales Cloud and Service Cloud cover the pipeline and the service desk, and Salesforce says Sales Cloud or Service Cloud customers can activate Financial Services Cloud in their org later.

Choose Financial Services Cloud if you model households, financial accounts or policies, or need its prebuilt banking, wealth or insurance processes.
Start with Sales and Service Cloud if your customer data is simple and the first goal is a pipeline or a service desk.

Editions and list prices for both routes are on the Financial Services Cloud page. To decide, book a discovery call.

Planning Salesforce for banking, lending or wealth management? Talk through data model, compliance and integration with an architect who has delivered for lenders and banks.

Talk to a financial services architect

Capabilities

What does Techila do for financial services firms?

Product selection, implementation and integration across the Salesforce clouds used in financial services.

/01

Financial Services Cloud

Client and household records, financial accounts, onboarding and service processes.

/02

Sales and service

Sales Cloud and Service Cloud for fintech, lending and support teams.

/03

Client marketing

Marketing Cloud journeys connected to client and adviser data.

/04

Core system integration

Core banking, custodian and policy systems through APIs or MuleSoft.

/05

Reporting

Tableau and CRM dashboards for advisers, managers and compliance.

Delivery process

How does a Techila financial services project start?

With an assessment that ends in a product choice and a plan, before any build.

Step 01

Assess

Output: process and system map

Business lines, client data, core systems and current processes.

Step 02

Choose

Output: product and edition recommendation

Financial Services Cloud or Sales and Service Cloud, and which editions.

Step 03

Plan

Output: blueprint and release plan

Scope, phases, integrations, access and audit requirements.

Step 04

Deliver

Output: live first release

Build, test, train and launch the first team, then the next.

Proof

Recent programs.

All financial services programs →

Financial services clients include loanDepot, American Direct Funding, HDFC Bank and St. James's Place.

Financial services clients include

Wealth management

St. James's Place: Marketing Cloud and Sales Cloud

Banking

Leading Bank: Sales Cloud, Service Cloud and MuleSoft

Lending

loanDepot: one Salesforce lending CRM from origination to closing

Mortgage lending

Locklear Lending (Candid): a mortgage CRM with borrower and agent portals

Want to see how a similar program would run in your org?

Discuss a similar program

Related services

FAQ