Skip to content 
Financial Services Cloud
Premier CRM Solution Tailored for Financial Professionals
Salesforce Financial Services Cloud is a CRM platform built specifically for banks, insurance companies, and wealth management firms to manage client relationships, automate workflows, and ensure regulatory compliance.
Nespon Solutions has a specialized financial services team with deep expertise across the financial and insurance sectors, supporting all major segments within the industry.
We collaborate with a wide range of financial institutions, including banks, insurance companies, fintechs, and insurtechs, to design and execute strategies built on the Salesforce platform, leveraging Financial Services Cloud. These strategies reduce client onboarding time, consolidate client data from multiple systems into a single unified view, and establish a clear roadmap for long-term success.
Key Features of Financial Services Cloud
- Unified Client Profiles: Consolidate client information into a single, unified view.
- Household Relationship Mapping: Visualize and manage complex family and business relationships.
- Action Plans: Automate and standardize client service workflows.
- Financial Account Tracking: Monitor accounts, assets, and liabilities through integrated data views.
- Compliance Support: Tools to support regulatory compliance and reporting requirements.
- Referral Management: Track and manage referral opportunities across your network.
Client Success Solutions
Industry Advisory Services
Accelerate your transformation with industry-aligned best practices.
- Comprehensive Business Analysis and Process Discovery Services catered specifically for the Insurance Industry and Retail Banking.
- Development of Salesforce Transformation Strategies including Roadmaps, Operational Approaches, Program Management, and Establishment of a “Centre of Excellence" for Maintenance and Platform Governance.
Delivery, Staffing & Implementation
- Fundamental Salesforce Implementation and Ongoing Application Maintenance and Support Services.
- Implementation Services for Salesforce Financial Service Cloud and Salesforce Industries tailored for the Insurance Sector and Retail Banking.
- Smooth Salesforce Sales and Service Cloud to Financial Service Cloud Migration Services.
Enablement & Handover
Accelerate readiness to embrace change.
- Internal readiness is key to executing the changes. Our enablement and hand-over services include:
- Interactive On-site or virtual training Change management and Employee Adoption Project Handover.
Business Process Outsourcing
We take care of your needs
- During your transformation journey, you may find it beneficial to outsource certain processes, allowing you to focus on your core operations. Let's discuss further!
Value Added Services
We advocate for the adoption of mobile-first and omnichannel-relevant experiences. Our comprehensive suite of services includes advisory, enablement, delivery, and successful handover, all underpinned by our profound understanding of the financial services industry.
The Nespon Difference
- Industry Pioneering: We lead the way in implementing innovative solutions, including Salesforce Financial Services Cloud for Insurance in the LATAM region.
- Elite Partnership: As proud members of the Salesforce Partner Golden Badge Program, we are committed to excellence and delivering toptier solutions.
- Specialized Expertise: We bring both technical and functional expertise in Salesforce Insurance solutions, strengthened by extensive experience in the insurance sector.
- Proven Track Record: Our successful digital transformation projects for leading insurance clients, including Sura, Global Seguros, and Andina ART, demonstrate our ability to achieve tangible results.
- Innovative Solutions: We consistently drive innovation and thought leadership within the insurance sector, providing unique assets and strategies that help clients stay ahead of the curve.
Frequently Asked Questions
Salesforce Financial Services Cloud is a purpose-built solution on the Salesforce, designed for financial institutions with capabilities for client relationship management, household relationship mapping, and support for regulatory compliance.
Banks, insurance companies, wealth management firms, fintechs, and other financial institutions looking to unify client data, streamline operations, and support regulatory requirements.
Financial Services Cloud extends Salesforce Sales Cloud with industry-specific capabilities such as household relationship mapping, financial account tracking, and compliance-focused data models, reducing the need for extensive customization.
Let’s Take the First Step Together
Nespon’s industry expertise and unique delivery model offer cost-effective solutions for industry-specific needs. Our Salesforce specialization drives accelerated results in platform implementation, improvement, or digital transformation.
Financial Services
Cloud
Now known as Agentforce Financial Services, it unifies financial data, customer relationships, and workflows on one platform. Empower financial institutions with AI-driven insights, intelligent automation, and personalized customer experiences.
Talk to a Financial Services ExpertA CRM Built for Financial Services
Salesforce Financial Services Cloud, now Agentforce Financial Services, extends Salesforce with industry-specific data models, workflows, and capabilities for financial institutions. This CRM platform is robustly designed to meet the unique needs of the financial services sector.
It supports organizations across banking, wealth management, insurance, lending, and other financial services while connecting customer relationships across sales and service. The platform empowers financial institutions to streamline operations and enhance customer interactions, ensuring a seamless experience. Nespon Solutions leverages its deep technical expertise to ensure that clients maximize the potential of this powerful tool.
Client Profiles
Bring relevant client information, financial accounts, interactions, and relationships together in Salesforce. This feature ensures that teams have comprehensive visibility into client details, facilitating personalized service and improving financial service delivery. With Nespon Solutions, these profiles are tailored to fit the specific demands of your enterprise.
Relationship Mapping
Visualize relationships across individuals, households, businesses, and other connected parties. Relationship mapping is crucial for understanding the interconnected nature of financial services clients, which aids in offering tailored solutions.
Financial Accounts
Represent relevant accounts, assets, liabilities, and other financial information within the client relationship. This allows teams to manage complex financial data efficiently, enhancing data integrity. Our expertise ensures these representations align with your organization's unique financial structures.
Industry Workflows
Use purpose-built Salesforce data models and workflows to support banking, wealth, insurance, and other financial services processes. Industry workflows are designed to optimize operations within specific financial sectors, enabling more effective service management.
The Building Blocks of Connected Financial Services
Financial Services Cloud brings customer relationships, financial context, workflows, and service together on Salesforce to support industry-specific experiences.
Unified Client Profiles
Bring customer information and interactions together to give teams connected client context. Unified client profiles enable teams to provide informed and cohesive services, which are fundamental to client satisfaction.
Household & Relationship Mapping
Understand relationships between clients, households, businesses, and other relevant parties. This capability helps in delivering tailored solutions to complex client networks, which is a critical component of financial services cloud. Our expert team provides additional insights to optimize these mappings.
Financial Account Management
Give teams visibility into relevant financial accounts, assets, liabilities, and associated relationships. Effective account management is key to maintaining accurate financial records and improving client trust.
Action Plans
Standardize repeatable client processes and tasks through structured workflows. Action plans facilitate efficiency and consistency in client interactions, which is essential for maintaining high service standards. Our specialists design these plans to fit your unique operational needs.
Referral Management
Capture, manage, and track referrals across teams and relationship networks. Efficient referral management enhances collaboration and client acquisition efforts, which drives business growth.
Financial Services Analytics
Use connected Salesforce data to understand client relationships, activities, and operational performance. Analytics drive data-informed decision-making and strategic planning, which are essential for financial services success.
Ready to Connect Your Financial Services Operations?
Talk to a Nespon expert about your Financial Services Cloud priorities from client relationships and financial data to workflows, service, integrations, and AI. This consultation can help you unlock the full potential of Salesforce Financial Services Cloud.
Schedule a Discovery Call
From Industry Strategy to Salesforce Delivery
Follow how an engagement progresses from industry advisory and Financial Services Cloud implementation through integration, enablement, and ongoing support.
Define the Transformation Roadmap
Business analysis and process discovery focused on financial services requirements, operating models, and Salesforce priorities.
Need Financial Services Cloud for Insurance Live Faster?
Get your core insurance workflows running on Salesforce with a 4–6 week Financial Services Cloud Jumpstart covering discovery, insurance data models, policyholder relationships, core workflows, integration setup, training, UAT, go-live, and Hypercare.
Explore JumpstartMeasurable Impact in Financial Services
25%Reduction in Transfer Management Resources 25% Reduction in Transfer Management Resources
Nespon implemented Agentforce via WhatsApp for a financial services firm specializing in occupational risk insurance, automating key transfer-management interactions and enabling insured individuals to self-serve. This reduction highlights the efficiency gains achievable through strategic automation and effective use of the financial services cloud.
Up to 1/3Advisor capacity unlocked Up to One-Third of Advisor Capacity Unlocked
Implemented an AI-powered conversational assistant within an insurance partner portal, giving brokers and producers faster access to policy, invoice, insured asset, and customer information.
60%Faster quote turnaround 60% faster quote turnaround
Implemented Revenue Cloud for a national insurer, streamlining policy quoting and binding across multiple lines of business.
Financial Services Expertise Meets Salesforce Delivery
Nespon combines Salesforce expertise with financial services and insurance experience to help organizations design, implement, integrate, and evolve Financial Services Cloud around industry-specific requirements.
About Nespon
FAQ
Common Questions
Ready to Transform Financial Services?
Explore how Salesforce Financial Services Cloud can connect customer data, relationships, workflows, and AI across your financial services organization.
Schedule a Discovery Call