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Salesforce Solutions for the Financial Industry

Salesforce Solutions for the Financial Industry

The global financial industry requires a comprehensive digital approach to get rid of many challenges including longer sales cycle, stringent regulations, high competition, growing customer demands, etc. The financial industry requires a powerful platform to engage today’s connected customers and offer personalized financial services.


CEPTES with its decade rich Salesforce platform expertise and service excellence set the path for more secure, transparent, seamless, and intuitive financial processes. Our team of certified consultants across all the Salesforce platforms can help banking, financial, wealth management, and insurance service providers optimize processes, improve productivity, minimize costs, lead governance, build a highly secure financial environment and offer enterprise-grade customer support.

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CEPTES offers Salesforce services to the financial industry across the entire spectrum of the Salesforce platform including Sales Cloud, Marketing Cloud, Service Cloud, Community Cloud, Analytics, Customer 360, etc.

Salesforce Solutions

Our Financial Industry Offerings

  • We can help you elevate the customer experience with a 360-degree view of each customer.                    
  • Leveraging the power of Salesforce Community Cloud, you can build a community of your customers to drive engagement, enable communication, offer services, and address financial problems.
  • Our offered automated workflows & processes powered by Salesforce will help you to streamline processes & enhance productivity.
  • CEPTES can be your digital transformation partner in order to help you scale up to a modernized, agile, secure, and scalable system so you can build a next-gen financial system.
  • Our offered data & file management applications for Salesforce can help you manage your data like never before at a native level with a storage cost reduction of over 85%, application enhancement, and 100% data accessibility to meet regulatory compliances and data retention policies.


150+ Salesforce Projects Delivered Across Industries

CRM Migration – MS Dynamics to Salesforce

Comprehensive Auto Billing Solution