Salesforce Financial Service Cloud For Insurance Services
See More
Salesforce Financial Services Cloud
Enhance Client Experiences Across Wealth, Banking, and Insurance with Salesforce!
12 +
Years of Salesforce
Partnership
Partnership
100+
Salesforce Certified
Professionals
Professionals
300+
Salesforce
Certifications
Certifications
5 Stars Customer Rating on AppExchange
Our Salesforce Certified Team
Accelerate Your Business Success with Salesforce
Financial Cloud Services
Boost client relationships and maximize ROI with our specialized expertise in Salesforce Financial Services Cloud. Ksolves brings over a decade of global experience implementing, optimizing, and supporting Salesforce solutions specifically tailored for financial institutions.
Our industry-focused, prebuilt solutions seamlessly integrate with your Financial Services Cloud environment, minimizing customization efforts and enhancing operational efficiency. Through personalized services, we help you accelerate growth, strengthen client engagement, and leverage Salesforce Financial Services Cloud capabilities for sustainable impact.
Our Salesforce Financial Cloud Services
We deliver a full spectrum of Salesforce Financial Cloud services and customized software solutions to
boost your business success.
boost your business success.
Financial Cloud Consulting
Our consulting services are designed to align Salesforce Financial Services Cloud with your specific business model. We assess your goals, regulatory landscape, and operational gaps to create a tailored strategy. Whether you’re a wealth manager, lender, or insurance provider, we help you unlock real value with a smart, scalable CRM roadmap.
Financial Cloud Implementation
We implement Salesforce Financial Services Cloud with precision, ensuring it fits seamlessly into your existing processes. From client onboarding to relationship tracking, our team configures each component to support real financial use cases. You get a faster rollout, cleaner workflows, and a system ready to drive results from day one.
Financial Cloud Customization
We tailor every element of the platform to reflect how your financial business operates. Whether it's personalized dashboards for advisors or automated workflows for compliance, our customization ensures the system supports your team, not the other way around. This creates a more intuitive, productive environment for both clients and staff.
Financial Cloud Integration
We connect Financial Services Cloud with your core systems, such as loan platforms, ERP tools, customer portals, and more. Our integration approach creates a centralized view of client data, improves workflow efficiency, and eliminates the friction of disconnected software. With everything talking to each other, your team can make faster, data-driven decisions.
Financial Cloud Data Migration
We ensure a smooth, accurate transition of data from legacy CRMs, spreadsheets, or siloed databases into Salesforce. Our team handles data cleaning, mapping, validation, and testing so your records remain intact and actionable. The result is a reliable foundation for client engagement, reporting, and future automation initiatives.
Financial Cloud QA
Quality assurance is built into every stage of your project. We test features, automations, and integrations rigorously to prevent bugs and ensure compliance. From functional testing to performance checks, our QA team helps deliver a stable, secure, and compliant system that’s ready for real-world use from day one.
Financial Cloud Support and
Training
Training
Our job doesn’t end at go-live. We provide ongoing support to keep your CRM running smoothly and help your teams adapt confidently. From technical troubleshooting to hands-on training sessions, we ensure your staff is equipped to use Salesforce Financial Services Cloud to its full potential, every day.
Let’s Talk About Your Salesforce Goals!
- Schedule a meeting within 24 hours
- Get tailored recommendations based on your business
needs -
Make confident decisions with insights from certified
Salesforce experts
Why Ksolves is Your Ideal Partner
Expertise You Can
Rely On
Rely On
-
100+ certified Salesforce
professionals -
300+ Salesforce
certifications
Proven Salesforce
Partnership Since 2012
Partnership Since 2012
Over a decade of experience
driving innovation and scalable
CRM success
driving innovation and scalable
CRM success
Extensive Project
Experience
Experience
-
180+ Salesforce
implementations delivered -
Trusted by financial, banking, and
service businesses of all sizes
High Customer Loyalty
- 89.3% repeat business rate
- 90% client retention rate
End-to-End Salesforce
Support, Globally
Support, Globally
-
100% global delivery
coverage -
24x7 support coverage to
match your working hours
Secure, In-House Development
-
100% in-house code development for full control
and security
Reliable, On-Time Delivery
- 99% on-time project completion rate
-
Managed through AI-driven project tracking and
agile execution
Customer Success Stories
Our work quality is reflected in our customer success
Our Flexible Engagement Models
We provide adaptable engagement models to match your project timeline and financial considerations,
delivering value and dependable support.
delivering value and dependable support.
Fixed Budget
Best for clearly defined projects. We agree on the scope upfront and link payments to milestones, giving you full transparency and control.
Time & Material
Ideal for dynamic projects. You pay for the actual time and resources used, allowing flexibility as requirements evolve.
Dedicated Resource
Need focused support? We assign a full-time expert to your project with hourly billing under
a set budget, ensuring continuity and accountability.
What You Can Achieve with Our Financial Cloud Services
As a trusted Salesforce partner, we help financial institutions unlock
the full potential of Financial Services Cloud.
Our experts work closely with banks, insurance firms, wealth managers, and fintechs to understand your unique
workflows and compliance needs.
Our experts work closely with banks, insurance firms, wealth managers, and fintechs to understand your unique
workflows and compliance needs.
Here’s how we help boost your business:
360° Client View
Unify customer data for personalized service and deeper
relationships.
Process Automation
Accelerate onboarding, loan approvals, and policy processing.
Compliance Confidence
Stay audit-ready with built-in regulatory support.
Smarter Engagement
Use AI insights to deliver tailored financial advice.
Advisor
Productivity
Productivity
Streamline daily tasks with intelligent automation.
Real-Time
Analytics
Analytics
Make informed decisions with powerful reporting tools.
System Integration
Connect with banking, insurance, and fintech platforms
effortlessly.
Hear From Our Clients
“Ksolves helped us bring all our finance systems together on Salesforce. It’s made our reporting faster, our data more reliable, and our entire finance process much smoother.”
CFO, Global Financial Services Firm
View Case Study
"Ksolves transformed our customer success workflows by implementing a centralized system in Salesforce. Their solution enabled us to track key indicators, automate processes, and make informed decisions, significantly improving our service delivery."
Vice President of Customer Success, Leading
SaaS Provider
Industries We Serve
We develop a competitive edge for different industrial verticals.
Wealth Management
Wealth Management
Give your advisors the tools they need to build real
connections. With Salesforce Financial Services Cloud, they can
personalise every interaction, track opportunities, and stay
aligned with each client’s financial goals.
Commercial Banking
Commercial Banking
Help your teams see the full picture. Bring customer data from
every product and channel into one place, so they can spot new
opportunities, strengthen relationships, and grow the pipeline
with confidence.
Insurance
Insurance
Make every customer interaction count. With omnichannel support,
from email to social media, your team can manage policies,
claims, and service in one place, creating a smoother, more
memorable journey for every policyholder.
Mortgage and Lending
Mortgage and Lending
Keep communication clear, fast, and secure. Salesforce helps
banks and lenders stay connected with clients through every step
of the loan process, making it easier to build trust and grow
your business.
Knowledge Corner
Discover our collection of expert insights, guides & best practices for Salesforce services.
View All
Why Is The Salesforce Financial Services Cloud So Popular?
See More
Enhance Financial Services Cloud With Additional Salesforce Products!
See More
View All
Frequently Asked Questions
What is Salesforce Financial Services Cloud, and how is it different from standard Salesforce?
Salesforce Financial Services Cloud is built specifically for banks, insurers, wealth managers, and lenders. It includes features like client relationship tracking, goal-based planning, and compliance-ready workflows tailored to the financial industry.
How can Ksolves help my organisation implement Financial Services Cloud?
Ksolves offers end-to-end implementation, configuring the platform to align with your workflows, onboarding processes, and compliance needs, while ensuring a faster go-live with minimal disruption.
Do I need to migrate data from my old CRM? Can Ksolves handle this?
Yes, Ksolves provides complete data migration services, including data cleaning, mapping, and validation, to ensure accurate and secure transfer from legacy CRMs or spreadsheets into Salesforce.
What types of financial institutions can benefit from your services?
We support wealth management firms, banks, insurance companies, NBFCs, and lending institutions, customising solutions to each business model.
How does Ksolves handle integrations with other financial systems?
We integrate Financial Services Cloud with ERPs, loan origination systems, payment gateways, and customer portals to create a unified view of client data and operations.
Is your implementation secure and compliant with regulations?
Yes. Ksolves applies industry best practices in security, data privacy, and compliance checks during every stage of the project, with extensive QA and performance testing.
