Salesforce Financial Services Consulting and Implementation Partner

Exceeding customer expectations, maintaining compliance, and delivering new revenue models and sources all pose complex challenges for Financial Services businesses, especially during turbulent times. We can help ensure your Salesforce^® platform provides business critical insights while safeguarding your data, from the first cent to the millionth dollar invested.

Financial Services challenges

Understanding financial journeys

Knowing what stage customers are in their life journey and match a financial product accordingly. Segmenting groups of customers to provide relevant information on investment options using the communication channels customers prefer.

Data security and compliance

Customers and partners place high-levels of trust in your company to maintain their sensitive data. Keeping your client’s trust and staying compliant with regulatory requirements and requires a robust infrastructure, with constant development to stay ahead of emerging threats.

Disconnected data and departments

Navigating between multiple systems to capture personalized data takes time. Running reports to recognize revenue generation opportunities becomes more complex due to inconsistent data.

Industry Solutions

360-degree customer view

Empower your staff to give highly personalized advice in a timely manner across communication channels, by truly understanding your customers through integration with Einstein^® analytics. Track and share interactions to effectively manage the support and sales processes.

Staff management and compliance

Ensure compliance with financial service regulators to provide accurate staff certifications and individual statuses. Generate governance and regulatory maps on demand and link employee records to eLearning tracking.

Unified data

Automatically collect customer data from multiple sources to improve data quality and reduce human error. API integration facilitates insights into detailed records, as well as high-level report generation for sales forecasting.

Personalized marketing automation

Create more effective and tailored marketing campaigns based on data. Use customer journeys to segment audiences based on their interactions and deliver relevant financial product offers using marketing tools such as Pardot^®.

On demand training and eLearning with Appinium

Based on compliance requirements, create, deliver and report on company-wide eLearning programs. Ascertain and optimize future training and development to achieve company and employee objectives. Monitor and develop individual progress reports to use in discussions for the annual performance appraisal.

Integrated accounting solutions

Financial and general ledger data reduce the risk of inaccurate billing, maintaining a high-level of trust and customer satisfaction. We have partnered with Salesforce accounting and general ledger solution providers to offer clients simple to use, integrated accounting tools.

What are your options?

If you are taking your first steps with Salesforce^®, evolving your existing platform or developing one-of-a-kind applications to disrupt your market, our experts can match your business needs with our full-cycle development and support.

Trusted by

Experienced in Financial Services

We’ve helped many Financial Services businesses streamline their client engagement and optimize customer services through a unified solution. Learn more about our most recent projects.

Featured Case Studies

PROJECT

Created and configured a new customer and partner portal to increase customer satisfaction and streamline collaboration

LOCATION

INDUSTRY

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With VRP you can always expect clear communication, commitment to meet project goals and proactive input of ideas for the optimal implementation.

Rafael Blaschke

Head Of Master Data & Contracting

Empower Financial Growth with Salesforce Financial Services Solutions

Deliver personalized client experiences, strengthen relationships, and streamline operations with VRP Consulting — an award-winning Salesforce partner. Our Financial Services Consulting and Implementation Services help you leverage Salesforce Financial Services Cloud and related solutions to enhance customer engagement, improve compliance, and drive efficiency for banking, insurance, and wealth management firms.

What happens after you submit the form:

A Salesforce Financial Services expert will contact you within 24 hours.

We’ll schedule a discovery call to understand your organization’s goals, regulatory requirements, and client engagement strategies.

Our team will assess your current setup and recommend the best Salesforce solution for financial services operations.

You’ll receive a tailored implementation roadmap or proposal within 2–5 business days — NDA available upon request.

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