Salesforce Consulting & Support For Financial Services

We help leading Wealth Management, Banking, Insurance, & Lending companies go from concept to cloud with Salesforce.

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Benefits of Salesforce to Financial Services

Retain client loyalty by being prepared to deliver personalised insights using full customer visibility into areas such as existing household opportunities, financial goals and compliance attributes. Find out how Salesforce and Silver Softworks can assist in the following areas and across the entirety of the Financial Services sector.


Wealth Management

  • We are experts in helping our customers successfully connect with clients from multiple devices.
  • Lean on our years of expertise to help you build trusted 1-to-1 relationships with your clients, focused on goals and intelligent strategies.
  • Personalise interactions and tailor each transaction to the client using powerful productivity tools.
  • We have successfully nurtured our clients towards proven best practices for increased ROI and creating more efficient processes with Salesforce content specifically for Wealth Management.


  • Deliver accurate, personal experiences to banking customers using Salesforce 360° customer view. Capture user data from any interaction to easily build a complete profile which you can access on-demand.
  • Receive tailored and effective training to help you and your team to become comfortable using a wide array of Salesforce products & features.
  • Allow us to help you discover new solutions in areas from Retail Banking all the way through to Premier and Business Banking.


  • Salesforce can condense workings from multiple online and offline sources into a single view, available on one platform.
  • See all current workings in one place regardless of submitted channel, meaning you can be sure you are always up to date and prepared with the full picture.
  • Our specialists support you every step of the way to be certain you can offer the best service for your clients.
  • We help you to set up personalised features, including smart alerts & real-time interactions on any device, and teach you how to improve collaboration procedures.


  • We understand that to remain competitive, lenders are expected to provide customer-focused borrowing experiences.
  • Salesforce can provide effective, fast-paced and accurate solutions to lending processes. Saving you time and money.
  • As Salesforce certified partners, we have the expertise to review and optimise your lending processes, while providing training to ensure you can use Salesforce effectively. 
Salesforce Einstein for Financial Services
Financial Services Cloud Ecosystem

Salesforce Customers

Successful Projects

Salesforce Certifications


Successful Delivery

Financial Services Industry Challenges

When implementing salesforce for the financial services industry, there a number of technical challenges you may face. Our experts are trained to deal with these challenges are have experience in overcoming them all.


How does Silver Softworks deal with Legislation and Compliance?
We are aware that tracking is a vital advantage for legislation practices; we work closely with your team to demonstrate best practices for recording information from every transaction with your clients.
How does Silver Softworks tackle Security?
Security and safety are serious concerns for the financial services industry. With our industry experienced team, we will provide proven methods to reduce errors and demonstrate ways of effectively monitoring and protecting practices to help with peace of mind.
Does Silver Softworks have knowledge in the sector?
Due to the diversifications of the corporations in the financial industry, it can be difficult to trust other companies, as they may not have the knowledge or experience in the field. We have team members who have previously worked in the financial services sector & with many businesses in this area. We know the challenges faced, and are confident that we can solve any issues. 
How can I improve Client On-boarding?
After defining your needs and understanding your working processes, we will work with your team to automate the client on-boarding process, ensuring adherence with Anti-Money Laundering (AML) and Customer Due Diligence (DCC) requirements.
What can advanced reporting mean for us?
Silver Softworks will take on board your business goals to define key targets and achievements. Using real-time reports and analytics we help you to assess strategies and forward-moving steps for a clearer understanding of your progress. 

Speak to our specialist team

Get a free consultation to discuss the challenges you face and find out how we can help you

LGBR Capital's Success Story

Silver Softworks did a very good job in thinking outside the box to come up with workable bespoke solutions.

With their help and the bespoke adjustments they made to SF, we now have a CRM which is an enormous improvement on our old system and much more tailored to our business needs.

LGBR Capital Logo
Chetwood Financial Logo

Chetwood Financial's Success Story

Silver Softworks have been an integral part of how we quickly adapt and respond to our customers’ needs. From the very start of our relationship, they have been on hand to support us and provide their expertise; whether that be when training our staff or introducing us to the new features Salesforce release.

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Salesforce Experts For Your Industry

We have experience in Salesforce Consultation & Implementation across a range of industries. These include:

Professional Services

Helping businesses retain complete project visibility.


Streamlining processes and providing a full 360º customer view


Grow your nonprofit organisation with the world’s leading CRM system.

Giving You The Advantage


Industry Focus

Our experts are dedicated to understand the nuances of your industry. Find out more about the different industries we work with daily.

Salesforce Success Stories

Our team has a huge amount of experience working for some of the top brands in London and the UK. View some of our biggest Salesforce success stories.

Salesforce Services

Our experts work with you from the beginning of your journey, through implementation, to ongoing support. Get started on your journey from concept to cloud today.

Salesforce Insights

Knowledge is power! Read our insightful articles on the newest Salesforce innovations and how to best use your system.

"Flexible and diligent"

I’ve been extremely satisfied with the service and support TRL has received. I have no hesitation in recommending Silver Softworks to prospective clients.

Mark Stead

Director of Sales and International Development, TRL

"Very successful Salesforce implementation"

We’ve worked with three other Salesforce consultancies in the past, and can confidently say that Silver Softworks offer a superior service to them all, delivering on time and on budget, every time.

Marcus Ereira

Director, Tavistock Tutors

"Highly successful project"

Silver Softworks offer an efficient, first class service, contributing with insights and expertise to ensure I received the best ROI for my investment.

Matthew Guy

Sales Operations Manager, Corporate Travel Management

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