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Why Salesforce is the Best CRM System for Financial Services

The needs of the Financial Services industry in regards to a CRM solution can be much more specific than other sectors, making it more difficult to find a solution that ticks all the boxes.

As the world’s #1 CRM solution, Salesforce has designed the ultimate custom solution to meet this industry’s unique needs: the Salesforce Financial Services Cloud.

CRM for Financial Services

Salesforce CRM for Financial Services

The Salesforce Financial Services Cloud is a CRM platform designed to cultivate meaningful long-term relationships.

With this in mind, Salesforce Financial Services provides your team the ability to offer a personalized, high-end level of service – exactly what you want to offer to your current and future clients.

Using Salesforce’s specialized CRM for financial services means access to a host of new features, giving your team more productivity, clarity and ability to exceed your expectations.

Salesforce Financial Services Cloud offers everything you could need from the core Sales Cloud features, customizes them, and then adds in a few more that were specifically developed for financial services. These include new custom fields and objects modeling financial accounts, plus goals for developing a strategic plan for your clients right within the CRM for financial services.

In the end, it’s all about finding the best, most effective way to deliver experiences to your clients that drive loyalty and create more success for your team and company.

What You’ll Love About Salesforce Financial Services Cloud

Salesforce’s core CRM is a powerful platform for many companies and industries, but for financial services companies, Salesforce knew more was needed.

With a complete customized set of features, your financial services client services and sales teams will enjoy these benefits of Salesforce Financial Services Cloud:

Salesforce Financial Services Cloud ECOsystem


  • Compliance features allow companies to adhere to new regulatory standards at scale

  • Drive repeatable and visible collaboration across the company

  • High-security Salesforce Shield, giving leadership roles access to Event Monitoring, Field Audit Trail, and Platform Encryption to ensure your clients’ financial account information is kept confidential and secure.

  • Keep track of client relationships and communications to allow stronger client relationships to form.

  • Effortless scalability to promote continuous innovation

  • Establish consistent onboarding tasks to ensure the client experience is held to a high standard

  • Plus all the awesome features of SalesCloud!

Easily Merge Existing Data

Unfortunately, not all financial services choose the right platform for their company needs the first go around. If you are thinking about Salesforce as your CRM for financial services, don’t sweat the data migration.

Salesforce offers helpful resources that walk you through how to migrate data and build a customized solution for your needs.

Which Financial Services Work?

Not all financial services companies are the same, which was an important consideration in the design of Salesforce. As a response, Salesforce ensured the needs of wealth management firms, insurance companies and banks would be met with the Salesforce Financial Services Cloud.

Connecting Financial Services with Sales

In the end, financial services companies rely on sales as a critical function of their business. Sales engagement through CRM is crucial to driving more revenue, increasing team productivity and delivering a high-quality customer experience.

Sales engagement platforms like Groove provide the critical engagement layer for the CRM.

CRMs alone can have many pitfalls, with continuous needs for updates they can’t keep up with and complicated layouts that make your job harder, not easier. That’s where Groove comes in.

As the #1 Sales Engagement Platform for Salesforce®, Groove provides the sales automation and engagement features that Financial Services organizations need to drive more revenue, productivity, and customer satisfaction.

Groove makes sales engagement simple with a platform that is:

Groove sales engagement platform


  • Easy to use, giving reps 20% of their time back so they can focus on other tasks that move the needle.

  • Easy to manage, reducing administrative overhead by 90% with native Salesforce integration.

  • Built for teams, aligning cross-functional workflows and driving more revenue with a platform that teams love to use.

Accelerate Your CRM Goals

Making strong connections with your customers is the first priority for your sales and client services team, which is why finding the right tool is essential to their success.

Together, Groove and Salesforce Financial Services Cloud have enabled account-based revenue teams to reach new sales targets and deliver an unforgettable client experience.

If you’re thinking about a new CRM for your financial services team, let us walk you through Salesforce’s custom platform and how we can help you. For more information, you can check out Groove’s 5-Star-rated listing on Salesforce AppExchange.

G2 Fall 2021 Grid Report for Sales Engagement

G2 Sales Engagement Software Report

Learn why Groove is leading the pack, and how the top providers are ranked across several criteria, including user satisfaction and G2’s proprietary Relationship Index/Momentum Grid®.

Download Report

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