Maximize your CRM with an experience made for financial services
As financial institutions expand from basic transactions to more complex services and relationship models, customer relationship management (CRM) systems can become a choke point. From tracking financial assets to onboarding clients, out-of-the-box systems often fall short, or even get in the way, of routine needs and operations.
Salesforce Financial Services Cloud includes all the benefits of the standard version — for sales, marketing and customer services — plus features built specifically for banks, wealth management, insurance and others in the financial industry. As a Salesforce-certified partner, Wipfli goes beyond implementation to help ensure that clients have a high-impact solution that elevates financial data, enhances customer relationships and fosters efficiency and compliance.
Experience Financial Services Cloud with Wipfli by your side
Our team is committed to helping you select a CRM technology that fits your business and industry needs. Here is what you can expect from Financial Services Cloud with the support of Wipfli specialists.
VALUE
With Financial Services Cloud, your CRM is preconfigured with capabilities that matter for financial institutions — reducing the need for timely or unexpected customizations. Wipfli helps rapidly deploy the features that will most benefit employees and customers, so your business sees value right out of the box.
SECURITY
Financial Services Cloud incorporates industry-tailored compliance features and integrates with third-party tools to support regulatory requirements, data security, disclosures and more. While the Salesforce CRM platform makes it easy to adopt security standards, Wipfli conducts comprehensive risk assessments, offers managed services for security and helps clients adhere to responsible data practices.
ENGAGEMENT
With the ability to drill into relationships and perform deep financial modeling, Financial Services Cloud supports more complex workflows to engage and advise clients. Wipfli’s specialists help organizations make the leap from transactional client services to holistic, multi-product lines of business — with the support of a robust CRM.
What our clients are saying
Innovation and recognition
Wipfli’s digital specialists go beyond implementing commercial software. We are committed to fostering active relationships within our technology ecosystem, investing in joint innovation and continually earning certifications that help expand what’s possible for clients.
Wipfli is proud to have a track record of experience that includes the following:
- 500+ Salesforce projects
- 280+ Salesforce certifications achieved
- 86% of clients convert to long-term managed services
Our team
Kyle Aulerich
Kyle Aulerich is a principal with more than 18 years of experience in providing trusted business consulting services. He is attuned to the needs of various industries, from construction and real estate to wealth management and healthcare. In addition, Kyle advises his clients on technology modernization strategies. Clients appreciate his tailored approach to help them overcome challenges and meet their goals.
Ryan Swiderski
Ryan Swiderski is a technology partner serving the MRD practice. He leads Wipfli’s retail and consumer products industry, specializing in CX tech, including Microsoft Dynamics 365, Salesforce, ERPs, business intelligence solutions and more.
Andrew J. Potasek
Andrew Potasek brings more than 11 years of experience to help our clients in process and design with a focus on Microsoft Dynamics and D365 technologies. Andrew is highly respected for his motivation and flexibility.
Matt Gelb, VTSP, MCTS
With over 20 years of experience, Matt Gelb provides technology advisory, planning and implementation services to Wipfli’s construction and real estate clients. The combination of his business consulting services and industry expertise produces the initiative, astute analysis and unwavering commitment and enthusiasm his clients have come to rely on. Matt also provides business analysis, subject matter expertise and project management for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).
Success Story
Disciplined Growth Investors wanted a CRM that could enhance its portfolio decision-making and offer a user-friendly customer portal. Wipfli delivered.
