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.

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.

The team really made a lot of effort to understand our business. They took a lot of time with the end users and wanted to understand their needs so they could make Salesforce work for them.

Peter Rieke

Chief Operating Officer and Chief Compliance Officer at Disciplined Growth Investors, Inc.

Recognition and certification

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

86% of clients convert to long-term managed services

Reach out to our team

Our Salesforce Financial Services Cloud professionals help firms connect client, advisor and operational data to support stronger relationships and more informed decisions.