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Digital finance & insurance

Industry challenge

Ready for the future? Digital transformation requires the finance and insurance industry to revolutionize business models.

The financial services and insurance industry is caught between increased regulatory oversight, rising customer needs, and new market entrants. What counts for institutions now is a clear strategy and strict implementation.

Money and insurance have always been sensitive topics. When it comes to one’s own assets or health, one thing counts above all: trust as the foundation for long-term customer loyalty and satisfaction. Secure and smooth handling of sensitive data must be guaranteed. Financial service providers must also protect themselves against cyber threats and ensure complete data security.

Sensitive issues require perfect customer care – for this, your employees need a 360-degree view of each and every customer. Data can be viewed in real time, enabling an immediate response to customer queries. With customized advice and service perfectly tailored to customers and partners, we help you achieve long-term customer loyalty.

Customer-focused into the future: To stand out from the competition and score points with potential customers, you always have to be one step ahead of your competition.
In the financial industry, it is no longer enough to simply offer mobile banking. Customers today expect above all short response times with fast and uncomplicated exchanges as well as communication via new channels. Nevertheless, they do not want to miss out on personal consultations.
The trend toward digitization has also arrived in the insurance industry. Customers want to view their contracts quickly and easily, compare rates and offers. A quick overview of benefits is just as important as making direct contact at the right place. Secure a significant competitive advantage and win new customers more easily.


With digitization for finance & insurance to the wow factor.

360-degree view of your customers

Your employees, insurance brokers and much more can be found on a single platform. everything you need – from contracts to master data to highly sensitive information.

Backend integration

To ensure optimal communication with your customers, we link Salesforce to your backend. We protect the handling of sensitive customer data by means of secure interfaces.

Must-have: security concept

Financial and insurance service providers need to protect themselves against cyber threats. Sensitive data needs extra encryption that will endure continuous synchronization.

Salesforce Clouds

Cloud recommendations for finance & insurance.


Regardless of whether you already use Salesforce as a CRM system or want to immerse yourself in the Salesforce world – we offer the right solution for the digitization of the finance and insurance industry. With our expertise and reference projects, we respond directly to the industry-specific challenges and can offer you tailor-made solutions suitable for your company.

Focus on your customers.

With the Financial Services Cloud, Salesforce has developed an industry-specific solution especially for financial service providers and insurance companies that aims to put customers and policyholders at the center of the action.

Link accounts, customers, or households to a specific case to trigger alerts. Connect customers with households or trust funds and visualize key relationships and other influencing factors. Take advantage of up- or cross-selling opportunities and take the appropriate measures immediately! Create consistently personal customer service and have life events such as the purchase of a house remind you in order to provide adequate support.


New customer acquisition made easy.

The Sales Cloud is your tool to stimulate new customer acquisition and at the same time ensure a sustainable increase in sales. Customers often stay with the bank or insurance company they trust. Acquiring new customers can therefore sometimes be complex. With the Sales Cloud, that’s over!

Benefit from lead, contact and opportunity management in the Sales Cloud. Close more deals and increase your productivity. Thanks to reports and dashboards you keep the overview of your data and business processes in real time, from anywhere. Ready to increase sales and acquire new customers? Ready, set, go!

Customer service that convinces.

If there is one thing that your customers do not like, it is long reaction and waiting times in the queue and analog service processes. Follow this and give your customer service reps the right tools for excellent and seamless customer service!

With the Service Cloud, you have all the important information on accounts, insurance, loans, mortgages and much more available at a glance. Claims and other inquiries can be dealt with in no time, as all relevant information is always and everywhere available. Your customers are happy and, in the best case, recommend you to others.

Marketing that inspires.

Personalization is everything! The Marketing Cloud supports you in building long-term customer relationships. Turn customers into fans – with personalized marketing that inspires. Your customers’ trust is essential. You can therefore report transparently, from anywhere and always at the right time.

The functions range from personalized newsletters to social media activities and personalized product proposals. Communicate through all of your channels – younger customers are mainly on social media. With numerous automation options, dynamic content, a simple user interface and working on the same data, you can now act even more efficiently!

Use AI potential.

Tableau CRM offers you a platform with which you can fully exploit the potential of artificial intelligence, for example by recognizing trends at an early stage. AI technologies help you intelligently and with the help of ready-made analyzes to evaluate the duration of the customer relationship and the risk of churn in order to increase loyalty through appropriate measures. Making data-driven decisions has never been easier!

You can also get help in customer service through smart helpers such as “chatbots”. Your employees only need to be involved in more complex cases, the technology takes care of simpler inquiries for you.


How Salesfive has already helped other financial and insurance companies.


To ensure the highest level of data security, the data silos were dissolved. The result is a unified database, with high security standards and transparent processes.

Cloud used:

  • Sales Cloud




Read the entire success story here

Fidor Bank

Focus on data security and transparency: international multi-cloud implementation allow for smooth processes in a cross-departmental solution.

Clouds used:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Pardot
  • Social Studio

Read the entire success story here


Achieve success with our process solutions for finance & insurance.

Ready for the next project? Let’s talk!

Schedule a meeting Contact us

What do you want to know?

With the Financial Services Cloud, which was specially developed for financial service providers such as banks, and a digitization strategy with Salesforce by Salesfive, you can put your customers at the center of the action. A “Customer Relationship Management System” (CRM system) enables banks and financial service providers, thanks to innovative technologies, to easily adapt work processes, products, services and services to the needs of customers and to increase customer satisfaction. So you can concentrate on the essentials!

With the Financial Services Cloud, which was specially developed for insurance companies, and a digitization strategy with Salesforce by Salesfive, you can put your policyholders at the center of the action. All customer data is centrally available in your “Customer Relationship Management System” (CRM system) in order to enable a personalized service from insurance companies. In this way, you can put individual customer experiences in the foreground and guarantee support that is precisely tailored to your customers and their life situation.

As a cloud-based solution, Salesforce already offers numerous native customization options. As a Salesforce Boutique Partner, we know the industry-specific challenges and can use our expertise in the financial services and insurance industry to adapt your Salesforce system to your needs. We use Salesforce or Custom Development to further develop the system according to your requirements. As a Tableau partner, for example, we use AI-supported tools to provide you with precise recommendations and immediate intervention based on the analytics. The possibilities are endless!

The answer is: of course! To ensure even better communication with your customers and policyholders, we link Salesforce to your backend. We secure the handling of sensitive customer data using secure interfaces. With the help of custom development, we enable secure data exchange between the systems in order to protect sensitive customer data. We let your systems swim in sync!

As a cloud-based CRM solution, Salesforce protects your data with encryption and central storage locations as well as numerous backups and backups right from the start. Thanks to the encryption, the data cannot be accessed and you can work with Salesforce with peace of mind. If you would like additional encryption of your data streams, you can introduce Salesforce Shield. How to protect yourself against all cyber threats!

What we think

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