Solutions for

Financial Services

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.


Digitalization for the modern bank and insurance company of tomorrow.

360-degree view of your customers

Within a single platform, your employees can find everything they need – from contracts and master data to highly sensitive information.

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.

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.

Fast response times

Whether PIN requests, account insights or new contracts – fast response times ensure long-term customer satisfaction and loyalty. Convince with on-demand services.


How Salesfive has already helped other financial and insurance companies.


Für die Gewährleistung höchster Datensicherheit wurden die Datensilos aufgelöst. Das Ergebnis ist eine einheitliche Datenbasis, mit hohem Sicherheitsstandard und transparenten Prozessen.

Verwendete Cloud:

  • Sales Cloud


Lesen Sie hier die gesamte Erfolgsgeschichte

Fidor Bank

Datensicherheit und Transparenz im Fokus: internationale Multi-Cloud-Implementierung für reibungslose Prozesse in einer abteilungsübergreifenden Lösung.

Verwendete Clouds:

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

Lesen Sie hier die gesamte Erfolgsgeschichte



Achieve success with our process solutions for finance & insurance.


The right tools for you.

Boost your new customer acquisition for a sustainable increase in sales.

Delight your customers with personalized marketing.

Helps banks put the customer first.

Send the right message to the right customer at the right time.

Extends the power of Salesforce with a digital-first approach.

Use the potential of artificial intelligence to identify trends.

Contact us

Start the digital transformation.

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