Financial Services


Sikich has a deep and wide knowledge of the financial services industry. For more than 30 years, we’ve helped companies and organizations thrive, grow and compete. 

In a rapidly evolving digital landscape, our teams understand the methods and tools to chart against your strategic initiatives. This is why we’ve developed our HEADSTART solution for Private Equity companies built on Salesforce.

Our Financial Services Specializations

We have a wide array of financial service experience, especially when it relates to Salesforce.


CASE STUDY: Tech deployment in wealth management

Stratos Wealth Partners was looking for a solution to get their advisors the tools they needed to help their clients succeed. With the help of Sikich and a smart deployment of Salesforce, they were able to see the benefits and then some.
Sikich HEADSTART for Private Equity with Salesforce

Tailored approach for financial services with sikich headstart

Private Equity

If you run a private equity or investment banking organization, learn how Saleforce can help you achieve your goals.

Wealth Management

Wealth management options are not hard to come by but with the right people, and the right tools you can differentiate.


Working in the insurance industry is about building relationships. That's where Salesforce comes into play.


Close deals faster and provide a more personalized approach to customer service.

Insights and Resources

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The beginners guide to Financial Services Cloud

Browse through 22 chapters filled with information for everything you want to know about Salesforce Financial Services Cloud. Read More >

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What comes next for relationships in Financial Services

If you can manage client relationships well, you will keep your business healthy and profitable during any challenge. Read More >

Ready To Get a headstart?

Learn how you can take advantage of expertise and knowledge in the financial services industry with a custom, pre-configured technology solution using Salesforce.