Salesforce for Banking

Salesforce for Banking

Do you need to close deals faster and provide a more personalized approach to customer service?  You’ve come to the right place. 


At Sikich, our extensive experience in the banking industry has allowed us to design innovative solutions that meet the specific needs of each bank.  And we can do that for you too. What results can you expect from our solutions? Stronger customer relationships and business growth.  Having built out banking solutions using Sales Cloud, Sikich now leverages the Financial Services Cloud to deploy solutions for retail banking.

In a rapidly evolving digital landscape, our teams understand the methods and routes to align people, your Salesforce installation and workflow to chart against your strategic initiatives. 

Case Study: Stratos Wealth Partners

With Salesforce and Sikich, Stratos was able to streamline operations and empowers client advisors. Learn how Stratos partnered with Sikich to deploy a smart, intelligent system that helps them with their clients.

Serving the BANKING Industry

“We had detailed discussions about what and what not was used… This attention to detail made the transition from one instance of Salesforce to another smooth.”

– Wenjun Du, Investment Services Department, Arizona State Credit Union

HOW Salesforce Financial Services Cloud can help your Banking Organization is known to be flexible, customizable and packed with features needed for modern leaders to adapt to the fast-paced business landscape. It can scale from a few people up to enterprise levels, but you need someone who can guide that process with a history of successful technology implementations.

That’s why choosing a partner is the most critical step in the process of adopting a new platform or continuting to support your efforts. When you find the right fit of partner and platform, you help reduce your risks and put your plans on solid ground for the future ahead.

Commercial and Retail Bankers

Commercial and retail bankers need the ability to manage their referrals, prospects, customers and sales opportunities. Equally important is tracking sales incentives to get a view of where you are today and what you need to sell to hit the next incentive. Whether you manage incentives from the data created in Salesforce or imported from the Core Banking system, Salesforce dashboards can be a very effective tool in motivating your banking team.

Mortgage Lenders

Mortgage Lenders need the ability to receive real-time updates from their Loan Origination System so they can stay involved in the process to minimize any delays. Time kills many deals and as these updates occur, the lenders need to be updated. In addition to managing their existing pipeline, the lenders also need the ability to engage with their referral sources (realtors, etc.) to be top of mind for new loans. The Financial Services Cloud makes it easy to ensure that you stay in touch with the key resources that can help you hit your quota.


When working with customers, tellers can often hear of someone that needs a loan, new account, or the like. Of course, they want to get credit for a referral. And who could blame them? Use the Financial Services Cloud to make it easy to submit the referral and manage the incentive program that will keep tellers motivated, productive, and everyone profitable.

“We hired Sikich after another Salesforce partner wasn’t meeting our needs. They stepped in and were able to complete the project and deliver exactly what we needed.”

Richard Finch, President, Green Square Capital.

business woman

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 amange client relationships well, you will keep your business healthy and proftiable during any challenge. Read More >

Ready To Get Started?

Learn how Sikich can help you get the most out of your Salesforce implementation.