How Salesforce Helps BFSI Firms Ensure High Levels of Growth


With the advancement of technology, the Banking, Financial Services, and Insurance (BFSI) industry is undergoing a rapid change. In many countries, including the US, regulatory organizations are forcing BFSI companies to come up with innovative approaches to carry out their business. The BFSI sector is evolving through digital transformation and automation by adopting new technologies.


In recent years, many firms in Financial Technology (FinTech) industry of the economy are leveraging a plethora of tools to automate banking operations, wealth management, monetary exchanges and insurance offerings to a significant level. This is compelling many BFSI companies to opt for innovative Customer Relationship Management (CRM) applications to enhance their efficiency and serve their customers better.

One of the widely used CRM systems in the BFSI sector is Salesforce. Today, we will see how Salesforce is helping financial service providers achieve high levels of growth and deliver top-notch customer service.

As you can see, Salesforce allows BFSI organizations to grow well, while fully adhering to applicable rules. At Solunus, we work with financial companies to enable them to harness the immense potential of Salesforce to meet their business goals. Our rich experience working with various financial institutions coupled with our strong focus on comprehending business needs enables us to deliver the best value for your investment on Salesforce. Click here to know how we helped a financial services company deliver excellent customer service.


Hope you enjoyed this infographic. How do you use CRM tools to meet your business needs? We’d love to know.


What Can BFSI Firms Expect by Partnering with Solunus?

  • 45% Faster Stakeholder Collaboration

  • 35% Growth in Sales Productivity

  • 190% ROI on Salesforce

  • 40% Reduction in Decision-making Time


About Solunus

Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enables us to deliver the perfect solutions that create the best value.

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