Salesforce is best CRM solution for the needs of financial services companies.

With Salesforce you will see increased sales, decreased sales cycles, less dropped sales, and better customer service leading to more customers, and happier customers. All of which leads to a bigger bottom line.

Wealth Management

Wealth management firms big and small make up the largest percentage of the more than 5,000 Financial Services firms using Salesforce today. Wealth management firms can clearly see how a 360 degree customer view, easy management reporting, and team collaboration all lead to more assets under management.

Capital Markets

Investment banks, venture capitalists, boutique capital market firms, and large firms are moving to Salesforce for the powerful platform and ease of integration all coupled with easy data regulation for compliancy.


Many of the major insurance providers are joining the cloud with Salesforce because they see the benefits of better managing their relationships with customers, brokers, and agents and streamling their processes on the platform.


Both commercial and retail banks are joining Salesforce in droves. The banking industry is facing tough times, but it's not a tough decision to move to Salesforce. Banks are moving to Salesforce to be more collaborative, lower costs, add flexibility, and maintain the ability to scale rapidly.

Financial Services companies of all kinds have been reaping massive benefits with Salesforce and seeing a large return on their Salesforce investment. As a financial services company you owe it to yourself to make the best investments you can, and Salesforce is undoubtedly one of them.

If you're looking to make your first move to the cloud with Salesforce CRM, or to integrate a system, or even if you're a cloud and Salesforce veteran and know you want a custom process automated on the platform, Mansa is here to help. We specialize in helping Financial Services companies with their technology needs, and we know the Salesforce suite inside and out so let's talk today and get rolling on your project.

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