Customer & relationship management
Bring accounts, contacts and interactions into a useful view for relationship teams.
Explore Salesforce consulting ↗Salesforce for Financial Services
Salesforce for
financial services.
Closer connections.
Salesforce solutions for banking, financial services and insurance.
Give your teams the customer, account and service context they need—from the first conversation to the next request.
✓ Dedicated specialists✓ Scope built around your needs
Customer contextConnected serviceClear ownership
What a connected experience makes possible
One customer.
A connected team.
Make each handoff easier.
Keep the relationship in view.
- 01
Understand
Bring customer relationships and account context together.
- 02
Onboard
Coordinate documents, checks and approvals.
- 03
Serve
Route requests with the right information attached.
- 04
Follow through
Give teams visibility into actions and ownership.
Built forBanks & lendersInvestment & wealth firmsFinTech & paymentsInsurance teams
Your next step
Where does the
customer journey slow down?
Bring your priority workflow and current systems. We’ll map the connections, controls and next steps.
Discuss your financial services needs A focused conversation about your requirements.Your conversation brief
Three things we’ll work through.
- 01
Your customer journey
Onboarding, relationship management or service.
CustomersTeamsFriction - 02
Your connected systems
Core platforms, data sources and interfaces.
BankingCRMAPIs - 03
Your operating requirements
Ownership, access and delivery priorities.
ControlsScopeRoadmap
Where we help
Salesforce for the way
financial services works.
Focused improvements across
customer and operational workflows.
Digital customer onboarding
Coordinate applications, documents, identity-provider checks and approval handoffs.
Explore custom development ↗Core banking integration
Connect Salesforce to banking and finance platforms through governed interfaces.
Explore integration services ↗Lending & service workflows
Track requests, supporting information and next actions across teams.
Financial Services Cloud
Plan, implement or improve the Salesforce setup around your products and operating model.
Explore implementation ↗Reporting & platform support
Maintain data quality, operational reporting and a prioritized enhancement backlog.
Explore managed support ↗Salesforce integration for your industry
Connect your core.
Keep the customer in view.
A clear role for each system.
Agreed rules for every connection.
Your financial ecosystem
Core bankingTemenos T24 · Infosys Finacle · Oracle FLEXCUBE
Identity & lendingKYC providers · Credit systems
Payments & market dataPayment platforms · Financial data feeds
SalesforceCustomer relationships, workflows and service context.
The teams it supports
Relationship teamsCustomer and account context
Onboarding teamsDocuments, checks and handoffs
Service & operationsRequests, ownership and follow-up
Illustrative architecture. We confirm available interfaces, permitted data and refresh frequency with your teams.
Explore integration services ↗
People, process & governance
Confidence starts
with clear controls.
Define who can see data, where it belongs and how changes are reviewed. Build those decisions into the workflow.
- Role-based access
- Data ownership
- Traceable changes
- Monitored connections
How we work
Built around your
operating environment.
Business, technology and
governance teams aligned.
- 01
Align
Agree the use case, owners and controls.
- 02
Design
Map systems, data and responsibilities.
- 03
Validate
Test workflows, access and integrations.
- 04
Operate
Launch with training and agreed support.
Expertise you can see
Our Certifications & Awards
Clutch & UpCity recognition
Independent perspectives.
Long-standing partnerships.
Why Zivoke
Financial context.
Salesforce expertise.
- Workflows shaped around your business
- Integration and implementation together
- Clear responsibilities after launch
Experience in financial services
Zivoke’s financial services clients include Afreximbank. Explore our client work and discuss the experience relevant to your organization.
Explore client stories ↗Common questions
Salesforce for financial services.
Your questions answered.
Talk through your requirements ↗How can Salesforce support financial services organizations?
Salesforce can organize customer relationships, onboarding tasks and service workflows. We connect the relevant information from your financial systems and configure the experience around the teams using it.
Do we need Financial Services Cloud?
We assess your requirements, current Salesforce setup and product licenses before recommending a platform approach. Financial Services Cloud may fit industry-specific requirements; the final scope depends on your use cases and chosen edition.
Can you integrate Salesforce with our core banking system?
We assess platforms such as Temenos T24, Infosys Finacle and Oracle FLEXCUBE alongside available APIs, middleware and security requirements. Integration design and synchronization frequency are agreed for each system.
Can you connect KYC providers and onboarding workflows?
Yes. We can connect supported identity-verification services and coordinate documents, review steps and approvals in Salesforce. Your institution defines the checks, policies and decisions the workflow must support.
How do you approach security and governance?
We define access, data handling, change review and monitoring with your technology and governance teams. Any encryption or monitoring products are assessed against your requirements and licenses. Regulatory obligations remain part of your institution’s governance process.
Can you improve an existing Salesforce environment?
Yes. We can assess the current configuration, integrations, data quality and system performance, then prioritize improvements. The work may involve targeted changes, a broader redesign or ongoing support.
What happens after implementation?
We agree training, handover, support coverage and service levels before launch. Ongoing support can cover administration, integrations, reporting and enhancements.
Let’s talk about what’s next
Bring your customer
journey together.
Bring your priorities and current systems.
Let’s define the next step together.