SALESFORCE FOR FINANCIAL SERVICES

Deliver true value to your clients & accelerate digital transformation leveraging Salesforce for the finance and banking industry.

It’s no secret that customers are the most valuable asset of any company. At CodeSWAT, we can help you gain more customers with Salesforce CRM solutions tailored specifically for the finance industry.

With proper integrations and custom development, we can help you maximize Salesforce to fully cover the needs of financial advisers and wealth managers. The right Salesforce customization can give you a holistic view of client holdings, assets, and investment history, which can help in planning short and long-term investments for your client.

With Salesforce solutions for the financial industry, you’ll get a 360 degree view of your clients, which will help you tailor financial advice to each customer’s individual needs.

  • Design and develop accounting system or any other custom Salesforce solution from scratch
  • Create multichannel architecture and powerful integrations of financial and accounting systems, CRM and ERP using Force.com
  • Develop custom solutions for integrating such systems as QuickBooks, PayPal and banking systems
  • Develop web-portals on Force.com to support customers
  • Customize and integrate FinancialForce with Salesforce

Ready to maximize your Salesforce efforts?

Why CodeSwat

About delivered
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Projects delivered
We have a consistent client satisfaction rate and always strive to provide the ideal team for your enterprise software development needs.
About Fulltime
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Full-time developers
Our talent pool consists of Salesforce Certified Administrators, Service & Sales Consultants and Force.com Developers.
About Experience
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Years experience in Salesforce
We are not newcomers to Salesforce. Our skilled employees are always up-to-date with the latest advancements and technology.
About Offices
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Offices around the world
We are always available and prepared to discuss and focus on your particular priorities.

Clients

Improving the processes since 2009