5 Salesforce AppExchange Apps to Transform Financial Services

Jenna Trott

5 min read | NOVEMBER 09, 2022

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Salesforce’s largest annual event, Dreamforce, often highlights key trends, shares critical news and forecasts changes for the upcoming year. This year, there was a heavy focus on the necessity of financial services adopting digital transformation, particularly as it pertains to engaging customers and building relationships that last a lifetime. Over this last year, we’ve been hearing a lot about this concept and how digital transformation can help to future-proof your business. But this can be very overwhelming; the good news is that there are ways you can begin to maximize your productivity and simplify workflows today. How? Keep reading to find out!

The Salesforce AppExchange

Salesforce’s AppExchange is the most trusted enterprise cloud marketplace with more than 7,000 apps and certified consulting organizations to help extend Salesforce capabilities. It features apps for all departments, industries, and business use cases. Extend the power of your financial institution with apps from AppExchange. We’ve selected 5 applications that address specific pain points within the financial services industry to help you kickstart your journey in simplifying efforts and maximizing output.

1. Provide your team with more accurate data

Cloudingo: Think about the current state of your data right now; what is the biggest issue you’re running into? For many Salesforce users, it’s duplicates. Cloudingo is recognized for its superior ability to comb through data and find duplicate records. This application helps to eliminate data cobwebs by not only bulk merging duplicate entries but also by validating mailing addresses, cleaning lists before records reach SFDC, match import records with existing Salesforce records, and much, much more.

Click to learn more about Cloudingo


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2. Reduce time spent switching between Salesforce and email

Cirrus Insight: Spend less time platform hopping and more time engaging with customers. Cirrus Insight enables its users to manage sales without ever leaving their inbox. Regardless of which email you use, you can automatically sync emails and appointments to Salesforce, track email opens, set follow up reminders, create and update Salesforce records (leads, contacts, and opportunities), schedule sales calls, and more.

Click to learn more about Cirrus Insight


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3. Generate reports and proposals faster

Nintex Drawloop DocGen: One of the greatest things about Nintex Drawloop DocGen is that it can be used by any person, in any industry, regardless of their IT literacy. Users can manage access to documents based on stage or user permissions and eliminate human errors with pre-defined templates, ensuring legal and policy compliance. Auto-assign tasks, alerts and follow-ups to make sure nothing falls through the cracks. From quotes to proposals, NDAs, order forms, and beyond, Nintex tackles it all with click not code solutions.

Click to learn more about Nintex Drawloop DocGen


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4. Increase seller productivity

Encompass Connector: If you work within the wealth management industry, what are some of the biggest challenges you face? For many, it’s the loan origination process, which can easily become time consuming and complicated. The Encompass Connector acts as an all-in-one mortgage management solution by streamlining the loan origination process, eliminating complexities and lowering the cost of lending and investing at scale. Encompass establishes a secure bidirectional connection that removes friction and enables lenders to seamlessly synchronize data between the Encompass and Salesforce platforms in real-time to save your lenders both time and money long term.

Click to learn more about Encompass Connector for Salesforce

See on Salesforce AppExchange

5. Improve post sale management

TaskRay Post-Sale Work Management For Salesforce: 100% native to Salesforce, TaskRay Post-Sale works to organize and manage your work, teams, and processes as soon as a deal is marked as “Closed Won.” The moment after a customer signs on the dotted line, visibility is enhanced, cross-team collaboration becomes seamless, and manual work is reduced, helping to improve the client experience. Pre-built templates, out of the box capabilities, and unified data ensure that there’s consistency throughout your organization. TaskRay assigns the right people to the right tasks at the right time without ever needing to move data from Salesforce, so you can focus more on fostering customer relationships.

Click to learn more about TaskRay Post-Sale Work Management For Salesforce


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As 2022 draws to a close, experts are looking toward 2023 as a year filled with rapid digital transformation. But that doesn’t have to be as scary as it sounds! Start small by extending the capabilities of what you already have with Salesforce AppExchange applications. It’s important to remember that these apps are only suggestions – when searching for additional products to help supplement your financial services goals, it’s important to consider the following:

  • Involve your stakeholders in the process
  • Be sure to check price, security, and compatibility with your Salesforce edition
  • What business challenges are you looking to solve?
  • What’s your budget?
  • What’s your time frame?
  • Research, research, research!
  • When in doubt, talk to an expert Salesforce consultant to help you out!

About Access Global Group
Access Global Group acts as your premier Salesforce Consulting Services & Managed Services experts. With over 15 years in the industry, Access Global Group has become Summit-Level partners with 5-star ratings on G2 and the Salesforce AppExchange. AGG has over 250 Salesforce certifications and have successfully completed 500 Salesforce integrations and over 1,500 Salesforce projects throughout five different countries. As Summit Salesforce partners, we use our technical expertise to meet your unique needs and generate real change within your organization. If you’re interested in getting started with Salesforce but aren’t quite sure where to begin – talk to us!

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