Financial Services

The Promise of Salesforce
for Financial Services

Challenges faced by firms throughout Financial Services are unique, but this opens the door for smart technology solutions. Powerful tech solutions fuels tangible business by creating a more agile, connected and responsive organization.

Data Collection and Analysis Needs

Banks and other financial firms rely on large data collection and analysis for lead generation, customer service, and sales. For instance, having data on a customer’s income and credit history needs to be on hand to target upselling opportunities and answer any questions they may have. Being able to quickly access an individual’s data also makes it easier to reach out to potential leads with eligible services.

However, many finance firms are left with a tool box that is disorganized and confusing. They face overpriced legacy infrastructures and find themselves relying on the overwhelming task of manual data entry while crucial sales data sits underutilized in Excel spreadsheets. Sales and Customer Service reps are tasked with reams of manual data entry which makes their organization prone to human error.

SalesForce Implementation

A Salesforce implementation that is custom built for Financial Services enterprises is the perfect catalyst for efficiently and effectively transitioning data to a more efficient and effective business.

Thoughtful automation ensures that data is not only stored, but shared in real-time with sales reps, customer service teams, and the C-suite alike. Baked-in real time analytics takes reporting time from days to minutes. And advanced CTI (Computer Telephony Integration) capabilities mean that voice-driven insights can be fully stored, categorized, and analyzed, bringing a crucial source of operational data into the mix.

Seamlessly navigating this transformation requires a deep knowledge of the Salesforce platform, and an ability to customize it to reflect the needs of different financial firms. That’s precisely what Access Global Group provides: hands-on consulting, implementation, staffing, and support services proven to deliver impactful Salesforce solutions for the Financial Services industry.

Salesforce in the Financial

Service Industry



Farmers Insurance

Farmers Insurance Group is an American insurer group of automobiles, homes, and small businesses. Farmers also provides other insurance and financial services products. Farmers Insurance has more than 48,000 exclusive and independent agents and approx

Mesirow Financial

Mesirow Financial is a leading, independent financial services firm with expertise in investment, risk management, and advisory services. The company fosters a collaborative culture to develop tailored solutions to their clients. The company had multiple systems for various information types

Millennium Trust

Millennium Trust was established in 2000 and focuses on unique IRA custody solutions. They are known for their ability to solve for the most complex IRA custody requirements. Millennium Trust’s ability to serve their clients was seriously hampered by their current setup when client service is


Staples is a large office supply retail chain with 1500 in North America. Staples was recently acquired by Sycamore Partners, a private equity company – as part of Staples’ go-to-market strategy, the sales and support systems needed to be aligned with the 



State Bank & Trust Rapid Expansion

State Bank & Trust (now Cadence Bank) is a regional bank with 98 branches in Texas, Georgia, Florida, Alabama, Mississippi and Tennessee covering commercial, business and personal banking services. State Bank & Trust experienced rapid growth, acquiring 12 

Total Insurance Broker

Total Insurance Broker (TIB) specializes in helping clients find affordable health care plans. TIB Health instructs clients in medical insurance terms and details to aid in the search for a plan that is best for that individual. The CRM system used by TIB was not able to capture all 

Legg Mason

Legg Mason is an affiliate investment group, based in Baltimore, Maryland but with individuals throughout the world. Legg Mason specialties include equity, fixed income, liquidity, and alternative investments. Legacy systems were impeding communication, commissions, reporting,

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