Financial technology CRM

Discover why Salesforce solutions are at the heart of FinTech.

Want to enhance your connection with customers and the wider digital environment? Salesforce’s connected CRM system makes this possible. PensionBee is one FinTech we have helped to achieve their goals. Find out more below.

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How Salesforce's CRM can help your FinTech business.

Personalised customer acquisition and retention.

Deliver personalisation throughout every stage of the FinTech customer journey with world-class omnichannel experiences — all powered by Salesforce.

A global solution for growth.

Increase the speed of your decision making, onboarding, and transaction times with Salesforce. Use our automated billing, quotation, and analysis tools to help you expand globally and meet each region's regulatory requirements.

Intelligent risk management.

Navigating risk and compliance is a major concern for FinTech companies. You can use Salesforce's analytics and data solutions to help you reduce loan defaults and automate collections and recovering.

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Embedded finance.

We help FinTechs to grow, pioneer, and integrate through enabling embedded finance. Our software helps businesses equate new revenue streams through unique partnerships.

Personalised customer acquisition and retention.

Deliver personalisation throughout every stage of the FinTech customer journey with world-class omnichannel experiences — all powered by Salesforce.

A global solution for growth.

Increase the speed of your decision making, onboarding, and transaction times with Salesforce. Use our automated billing, quotation, and analysis tools to help you expand globally and meet each region's regulatory requirements.

Intelligent risk management.

Navigating risk and compliance is a major concern for FinTech companies. You can use Salesforce's analytics and data solutions to help you reduce loan defaults and automate collections and recovering.

Embedded finance.

We help FinTechs to grow, pioneer, and integrate through enabling embedded finance. Our software helps businesses equate new revenue streams through unique partnerships.

Learn how LendInvest bring together sales, service, and marketing.

Watch our on-demand webinar with LendInvest's VP of Technology and find out how to get the most out of a unified CRM system.

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See how PensionBee revolutionised pensions with Salesforce.

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Frequently Asked Questions.

What is embedded finance?

Embedded finance is the integration of financial services or tools into a non-financial business. This helps a wider range of businesses offer their customers certain financial services in a convenient way.

What does risk management include?

Risk management is how financial firms protect themselves against risks such as fraud or customers defaulting on payments. Examples include robust identity checks and using data analytics to assess whether a person is likely to make repayments.

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Financial Services

Financial technology CRM

Discover why Salesforce solutions are at the heart of FinTech.

Experience World Tour London: AI Day

How Salesforce's CRM can help your FinTech business.

Personalised customer acquisition and retention.

A global solution for growth.

Intelligent risk management.

Embedded finance.

Personalised customer acquisition and retention.

A global solution for growth.

Intelligent risk management.

Embedded finance.

Learn how LendInvest bring together sales, service, and marketing.

See how PensionBee revolutionised pensions with Salesforce.

Frequently Asked Questions.

What is embedded finance?

What does risk management include?

Explore the advantages of Salesforce for FinTech.

Report

The evolution of embedded finance.

Blog

How small business get the most out of open banking with Salesforce.

Customer Story

How GoCardless helps businesses simplify payments.

Ready to learn more about FinTech Solutions?

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