Are you tasked with both expanding day-to-day operations and driving constant innovation? The numbers say that there is a good chance that you are.

According to the 2020 State of the CIO report, a third of CIOs are leading the way in their organizations. They are pushing operational changes as well as driving the technological innovations required to carry their organization into the next chapter of banking. As CIOs strive to be difference makers at their respective helms of business, one cloud-based CRM tool is aiding them in their ability to make technology-driven change.

That tool is Salesforce Financial Services Cloud. When it comes to investment banking, Salesforce is helping firms operationalize their processes in a manner that is totally streamlined. As a CIO, implementing salesforce will allow your organization to enjoy powerful features that allow for a more efficient and smarter workflow.

Let’s take a closer look at what all of this really means at an operational level for CIOs and their investment banking firms.

Benefits of Implementing Salesforce Financial Services Cloud

From tracking deal or investment pipelines with top-shelf opportunity managing features to visualizing assets under management and creating custom solutions, the power of the cloud is clear as day. Salesforce allows investment banks to more easily meet security, compliance, and data regulatory requirements.

Implementing Salesforce also allows your teams to build better analytics programs. When your firm is able to integrate data-driven, streamlined processes rather than manual, time-consuming, and error-prone systems, the decision-making of the entire bank is enhanced. Creating a stronger analytics program allows investment banks to deliver insights on-demand, and leverage their competitive advantages by developing processes that are informed by AI.

salesforce for investment banking

Making the Leap

Implementing Salesforce and driving your bank’s digital transformation is a good investment, but any integration is sure to take time and extra management. These challenges are easily mitigated by leveraging the abilities of our firm, CPQi, we specialize in helping investment banks integrate Salesforce tools in a way that is minimally disruptive to day-to-day operations.

CPQi is an award-winning fintech consulting firm that has been helping investment banks leverage the benefits of digital transformation. As your digital financial services specialist with over 14 years of experience, we are well-qualified to help drive your firm into the future.

We can help you streamline your day-to-day processes and help your organization to better ensure trust and transparency. Our team is well-versed in the integration and implementation of Salesforce. Harness the power of true relationship intelligence. With Salesforce and their Financial Services Cloud, your organization will enjoy the ability to capture up-to-date account information across networks and display it visually.

Our fintech firm specializes in partnering with investment banking firms and will help your organization through the entire process. Our services include:

  • Custom development
  • Implementing Salesforce in large-scale business operations
  • Testing
  • Integration
  • Robotic process automation (RPA)
  • Customization and more.

👉 Learn more about RPA in banking here!

About CPQi

Headquartered in Canada and operating in both North, Central, and South America, we specialize in implementing new technologies for financial sectors. With over 30 global tier 1 clients, 14 years in the business, we have successfully delivered dozens of platform and build projects to help our clients maximize their digital transformations.

Find out more about how we can help your investment banking firm implement Salesforce CRM and their Financial Services Cloud. Streamline your day-to-day processes, and leverage technological innovation to drive your organization into the digital age with CPQi as your trusted partner. Let’s innovate your financial organization together.

Book a Consultation Today