Salesforce for Financial Services

From banking and insurance to wealth management, EMS has a dedicated financial services team serving all major areas of the financial services industry. We understand why Banking institutions are facing an exciting, yet precarious, time. We work alongside all types of banks, including commercial, private and retail banking clients, to develop and implement strategies with the Saleforce platform leveraging Financial Service Cloud that address immediate challenges while laying out a clear plan for future.

Financial Services Cloud offers a brand new data model with pre-built features that bring information to the fingertips of wealth managers quickly. It allows users to decide how individual client information is rolled-up and summarized.Our Financial Services Consulting teams address several challenges, and offer the following benefits:

  • Develop Winning Strategy and Approach to Salesforce.
  • Improve  customer experience, and customer loyalty.
  • We enable decision-making capabilities that improve organizational effectiveness.
  • We design and implement business transformation in order for you to optimize your investment with Salesforce
  • Succeed with digital marketing strategy and expand the reach into each customer profile
  • We help you realize the full potential of information across multiple departments and systems that enable faster decisions and rapid technology development.

Major banks look to EMS Consulting as the trusted advisor. Contact EMS for your financial services CRM roadmap.

Contact us for more information

Banking &
Credit Unions

We offer a broad range of services to banking customers by offering a customized and collaborative approach that combines deep industry expertise and experience. Our expertise and best practices will let you fully leverage Salesforces and enhance the way your institution interacts with your customers and members.

Solution Highlights:

  • Onboarding Activity Workflow
  • Sales Activity Management
  • Lead and Referral Management
  • Opportunity Lifecycle
  • Integrate Marketing Cloud with Sales Cloud providing the opportunity to seamlessly access complete customer data.

Wealth & Asset Management

Our Wealth Management experts will enhance client relationships and integrate with portfolio management and financial planning applications. we will provide more visibility into existing household opportunities and get a holistic view of managed and held away assets.

Solution Highlights:

  • Deliver customer experiences that drive client loyalty.
  • Help manage compliance with access to secure client and household profiles.
  • Instantly access all of your client data in one central location so you can spend less time on administrative tasks, and more time focusing on client relationships.


EMS is an expert in implementing and integrating Salesforce with our customers loan origination system to improve access to data for all departments.

Solution Highlights:

  • Allow customers to see how sales leads are performing and identify new sales opportunities with our existing customers.
  •  Map Salesforce which integrates easily with other business solutions and loan originations systems
  • Measure the ROI for leads it purchased and incdrease the ability to access data about past customers in order to cross-sell and up-sell to them.
  •  integrate Encompass with Saslesforce to reduce duplicate input

Contact EMS Consulting Today.

Address 7650 W. Courtney Campbell Causeway, Suite 1125,
Tampa, Fl 33607


Phone (813) 287-2486

Fax (813) 286-9564