Salesforce For Financial Services Built Around Your Business
Get Salesforce for financial services from a team that does this every day. We work with financial services firms that need Salesforce shaped around their processes, with deep, hands-on expertise across Financial Services Cloud, client and household management, and relationship tracking. The Mercury Collective gives you certified Salesforce experts as a dedicated team at a fraction of the cost of a full-time hire, on flexible monthly plans with no long-term contracts, so you get senior-level Salesforce expertise without hiring full time.
Deep Financial Services expertise. Financial Services Cloud, client and household management, and relationship tracking handled. A team that knows Salesforce inside out.
Where Financial Services Projects Usually Get Stuck
Getting Financial Services right is harder than it looks. Client, account, and portfolio data lives in separate systems. When that happens, momentum stalls and your team ends up working around Salesforce instead of with it.
Fragmented Client View
Client, account, and portfolio data lives in separate systems. It's exactly the sort of gap we're brought in to close.
Manual Compliance Steps
Compliance-related tasks are tracked by hand. It's exactly the sort of gap we're brought in to close.
Slow Client Service
Advisors lack a full, current view of each client relationship. Until it's addressed, your team keeps working around the platform instead of with it.
Your Financial Services Assessment — Know Exactly Where You Stand
Before we change anything, our certified Salesforce experts review your Financial Services setup across six key areas. We pinpoint what's working, what's holding you back, and the highest-impact fixes—then hand you a clear, prioritized roadmap so every dollar of effort goes where it matters most. Here's what we look at:
Current Salesforce fit for financial services firms review
We learn how your financial services firm operation runs and where Salesforce should fit. Everything is documented so you always know where things stand.
2
Configure for financial services firms
Our team shapes the data model, automation, and layouts around financial services firms' real work, then tests with your team. Each decision is explained in plain terms so nothing feels like a black box.
3
Launch & Support
You go live with training, and we support and refine the setup as your needs evolve. We keep it practical and move at a pace that suits your team.
What's Included in Our Financial Services Services
Our Financial Services services cover the full picture—setup, optimization, and ongoing support—so financial services firms that need Salesforce shaped around their processes get a platform that works now and keeps working as you grow.
financial services firms Process Mapping
Shaping Salesforce around financial services firms' workflows, done right the first time, then supported as you grow.
financial services firms Data Model
An object structure that fits your industry, handled end to end so nothing slips through the cracks.
Automation
Removing the manual steps in your processes, done right the first time, then supported as you grow.
Page Layouts
Page layouts built for how your team works, scoped to your needs and built to last.
financial services firms Reporting
Dashboards for your industry's key metrics, handled end to end so nothing slips through the cracks.
Compliance Automation
Admin and improvements as you grow, scoped to your needs and built to last.
Why Teams Choose The Mercury Collective
Our Financial Services support feels like having a senior Salesforce team on call: responsive, down-to-earth, and focused on what actually moves your business forward.
Certified Salesforce administrators
Flexible monthly plans
Fractional-cost support model
Dedicated point of contact
Support that scales with your needs
Fast onboarding
Frequently Asked Questions
A few things teams often ask us about Salesforce for financial services.
What do your Financial Services services cover?
How complex can Financial Services projects get?
Can you fix or improve our existing Financial Services setup?
How detailed is the Financial Services assessment?
What are typical Financial Services timelines?
What makes your Financial Services support different?
What will we walk away with after the Financial Services work?
We tailor Salesforce to how financial services firms work: shaping the data model and page layouts around your processes, automating the repetitive steps, and building reporting around the metrics that matter in financial services firm work. The result is a CRM that fits your operation instead of a generic setup.
Whether you're a lean financial services firm team needing the basics or a larger one with complex processes and integrations, we scope the build to match how your organization actually runs. We size the engagement to your team and budget—real expertise without the full-time price tag.
Yes. If you already use Salesforce, we review how well it fits financial services firms' processes and reshape the data model, automation, and reporting so it actually supports your work. We size the engagement to your team and budget—real expertise without the full-time price tag.
The assessment reviews how well Salesforce fits your processes, maps your key workflows, audits the data model and automation, and reviews reporting, then delivers a prioritized plan. Whichever route fits, you work with certified Salesforce experts on flexible monthly plans with no long-term contracts.
Core improvements can land in a few weeks; larger process and integration work rolls out in stages. It's all delivered by a certified team with a single point of contact, so you're never left guessing.
You get a dedicated team of certified Salesforce experts on a dedicated team at a fraction of the cost of a full-time hire, on flexible monthly plans with no long-term contracts, senior help without a full-time hire. We size the engagement to your team and budget—real expertise without the full-time price tag.
You receive a reshaped data model and layouts, automated workflows, reporting dashboards built for financial services firms, and training, all documented. Whichever route fits, you work with certified Salesforce experts on flexible monthly plans with no long-term contracts.
Let's Make Financial Services Work for You
Whether you're starting fresh or improving an existing setup, we provide Salesforce for financial services on simple monthly plans with no lock-in. Tell us where you are and we'll recommend the right level of support.
