List of Salesforce Financial Services Cloud Customers
Salesforce
Salesforce Tower 415 Mission Street, 3rd Floor,
San Francisco, 94105, CA,
United States
San Francisco, 94105, CA,
United States
1 415-901-7000
Professional Services
83334
$41.5B
Since 2010, our global team of researchers has been studying Salesforce Financial Services Cloud customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Salesforce Financial Services Cloud for Sales Automation, CRM, Sales Engagement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Salesforce Financial Services Cloud for Sales Automation, CRM, Sales Engagement include: JPMorgan Chase, a United States based Banking and Financial Services organisation with 317233 employees and revenues of $180.60 billion, LG Corp, a South Korea based Manufacturing organisation with 260000 employees and revenues of $140.00 billion, Statefarm, a United States based Insurance organisation with 67000 employees and revenues of $123.00 billion, Wells Fargo, a United States based Banking and Financial Services organisation with 205198 employees and revenues of $83.70 billion, Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion and many others.
Contact us if you need a completed and verified list of companies using Salesforce Financial Services Cloud, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the CRM software purchases.
The Salesforce Financial Services Cloud customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of CRM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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5Star Life Insurance | Insurance | 70 | $10M | United States | Salesforce | Salesforce Financial Services Cloud | Sales Automation,CRM,Sales Engagement | 2021 | n/a |
In 2021, 5Star Life Insurance implemented Salesforce Financial Services Cloud to centralize sales and client engagement workflows. The deployment is positioned against Sales Automation,CRM,Sales Engagement and is intended to support the companys sales and client service business functions.
The implementation configured the Financial Services Cloud core client data model and household relationship constructs, opportunity and policy management workflows, and service case tracking typical of insurance CRM deployments. Automation was applied to lead capture and opportunity progression, with activity management and pipeline visibility tailored to small insurer operations.
Salesforce Financial Services Cloud is embedded on the public website to capture inbound leads and route inquiries into the CRM, enabling web-driven lead capture and client self-service entry points. The architecture follows a cloud SaaS model with browser access for remote agents, and integrations are focused on web form to CRM routing and operational queueing for sales and service teams.
Governance was organized around role based access controls, profile driven permissions, and staged user onboarding to align sales and client service processes with the new system. Configuration and ongoing administration are framed for a small enterprise environment, emphasizing configuration over custom code to maintain maintainability and reduce operational complexity.
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Adams 12 Five Star Schools | Education | 4400 | $524M | United States | Salesforce | Salesforce Financial Services Cloud | Sales Automation,CRM,Sales Engagement | 2020 | n/a |
In 2020, Adams 12 Five Star Schools implemented Salesforce Financial Services Cloud to centralize constituent relationship and engagement capabilities. The deployment targeted Sales Automation,CRM,Sales Engagement objectives and was documented as supporting marketing, development, and finance functions within the district.
The Salesforce Financial Services Cloud configuration emphasized core CRM and sales automation functionality, including contact and constituent record management, opportunity pipeline tracking for development and fundraising workflows, campaign management for outreach, and reporting and dashboarding for financial and engagement metrics. Configurations supported automated campaign workflows and engagement tracking consistent with typical Sales Automation,CRM,Sales Engagement capabilities.
Operational scope included marketing and development teams where the platform was used to generate and run marketing campaigns and to run weekly financial reports on Salesforce, establishing a regular reporting cadence. No external integrations were specified in the source material, so documented usage centers on native Salesforce reporting, campaign management, and constituent engagement modules used by internal teams.
Governance and process changes focused on instituting weekly report runs and campaign workflows to support organizational goals, with documented hands on use by a Marketing and Development Intern who managed social channels and ran Salesforce reports in 2020. The same source records that social media interaction increased by 70 percent in three months and that campaigns further established organizational goals, reflecting measurable engagement activity tied to the platform's campaign and reporting functions.
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Agb Nielsen Media Research Philippines | Media | 410 | $20M | Philippines | Salesforce | Salesforce Financial Services Cloud | Sales Automation,CRM,Sales Engagement | 2012 | n/a |
In 2012, AGB Nielsen Media Research Philippines implemented Salesforce Financial Services Cloud to centralize sales and client engagement workflows. The deployment focused on Sales Automation,CRM,Sales Engagement capabilities to support revenue monitoring, client service coordination, and consolidated reporting across finance and commercial teams.
The Salesforce Financial Services Cloud configuration emphasized account and opportunity management, operational dashboards, and automated trackers for actual versus forecast revenues, expenses, and EBITDA. Functional workflows were built to support a weekly tracker, weekly revenues monitoring in coordination with the Client Service Team, a weekly collection tracker for AGB Nielsen and The Nielsen Company, and monthly management reporting processes.
Integrations were retained and coordinated with existing financial systems, including uploads to the Cognos Budget System for annual budget and reforecast entries, and integration points with SAP used for monthly revenue recognition. Operational coverage included the Executive Director Media organization, the CFO office, the Regional Watch Leader, and the Client Service Team, enabling cross‑functional visibility between commercial and finance functions.
Governance and process orchestration assigned business partner and business analyst roles to manage weekly and monthly rhythms, treasury reporting such as cash position and intercompany loans, and short cycle forecast analysis. Rollout emphasized embedding Salesforce Financial Services Cloud into weekly operational cadences and monthly management reporting rather than introducing separate reporting silos.
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American Family Insurance | Insurance | 12500 | $17.1B | United States | Salesforce | Salesforce Financial Services Cloud | Sales Automation,CRM,Sales Engagement | 2016 | n/a |
In 2016 American Family Insurance implemented Salesforce Financial Services Cloud as a core CRM platform to support sales, agency distribution, and client service operations, aligning with its Sales Automation,CRM,Sales Engagement strategy. The deployment targeted the companys agency force and corporate sales teams, positioning Salesforce Financial Services Cloud as the primary system for client relationship and engagement workflows.
The implementation configured Salesforce Financial Services Cloud with standard financial services CRM capabilities including a client and household data model, lead and opportunity management, engagement console and activity management, case and service management, and policy and account relationship tracking. Configuration and extension work included declarative automation, custom Apex development and Lightning component development to support tailored screens and business logic, alongside security model design, role hierarchies and record types to enforce agency and producer data partitioning.
Integration work emphasized connecting Salesforce Financial Services Cloud to internal applications, databases and agency systems, using a mix of real time APIs and batch ETL style data synchronization to surface policy, billing and customer data. The program leveraged the organizations experience with integration and communications technologies between applications, databases and technology platforms to enable reporting and BI feeds, and to maintain a single customer record for cross functional teams.
Governance followed structured software development lifecycle practices, with defined unit and system integration testing, change management and second and third level support handoffs for sustained operations. Technical leadership responsibilities included solution design documentation, estimation, code review and release coordination, while application development and support teams retained ongoing ownership for enhancements and operational support of Salesforce Financial Services Cloud.
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Amica Mutual Insurance | Insurance | 3597 | $2.7B | United States | Salesforce | Salesforce Financial Services Cloud | Sales Automation,CRM,Sales Engagement | 2018 | n/a |
In 2018, Amica Mutual Insurance Company deployed Salesforce Financial Services Cloud as its unified CRM platform to centralize Sales Automation,CRM,Sales Engagement capabilities. In 2018 Amica concurrently implemented Guidewire ProducerEngage and Guidewire ServiceRepEngage for Salesforce Financial Services Cloud to join policy and billing operations with customer relationship data.
The implementation configured Salesforce Financial Services Cloud to surface sales and service tools for representatives, enabling a single view of customer interactions and case context, while Guidewire ProducerEngage and Guidewire ServiceRepEngage were used to manage insurance operations including policies and billing. Functional capabilities implemented include 360-degree policyholder profiles, unified case handling across sales and service workflows, and agent-facing access to quotes, policy details, and billing status.
Architecturally data from the Guidewire applications flows into Salesforce Financial Services Cloud to create actionable customer records, reducing the need for representatives to toggle between separate systems. The operational scope targets Amica’s sales and service representatives across its national footprint, consolidating customer-facing workflows for quote generation, policy servicing, and payment assistance.
Governance and workflow changes centered on embedding the Guidewire apps into the Salesforce CRM surface to standardize first-call resolution procedures and support personalized engagement. Outcomes stated by the company included improved first-call resolution and enhanced customer satisfaction, building on Amica’s existing customer service reputation as evidenced by its J.D. Power recognition.
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Retail | 500 | $100M | United States | Salesforce | Salesforce Financial Services Cloud | Sales Automation,CRM,Sales Engagement | 2019 | n/a |
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Banking and Financial Services | 93000 | $34.9B | United Kingdom | Salesforce | Salesforce Financial Services Cloud | Sales Automation,CRM,Sales Engagement | 2017 | n/a |
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Banking and Financial Services | 250 | $40M | Canada | Salesforce | Salesforce Financial Services Cloud | Sales Automation,CRM,Sales Engagement | 2021 | n/a |
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Banking and Financial Services | 2000 | $3.2B | Canada | Salesforce | Salesforce Financial Services Cloud | Sales Automation,CRM,Sales Engagement | 2014 | n/a |
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Banking and Financial Services | 10000 | $26.8B | France | Salesforce | Salesforce Financial Services Cloud | Sales Automation,CRM,Sales Engagement | 2014 | n/a |
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Buyer Intent: Companies Evaluating Salesforce Financial Services Cloud
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Salesforce Financial Services Cloud. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Salesforce Financial Services Cloud for Sales Automation, CRM, Sales Engagement include:
- Humber College, a Canada based Education organization with 3400 Employees
- D'Next Consulting, a United States based Professional Services company with 50 Employees
- ENEL, a Italy based Utilities organization with 61192 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Salesforce Financial Services Cloud Coverage
Salesforce Financial Services Cloud is a Sales Automation, CRM, Sales Engagement solution from Salesforce.
Companies worldwide use Salesforce Financial Services Cloud, from small firms to large enterprises across 21+ industries.
Organizations such as JPMorgan Chase, LG Corp, Statefarm, Wells Fargo and Citigroup are recorded users of
Salesforce Financial Services Cloud for Sales Automation, CRM, Sales Engagement.
Companies using Salesforce Financial Services Cloud are most concentrated in Banking and Financial Services, Manufacturing and Insurance, with adoption spanning over 21 industries.
Companies using Salesforce Financial Services Cloud are most concentrated in United States and South Korea, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Salesforce Financial Services Cloud across Americas, EMEA, and APAC.
Companies using Salesforce Financial Services Cloud range from small businesses with 0-100 employees - 3.17%, to mid-sized firms with 101-1,000 employees - 20.63%, large organizations with 1,001-10,000 employees - 46.03%, and global enterprises with 10,000+ employees - 30.16%.
Customers of Salesforce Financial Services Cloud include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Salesforce Financial Services Cloud customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Sales Automation, CRM, Sales Engagement.