Salesforce for Banking

Build connected banking experiences with Salesforce.

What’s changing for banks today?

Banks are under pressure to deliver faster service, deepen relationships, and improve internal collaboration – all without adding complexity. Salesforce Financial Services Cloud brings customer, team, and operational data into one view. Sikich turns that platform into a tailored banking solution that reflects how your institution works.

Salesforce for BANKING

Working with us

Our approach begins with understanding your processes across commercial banking, retail banking, community banks, credit unions, and mortgage lending. We design Salesforce workflows that reduce friction, align teams, and create a consistent client experience. Relationship managers, lenders, service teams, and leadership gain transparency and shared context to serve customers more effectively.

To learn more about how Sikich serves the banking industry, watch our video “How to Use Salesforce for the Banking Industry”.

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Salesforce for BANKING

Creating a unified banking experience

With a unified platform, advisors and lenders spend less time navigating internal systems and more time supporting clients. Workflows move smoothly between groups, referrals no longer fall through cracks, and performance insights become easier to access. Customers experience your bank as responsive, coordinated, and human.

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your organization

Salesforce Financial Services Cloud can help your organization

Commercial and retail bankers

Give bankers clear insight into clients and incentives with Salesforce dashboards that track progress, inspire action, and fuel performance.

Mortgage lenders

Salesforce Financial Services Cloud gives lenders real-time loan updates and referral insights to minimize delays and drive more closed deals.

Tellers

Make referrals easy with Salesforce Financial Services Cloud. Tellers can submit leads, track incentives, and stay motivated while driving growth.

Explore related financial services solutions

For firms focused on deal flow, investor relationships, and capital strategy, explore Salesforce for Private Equity & Investment Banking

For organizations delivering personalized advisory experiences, see Salesforce for Wealth Management