Salesforce for Financial Services

Win over clients with exceptional Financial & Wealth Management Services
Win over clients with exceptional Financial & Wealth Management Services

No single platform

It was challenging to get all customer information such as assets, partners, transactions, history, investments, and open cases at a single system without Salesforce.

Manual work

Without Salesforce, back-office apps were not connected, and you had to manually gather data from different sources. It also increases the risk of manual errors and leads to inefficient manual paperwork.

Administration issues

It wasn't easy to manage multiple users from different departments and platforms. Even the onboarding process, including form filling, was troublesome for customers without Salesforce.
How Salesforce affects various economic sectors

Salesforce CRM helps retain the client’s loyalty by delivering insights on financial goals, opportunities, and compliance attributes.


The Salesforce 360 degree customer view gives a personal experience to banking customers. It captures user data and builds a profile that can be accessed on-demand.


Salesforce provides a single platform to work from various online and offline sources. It helps you to provide the best customer service.


The practical, quick, and accurate lending processes save time and money by providing a personalized borrowing experience.

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How is Manras helping in better integration and access to client’s financial documents in one place?

Personalized Features

It includes smart alerts, and real-time interaction improves collaboration procedures. 

Easy Administration

Manras makes it easy to manage multiple users from different departments via a centralized panel.

Informed Business Decision

The real-time information and connected back-office apps help you make better business decisions.

Fast Cash Process

Salesforce generates orders and quotations in one application that is immediately available to appropriate teams. It will quickly fulfill orders, invoices, and payments.

Wealth Management

The Manras customizes Salesforce content specifically for wealth management. It is efficient and successful in nurturing more clients. It helps build trust with the clients while focusing on financial strategies and goals. It uses custom reports and dashboards to check for financial balances at the household and individual levels.

Offers Guided Loan Application

Manras provides step-by-step guidelines and recommendations to gather relevant data to apply for loan applications. Manras also helps to consolidate financial data or loan processing data using systems.

Easy Onboarding Process

Manras helps capture the details, analyzes the expense and saving behavior to simplify the onboarding process.

End-to-end Automation

Manras simplifies Salesforce for end-to-end automation processing, accounting, private equity, loans, and payments.

Artificial Intelligence

Real-time reporting and forecast by AI discover client insights and predict future outcomes. Manras helps to identify and accelerate more opportunities.

Marketing Operations

Manras empowers your business by customizing Salesforce solutions to meet your unique needs. It helps to integrate the financial system into the marketing cloud and promotes financial solutions like investments, loans, and credit cards to relevant clients.

Salesforce Clouds

We have all the Salesforce cloud solutions you need. Explore the right option for your business today!


Salesforce Sales Cloud

Customize the sales cloud to the needs of your sales team so they can close more deals using intelligent insight tools. Get started with sales cloud today to automate processes, connect with other clouds, and integrate with third-party solutions.

Salesforce Service Cloud

Delight and empower your customers with exceptional services through the service cloud. With it, your agents will have access to all the information they need to provide excellent customer service, including cases, operations, knowledge, and field service data.

Salesforce Community Cloud

Manaras gives you unparalleled information to promote customer success incorporate personalization into communities through customization.

Salesforce Marketing Cloud

You can build personalized journeys for your prospects and customers. We can connect and configure powerful cloud tools ‘for you to drive intelligent market automation.

Salesforce Pardot Services

We make your B2B marketing campaigns smarter and more effective. We also help you measure their ROI. All you have to let us do is configure and connect Pardot to your Salesforce system.

Salesforce Non-Profit Cloud

Build and nurture life-long relationships with donors and fundraisers in a community with a non-profit cloud. We will configure the cloud for your specific needs to increase your fundraising effectiveness, manage events, and measure success.

Salesforce Financial Services Cloud

You can track clients' investments, financial assets, securities, bank accounts, insurance policies, assets, liabilities, and financial goals can be tracked using our Financial Services Cloud.

Salesforce Experience Cloud

You can now connect your partners, customers, and employees to drive collaboration and self service in a central experience cloud. Get brilliantly customized front ends that can help you harness the power of data.

Salesforce Health Cloud

Health Cloud Service was established to support use cases in life sciences. As part of our customer's success, each health client can reach a robust partner ecosystem.

Salesforce Commerce Cloud

It is not hard to engage or deliver unique shopping experiences. We can build a commerce cloud to meet the unique challenges your B2C or B2B business faces.

Salesforce Einstein

Using artificial intelligence, you can achieve Einstein-level smartness for your business – all you have to do is put data in CRM. We can configure standard Einstein applications to create insightful dashboards and custom smart assistants.

Salesforce Platform

It has never been easier to build apps that meet your employees’ and customers' unique needs. We spend time with you to understand your challenges and deliver a Salesforce platform suited to your needs.

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