Financial Services Cloud and Insurance Cloud implemented by a Salesforce partner with extensive experience in Latin America. Integrations with your banking core and actuarial systems, without friction for your team or your clients.
A single client may have a savings account, an insurance policy and a pension plan — yet your sales, service and compliance teams see them as three separate records in three different systems. That means lost cross-selling opportunities, slower response times, and a fragmented client experience.
Salesforce Salesforce Financial Services Cloud and Insurance Cloud are designed specifically to solve this: a single client profile (household), with all their products, interactions and opportunities visible to whoever serves them — whether an advisor, a service agent or a compliance officer.
We don't start from a generic CRM template — we implement the modules Salesforce designed specifically for financial institutions.
For banks and cooperatives: 360° client view (household), financial product management, planning and commercial opportunity tracking.
BANKINGCOOPERATIVES360For insurers: policy, coverage and claims management with faster and more traceable underwriting and renewal processes.
POLICIESCLAIMSRENEWALSFor pension fund operators: tracking of affiliates, contributions and transfers, with proactive support at key moments of their plan.
AFFILIATESCONTRIBUTIONSPENSIONSWe connect Salesforce with your banking core, policy platform or actuarial system via API, without duplicating data or processes.
APIBANKING COREACTUARIALAI applied to banking and insurance: next best action for your advisors, lead prioritization and early detection of churn risk.
IAEINSTEINAGENTFORCERole-based permissions, audit logs and full traceability of every interaction, aligned with your internal and regulatory policies.
AUDITPERMISSIONSCOMPLIANCEThat's why we don't implement the same solution for a bank, an insurer and a pension fund operator.
Your challenge: sales teams that don't see the client's full history before offering a product.
Your challenge: slow quoting, underwriting and claims processes with little visibility for the client.
Your challenge: affiliates who don't understand their plan and only contact the operator when something goes wrong.
Yes. We connect Salesforce with your banking core, actuarial system or policy platform via APIs, without your team having to duplicate data between systems. Salesforce becomes the client relationship layer, while your systems of record remain the transactional source of truth.
Financial Services Cloud is oriented toward banks, cooperatives and pension fund operators, with data models for accounts, financial products and financial planning. Insurance Cloud is designed specifically for insurers, with data models for policies, coverages and claims. Both share the Salesforce foundation and can be combined depending on your business lines.
Salesforce holds banking-grade security certifications (including ISO 27001, SOC 2, and encryption of data in transit and at rest). During implementation we configure role-based permissions, audit logs and access policies so you can comply with your own internal and regulatory requirements.
An initial implementation of Financial Services Cloud or Insurance Cloud, covering the main commercial processes, typically takes 8 to 14 weeks. The timeline varies based on the number of core system integrations and the business lines involved.
Yes. We have worked with institutions such as Banco Atlántico and General de Seguros in Costa Rica and the region, as well as cooperatives and pension fund operators, implementing Salesforce for their sales, service and compliance teams.
Some of the banks, insurers and pension fund operators we have worked with across Latin America.
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