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Salesforce Financial Services Cloud Support

Financial Services Cloud Solutions for Smarter, Faster Outcomes

EBQ’s Salesforce Financial Services Cloud services enable banks, lenders, and other financial institutions to get the most value from their platform. From implementation and integration to sector-specific workflows, custom dashboards, and AI-driven insights, our certified team supports every step of your digital platform experience.

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EBQ Strengthens Fiscal Operations with Salesforce Financial Services Cloud

Salesforce Financial Services Cloud brings AI, data, and CRM together to simplify complex client workflows. Your team is better equipped to manage relationships, track activity, and uncover insights in one trusted platform. When implemented well, it accelerates results with industry best practices, prebuilt automation, and integration accelerators to improve efficiency, accuracy, and decision-making.

This is where EBQ steps in. Our certified Salesforce Financial Services Cloud experts unlock the platform’s full capabilities with strategies that help you work smarter and build deeper relationships through excellent service.

Your EBQ Team Includes

Dedicated Expert

We dedicate at least one seasoned Financial Services Cloud specialist to your team, ensuring a successful implementation and ongoing support.

Salesforce Manager

Our management system keeps your team aligned with all objectives, ensuring tasks are completed efficiently and purposefully.

Revenue Consultant

Each project is assigned a Revenue Consultant to analyze current strategies, identify opportunities, and implement data-driven improvements that serve your bottom line.

Dedicated Expert

We dedicate at least one seasoned Financial Services Cloud specialist to your team, ensuring a successful implementation and ongoing support.

Salesforce Manager

Our management system keeps your team aligned with all objectives, ensuring tasks are completed efficiently and purposefully.

Revenue Consultant

Each project is assigned a Revenue Consultant to analyze current strategies, identify opportunities, and implement data-driven improvements that serve your bottom line.

Why Enlist the Help of EBQ’s Financial Services Cloud Expertise

You have limited time or resources for implementation.

We handle the full Financial Services Cloud setup — from implementation to team training — so your platform is live and optimized quickly.

We unify, cleanse, and structure your data so it’s actionable, giving your team a complete, reliable view of accounts and performance metrics.

We customize Financial Services Cloud to enable your automated custom workflows to manage routine tasks such as updates, follow-ups, and approvals, allowing your team to focus on higher-value client interactions and strategic initiatives.

We optimize Financial Services Cloud to streamline communications, anticipate client needs, and deliver a seamless, trusted experience at every touchpoint.

We set up dashboards, reports, and analytics in Financial Services Cloud to track activity, highlight trends, and deliver actionable insights so you can clearly demonstrate impact to leadership and stakeholders.

What our Salesforce Financial Services Cloud services achieve for you

We help banks and financial institutions unlock the full potential of Financial Services Cloud. Together, we will:

Unify and harmonize client data across core banking systems using purpose-built data models

Streamline key financial processes such as onboarding, loan intake, servicing requests, and more

Automate repeatable tasks and approvals so teams spend less time on manual processing

Surface actionable insights with AI-generated recommendations that guide smarter client conversations

Personalize client communication to improve satisfaction and retention

Improve productivity across retail banking, lending, insurance, and wealth management

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EBQ’s Salesforce Success

EBQ + BioPlus | Healthcare

EBQ guided BioPlus through the adoption of Salesforce, helping them implement and explore its full capabilities.

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EBQ + Columbia Insurance Group | Financial

EBQ helped Columbia Insurance Group implement a custom Salesforce configuration to enable better, more efficient use of the platform.

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The flexibility EBQ provides is priceless. They can scale up or down effortlessly and that allowed us to be smart about our long-term plans, without sacrificing internal resources.
Melanie KalembaSVP of Sales & Business Development, BigCommerce
BigCommerce
What I liked about EBQ is that they were fearless, and it didn’t matter what type of lead I put in front of them. They just went for it.
Omar JordanCEO, Coviance
Coviance
We started getting to the next level when we treated you as our partner, not just someone we throw a job to over the fence. I see you as a part of my team – not a vendor.
Hi LevaChief Revenue Officer, Enflux
Enflux
We could have done everything in-house. We would have spent a significant multiplier over what we spend with you, and then it’s risky. What we looked at is the cost benefit plus the risk. It was really a no-brainer after that.
Byron RashedVP of Marketing, Centripetal Networks
Centripetal Networks
We foresee this being an ongoing, long-term relationship. The future looks bright.
Tim SmithCRO, FirstClose
FirstClose
Brent’s team moved really quickly to understand our messaging and value proposition. Their understanding of the ecosystem that we work in was more extensive than we thought it would be. We didn’t know it would be a long-term relationship initially, but their quick pivots right off the bat gave us confidence that we could grow with them.
Cameron TylerSenior Marketing Manager, Copado
Copado
I appreciated how EBQ never asked us for our scripts or our process. They were confident in their own approach, understood our use cases, and converted our strategy to their own methodology to make an impact.
Steve TuckerSenior VP of Sales, Seal Software
Seal Software
From my perspective, because this was my first time working with EBQ, I consider the results exceptional. They’re the same sort of statistics I would expect to see from an in-house effort, from a team that was already familiar with the software, organization, and marketplace.
Lisa LarsonSenior Director of Outreach & Engagement, LYRASIS
Lisa Larson
When it comes to sales and lead generation, there is often a tradeoff between the ‘perfect science’ of modern sales and old school salesmanship, between having a solid process in place and having people capable of human interaction. It seems like you can only have one or the other. But with EBQ, you don’t have to make that choice. They strike the balance perfectly.
Derek del BarrioPresident, Solid Border
Solid Border Network Security
All in all there were so many reasons to love this team that go well beyond the scope of work. They did everything right. From where I’m sitting, it was money well spent and then some.
Carol Ann ThomasMarketing Manager, Opus
Opus
I would say we have a big initiative for OpenClose name recognition in our space as a premier LOS, and EBQ really gives us the ability to spread that message to more people than we would have by ourselves.
Chris OlsenVP of Sales Engineering, OpenClose
OpenClose
EBQ’s work has yielded results that, even years later, have continued to assist us in building our pipeline and increasing exposure.
Guy NunnelleeVice President, Cal-Bay Systems
Cal-Bay Systems
EBQ put in the time needed to learn our product and how we sell it. EBQ held weekly continuous improvement meetings (CIMs) with us every step of the way which allowed us to re-calibrate and tweak the process based on specific market conditions or situations. I really feel like they truly care about what they do.
Steve LedbetterPresident of US Business Unit, LocknCharge
LocknCharge

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Talk to a Salesforce Financial Services Cloud Consultant

With EBQ, you gain a hands-on partner committed to turning Salesforce Financial Services Cloud into a catalyst for efficiency and growth. Our experts design, implement, and optimize workflows, automations, and analytics to streamline operations, enhance team productivity, and deliver the insights your institution needs to make faster, smarter decisions.

Ready to unlock the full potential of your Financial Services Cloud platform? Fill out the form, and one of our consultants will reach out to help you get started.

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