Banking and Credit Unions

Salesforce for Banking & Credit Unions

A new generation of technology for a new generation of customers.

360 Degree Customer View

360-degree Client View.

Aggregate your clients’ contact,
demographic, interaction and financial information in one place. Use this information to invite them to exclusive events, identify upsell opportunities and archive every activity.


Automation reimagined.

Streamline workflows across banking, investing, mortgages and sales with the efficiency of a machine and the subtlety of the human touch.


Banking Automation

Monitor performance.

Track activity and profitability of different territories, branches and employees and empower them to sell and service clients better.


Sync marketing and sales.

Give your sales and relationship teams a window into how your clients and prospects are reacting to your marketing efforts. More information means more meaningful conversations and more conversions.


Meaningful Conversations

What We Do

  • Data Modeling

    We setup complex data models that account for all client contact and demographic information across your different branches while limiting visibility based on rules and permissions.

  • Workflows

    We automate prospect and client servicing workflows to increase the productivity of your teams and to make sure that no client is left behind. Some of our common banking workflows include:

    • New Account Opening
    • Money Movement
    • Loan Application

  • Client Portal

    Provide your clients with a highly customizable interface designed as per your brand guidelines. Some of the functionality you can provide to your clients includes:

    • Viewing statements and other documents
    • Viewing financial information such as account balances, positions and transactions
    • Submitting forms and portfolio management requests that trigger internal workflows
    • Self-serve activities, communication, a knowledgebase and live agent interactions.

  • Integration

    We integrate your Salesforce with the rest of your technology footprint including your portfolio management system, financial planning system, risk analysis system, document management solution, e-signature solution, email and other such software.

  • "Accelerize 360 is a  critical partner in defining and executing our digital marketing strategy.  From driving a first class marketing program to developing a growth-focused marketing tech stack, Accelerize 360 has brought a level of sophistication we have not found anywhere else."
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    Leads on Demand
  • "We needed help building a complex pricing calculator in Salesforce. Accelerize 360 approached the problem creatively and built it faster with easier maintenance."
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    Project Leader
  • "Accelerize 360 saved us hundreds of hours every month with a custom solution to automate and track our paper-based governmental forms."
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  • "We needed one central, easy to use system to provide business visibility and access to information. Accelerize 360 accomplished that and more, driving higher levels of efficiency and productivity across the organization."
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    Best Brains
    Salesforce Admin

Embrace the new way of banking.

Join hundreds of banks and credit unions on the Salesforce platform.