Digital Transformation in Finance Industry with Salesforce

by | Feb 26, 2024 | Financial Sector

digital transformation in finance industry with salesforce


In the UK and Ireland, digital transformation in finance industries is more important than ever. Digital transformation is the integration of digital technologies into all areas of a company. This fundamentally changes how an organisation operates and delivers value to its clients. This is where Salesforce comes into play. Salesforce is a powerful cloud platform that revolutionises the way that finance companies operate, interact with customers, and achieve sustained growth.


Digital transformation in the finance industry

This digital transformation isn’t just an option; it is absolutely essential for financial institutions to remain relevant and competitive. However, a new mindset is needed to begin the digital transformation process. It’s a chance for companies to rethink how they do things, often from the ground up. This approach to work reveals new solutions that, in turn, improve customer experience, drive employee innovation, and spur company growth.


Transforming Finance with Salesforce CRM

Financial services are built upon relationships with clients. Therefore, CRM solutions are needed by financial institutions to manage customer relationships. The Salesforce Customer 360 platform is a unified flexible platform that gives you a 360-degree view of each and every client, putting your customers at the centre of attention.

1. Enhancing customer engagement: Salesforce gives financial institutes the ability to deliver personalised and seamless interactions, which resonate with today’s consumers. This is so important as providing a great customer experience is more vital than ever. By using customer data and insights, financial institutions are capable of anticipating needs, fostering deeper links, and building lasting relationships.

2. Optimising Operations: Operational efficiency and speed are obstructed by legacy systems and manual processes. By providing a single platform that accelerates workflows and encourages collaboration, Salesforce simplifies operations. This will enable financial organisations to operate with greater efficiency and effectiveness.

3. Data Intelligence: In today’s financial environment, data is indispensable, and Salesforce equips UK and Irish Financial firms with advanced Analytics and AI-driven insights. Through the use of predictive analysis and real time intelligence, financial institutions can make intelligent decisions that will promote growth and competitiveness.

4. Regulatory Compliance: In the finance sector, compliance is imperative, and Salesforce offers dynamic features to help organisations comply with legal complexity. To mitigate the risk of disclosure of sensitive information, financial institutions are required to use encryption. Salesforce Financial Services Cloud ensures compliance with financial regulations, like GDPR to MiFID II, providing visibility to auditors and compliance professionals.

5. Scalable Growth: As the UKI finance industry expands, scalability becomes essential. Salesforce provides unparalleled scale, enabling finance organisations to grow and adapt with ease. Salesforce is known for its flexibility, enough to meet the needs of all variations of finance organisations, whether it’s a challenger bank or an established institution.


Aspire CRM work with digital transformation in the finance industry

Dorsia Finance sought a cloud-based CRM solution for success in the financial sector to increase its operations and gain a more robust and scalable platform. Aspire CRM recognised the need to improve its sales and customer relationship management processes, which led to a beneficial collaboration between us and Dorsia Finance.

Aspire CRM’s role in the implementation of Salesforce at Dorsia Finance included several key solutions. To comply with Dorsia Finance’s particular sales processes and provide a unified view of leads, prospects, or clients, Aspire CRM developed an effective Salesforce solution that enhanced lead nurture, customer engagement, and organisational communication. Additionally, Aspire CRM implemented reporting and analytics features within Dorsia’s Salesforce system, equipping them with real-time insights into sales performance, customer behaviour, and overall business metrics. This in turn allowed them to make data-driven decisions and maximise strategies effectively.

To find out more about our work with Dorsia Finance, watch our customer success story below:



In conclusion, digital transformation in finance in the UK and Ireland is being reshaped by using Salesforce’s cloud platform. The power of Salesforce enables organisations to drive innovation, improve customer experience and achieve sustainable growth. Whether you run a small business or operate on an enterprise scale, leveraging the capabilities of Aspire CRM elevates your Salesforce implementation and optimises your digital transformation strategy.

Ben Schofield

Ben Schofield

Ben Schofield

Hey there! I'm Ben, a dedicated marketing specialist deeply passionate about the digital advertising realm. With several enriching years in the field, I've navigated the diverse landscape of online campaigns, fine-tuning strategies to enhance brand visibility across various industries.

Speak to one of our experts

If you have any enquiries regarding our range of services or are prepared to embark on a digital transformation journey for your business, don’t hesitate to get in touch with the dedicated team at AspireCRM. Our expertise transcends industries, encompassing diverse business functions and organizations of various sizes. As one of the most established and trusted partners of Salesforce, we pride ourselves on our flexibility in delivering tailored solutions that perfectly align with the unique needs and preferences of our valued customers.