Financial Services

Are you tired of generic Salesforce partners who just don't get your business?

We feel your pain. After countless projects being led by industry outsiders, you’re ready for a team who speaks your language.  Our founders bring more than 25 years of experience navigating the messy maze of financial services technology. Each of our engagements are lead by a Business Architect who brings deep, real-world experience to drive their analysis and solutions.   Not to brag, but we’ve pretty much seen it all when it comes to financial services challenges like information security, regulatory compliance, insights and more. Been there, solved that.

Still not convinced we can relate to all your complex needs?

Sub-vertical Focus

Banks & Credit Unions

Your customers live in one blended “phygital” world – and they expect you to keep up! Elding’s deep expertise leveraging Salesforce together with key banking technologies (including core & loan origination systems) enables us to make sure your team keeps pace with shifting trends and regulations and has the tools to deliver incredible customer & member experiences.

Insurance Agencies

Your agency needs to provide seamless omnichannel experiences to attract and retain more customers. Elding has extensive expertise uniting  Salesforce with both legacy & modern policy admin systems across all lines of insurance. This enables us to help your agency adopt digital capabilities to optimize operations, unlock data-driven insights, personalize engagement, and meet rapidly rising customer expectations. 

Mortgage & Lending

Borrowers today expect speed, convenience, and personalized guidance when applying for loans and other financing. Elding combines deep Salesforce expertise with specialized knowledge in loan origination and servicing systems. This enables us to help lending institutions  deliver fast & responsive loan origination experiences, leverage data to guide borrowers, integrate systems for operational efficiency, and continually adopt emerging fintech innovation.

Wealth Management

Your clients expect fully integrated & personalized advice – in every interaction in each channel. Elding combines deep knowledge of key technologies including Salesforce, portfolio management systems, and client analytics to provide continuous innovation for you digital transformation program. This enables us to help your firm deliver ultra-customized experiences, leverage data insights, integrate disparate systems, and future-proof operations.