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Salesforce for Financial Services

That delivers real business outcomes.

Financial services organisations across Australia partner with 8Squad when they need more than just implementation; they need proven experience, Salesforce-specific IP, and an onshore team that understands regulatory complexity, legacy ecosystems, and how to deliver real client outcomes.

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8Squad consultants delivering Salesforce Financial Services Cloud for an Australian financial services team

We Get Your World

Financial services is one of the most regulated, data-sensitive, and operationally complex industries in Australia. Whether you’re a bank, lender, wealth manager, or insurer, the challenge is consistent: customer and product data spread across disconnected systems, growing compliance obligations, and a Salesforce environment that isn’t keeping pace with either.

The gap isn’t usually the platform. Salesforce has purpose-built solutions across financial services. The gap is almost always in how it’s been designed, integrated, and implemented, and in a regulated industry, the cost of getting that wrong is high.

We combine deep industry understanding with Salesforce expertise to define solutions that bridge the gap between business requirements, data, and technology, turning fragmented environments into something scalable, governed, and fit for purpose.

We Know Financial Services Cloud, and the Industry It Supports

Financial Services Cloud is built for the complexity of this industry, not just a CRM, but a structured data and process model aligned to Salesforce best practices. But what matters is how it’s implemented for your operating model, scale and regulatory environment.

A bank’s customer and product model, a lender’s origination and servicing lifecycle, a wealth manager’s portfolio structures, and an insurer’s policy and claims model each demand a different approach, and what works for a mid-market lender won’t scale to an enterprise institution without the right data architecture, governance and integration. That’s where we focus, so Salesforce reflects how your business actually operates, not a generic interpretation of it.

  • Proven Salesforce configuration patterns aligned to financial services use cases
  • Pre-built accelerators that reduce delivery time and risk
  • Delivery IP from real programs in lending, wealth, insurance and banking

Ide8

Define the right solution upfront

Aligned to your business model and objectives, before a line of config is written.

Cre8

Deliver, governed and integrated

Scalable, compliant delivery connected across your ecosystem and core systems.

Oper8

Keep evolving post go-live

A platform that grows with you and adapts to regulatory change, not one that stagnates.

The Pain Points We Hear Often

We’ve been running Salesforce for years (often 5–10+), and it’s starting to show.

Technical debt is building, changes take longer, and delivering on the future backlog feels harder, not easier.

We’re not confident we’re getting the value we should be.

There’s a sense that more is possible, but no clear visibility on what’s missing or where to focus.

We don’t have a clear view of what Salesforce should actually be doing for our business.

It’s there, it’s being used, but not in a way that’s clearly aligned to our operating model, customer lifecycle, or growth strategy.

We’re unsure what “good” looks like.

There’s no benchmark, no reference point, and no clear definition of what success with Salesforce should be for a business like ours.

The platform isn’t being used the way it was originally intended.

Adoption is inconsistent, customisation has grown over time, and the gap between what was promised and what’s actually being delivered continues to widen, bringing hidden cost and complexity with it.

AI is everywhere in the conversation, but nowhere in a practical roadmap.

Agentforce, Einstein, Data Cloud, there’s a lot of noise, but little clarity on where to start, what’s relevant, and what will genuinely drive value for your business.

How 8Squad Helps

Align Salesforce to your business model

We define what Salesforce should do across client management, advice, servicing and compliance, then configure Financial Services Cloud to support that model, not dictate it.

Eliminate manual work and friction

Where teams act as the "integration layer" between systems, we connect your platforms, often with MuleSoft, so data flows automatically and people focus on higher-value work.

Drive continuous improvement

Going live is the start. Our Centre of Excellence model keeps your platform aligned to changing needs and your roadmap moving, rather than stagnating.

Independent visibility and control

You can't improve what you can't see. Through 8SSure we give you an objective read on your environment, what's working, what's not, and where the risks are.

Apply AI where it actually adds value

We start with your objectives, not the tools, introducing Einstein and Agentforce only where there's clear, practical value.

What We’ve Delivered for Financial Services

Wealth Management

Unified Advice & Portfolio Management

We’ve helped wealth management firms bring together fragmented advice, portfolio, and servicing processes into a single, connected experience. By aligning platforms like GBST WealthConnect with Salesforce, we’ve enabled a consolidated view of clients, portfolios, and relationships, reducing manual effort, improving adviser productivity, and creating a more consistent client experience across the lifecycle.

Lending

End-to-End Origination & Servicing Lifecycle

Across lending businesses, we’ve delivered full lifecycle solutions, from marketing and lead generation through to partner/broker management, application processing, origination, settlement, servicing, loan support, and collections. The focus is on connecting each stage of the journey, removing handoffs, and giving teams a single view of the customer, so decisions are faster, processes are streamlined, and customer experience is consistent.

Connected Platform

Full Salesforce Ecosystem

Underpinning these outcomes is the effective use of the full Salesforce platform. We design and deliver solutions that bring together CRM, contact centre, digital engagement, and integration layers into a single operating environment. This includes Service Cloud and contact centre capabilities (e.g. Service Cloud Voice), Experience Cloud portals for brokers, advisers, and customers, integrated data and marketing platforms, and API-led integrations across core systems. The result is a connected ecosystem where data flows seamlessly, channels are aligned, and every part of the business is working from the same source of truth.

Why 8Squad for Financial Services

A specialist partner for a regulated industry, not a generalist learning on your environment.

We understand regulated financial services. Our team has delivered across banking, lending, wealth management, insurance, and financial advice; onshore, with your data staying in Australia. We build for the compliance context you operate in, not around it.


We’ve done this before, and we can prove it. More than 1,000 Salesforce projects, a 9.8 average client satisfaction score, and a Salesforce Partner Innovation Award. We don’t experiment on your environment.


We’ll tell you the truth. If your Salesforce environment has problems, we’ll say so. If AI isn’t right for your firm yet, we’ll tell you that too. We’d rather have an honest conversation than win a project we can’t deliver.

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FAQ's

Financial Services Cloud (FSC) is Salesforce’s industry-specific platform built for banks, lenders, wealth managers, and insurers. It goes beyond a standard CRM with a data and process model designed around financial relationships, products, and regulatory needs. On its own, though, FSC is only as good as the way it’s implemented for your operating model.

It depends on how you operate. A bank, a lender, a wealth manager, and an insurer each need fundamentally different data structures, lifecycles, and governance. FSC can support all of them, but only when it’s configured for your model rather than a generic interpretation of it. 8Squad helps you work out whether FSC fits and how to implement it if it does.

It depends on scope. A focused rollout can take a few months, while a multi-entity transformation across origination, servicing, and compliance takes longer. We define scope and a realistic timeline upfront in our Ide8 phase, so you get an honest estimate rather than an optimistic one.

Financial services is one of Australia’s most regulated and data-sensitive industries, and the cost of a poor implementation is high. A specialist partner brings proven configuration patterns, accelerators, and delivery IP from real lending, wealth, insurance, and banking programs, so you’re not paying a generalist to learn your industry on your environment.

Yes. 8Squad is a 100% onshore, Australian-owned team. There are no offshore handoffs and your data doesn’t leave the country, which matters for financial services firms operating under Australian regulatory frameworks.

We build for the regulated context from the start, with governed delivery, clear data architecture, and independent visibility of your environment through services like 8SSure. Our team has delivered across wealth management, insurance, lending, and financial advice, so we understand the compliance obligations you’re working within.

Yes. We connect Salesforce with core systems, including platforms like GBST WealthConnect, lending and origination systems, contact centre, and digital channels, using API-led integration and often MuleSoft. The goal is data that flows automatically, so your teams aren’t acting as the integration layer between systems.

Start with business objectives, not the tools. We look for clear opportunities to reduce manual effort, improve decisions, or enhance client experience, then apply capabilities like Einstein and Agentforce where they genuinely add value. In a regulated industry, that means practical, governed AI rather than hype.

Ready to get more from Salesforce?

Whether you're starting fresh, fixing something that isn't working, or looking for a partner to keep things moving, we're worth a conversation.

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