Salesforce for Finance & Fintech
Build trust, grow faster, and deliver seamless financial journeys. Whether you’re supporting SMEs, transforming internal operations, or scaling a fintech product, Performa IT helps you unlock Salesforce to its full potential.
“In finance, precision and trust are everything. We help our clients build both – with scalable tech, smart data, and seamless processes.”
Ben Coleman, CEO, Performa IT
Why Salesforce for Financial Services?
The finance and fintech space moves fast. Whether you’re managing risk, converting leads, onboarding new clients or staying compliant — Salesforce lets you do it all from one connected platform.
Use it to:
- Track leads, clients and funding pipelines in real time
- Automate KYC, onboarding and renewal workflows
- Deliver personalised service and real-time support
- Stay compliant with audit-ready records and flows
- Connect customer support, sales and operations
- Gain real-time visibility on pipeline, ROI and client health
What we can help you do
Strengthen Customer Trust
Deliver secure, compliant and transparent interactions across every touchpoint — from inquiry to onboarding and ongoing support.
Automate Processes
Reduce manual admin and streamline operations like loan applications, renewals, support tickets and compliance reviews.
Grow Smarter
Get full visibility into client journeys, sales pipelines and performance metrics with real-time dashboards and reporting.
Embrace AI & Automation
Use Salesforce AI to identify opportunities, score leads, summarise interactions, and prioritise follow-ups across your team.
Connect Your Stack
Integrate with banking tools, payment processors, credit check systems, and custom portals — securely and efficiently.
Trusted by global organisations
Case studies in Finance & Fintech
Frequently asked questions
Can Salesforce handle complex finance workflows?
Yes – we configure tailored flows for applications, underwriting, renewals, approvals, and customer communications.
Is Salesforce compliant with financial regulations?
Absolutely. We help you build audit-ready flows, permission sets, field history tracking and security frameworks.
Can Salesforce support a small finance team?
Definitely. We support companies from small teams to enterprise fintechs, scaling processes at your pace.
Does it integrate with our existing systems?
Yes – from credit checks to ERP systems, payment gateways to marketing platforms, we connect it all.
Can we track deals, revenue and ROI in real time?
You can track anything — we build custom dashboards for pipeline, forecasting, deal health, ROI and more.
What’s the benefit over spreadsheets or legacy CRMs?
Salesforce centralises everything — your leads, clients, documents and workflows — boosting visibility, speed and scalability.
Is data secure on Salesforce?
Very. Salesforce is trusted by the world’s largest financial institutions and offers enterprise-grade security and encryption.
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
