Financial Services

Tear down the walls within your organization, enhance data visibility, and deliver more for your customers with Salesforce.
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Financial Services institutions compete on client experience.

But often, organizations rely on outdated procedures that generate silos and result in disjointed and unpleasant customer journeys. We can help create Financial Services experiences that put customers at the heart of everything you do.

Areas of expertise

Banking & Lending

Gerent implements Salesforce to give our clients a 360° view of their customers, anticipate customer and member needs, and surface applicable products and services at the right time.

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Commercial Banking

  • Digital Account Opening & Onboarding
  • Treasury & Cash Management
  • Digitization of Annual Reviews & Client Planning
  • Lending & Loan Origination
  • Sales Forecasting & Profitability Measurement
  • Segmentation & Coverage Management

Retail Banking

  • Branch Management
  • Contact Center Servicing
  • Data Analytics & Integrations
  • Marketing Preference Management
  • Centralized Activity Tracking
  • Coaching & Performance Management

Mortages & Lending

  • Mortgage Pre-Approval Processing
  • Digital 1003/URLA Data Collection
  • Automated Credit Risk Analysis
  • Integration with Loan & Mortgage Origination Systems
  • Collateral & Document Management Integration
  • Obligor, Guarantor, and Co-Signer Management


Capital Markets

Developing cutting-edge solutions isn’t a privilege reserved for large, resource-rich firms. Connect with an innovation partner who matches your ingenuity and delivery excellence track record.

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  • Trade Entry & Management
  • Call Reports & MNPI Tracking
  • Regulatory & Compliance Reporting
  • Liquidity & Risk Management
  • Legal & Credit Hierarchy Tracking
  • Pipeline Forecasting & Profitability Measurement
  • Investor & Fund Tracking

Wealth & Asset Management

Use your data to make more strategic and lucrative decisions for your clients. Wealth managers can leverage Salesforce’s analytics toolset to predict market trends, map future models, and proactively anticipate their clients’ needs.

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  • Wealth Management
  • Aggregated Client Householding
  • Digital Appointment Scheduling
  • Guided Onboarding and Account Opening
  • Financial Customer 360
  • Capture Risk and Investment Preferences
  • Track Life Events and Goals

Why Gerent for Financial Services?








Salesforce Industries Certifications



We can empower your organization to
achieve its ideal future state with Salesforce

Experts should always lead the way

Our industry-leading, cloud-accredited professionals understand the Financial Services Cloud platform inside and out.

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Transformation doesn’t work in a vacuum

Our team will implement solutions that coexist with every industry-adjacent system — from core banking foundations to marketing platforms, integration tool sets, and line-of-business-specific frameworks.

Veteran perspectives are a necessity

Industry veterans built Gerent’s Financial Service practice. Our solution leaders have been in your position, experienced your pain points, and know how to drive positive change.

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Implementations should be well-crafted

Good craftsmanship is foundational to transformation success; we deliver the right solution on time and according to budget.

Partnership is paramount

As your innovation partner, we prioritize transparency and value ethical, communicative collaboration. 

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How we can help

Meet Catarina R.

Chief Banking Officer
at a large retail institution

“These days, members expect more out of their financial services experience than they ever have before. I worry that we aren’t doing enough to nurture relationships and ensure that our account holders don’t leave us for one of our competitors.”

How can technology help?

  • Implement Salesforce to achieve a 360° view of customers’ needs, wants, and outreach history
  • Facilitate better and more efficient case management with complaint and dispute resolution features
  • Maintain customer engagement through onboarding outreach programs, regular financial health assessments, and automated journey mapping
Catarina R

Meet Enzo B.

Chief Banking Officer at a commercial bank

“I feel like we’ve hit a wall. We’re struggling to grow our existing relationships and expand our non-interest income stream. We’re not even sure if our customer experience is keeping pace with the industry standard! We’re stagnating, and you know what they say about organization’s that aren’t always ahead — they fall behind.”

How can technology help?

  • Kickstart growth initiatives via whitespace identification tools
  • Elevate opportunity pipeline management
  • Implement centers of influence tracking
  • Improve management of complex relationship groups

Meet Haowei Y.

Executive Vice President at a midsize wealth management firm

“Competition has gotten intense over the last several years. Fintechs have dominated consumer conversations; retention has become a real area of anxiety. We need to find, cultivate, and grow our client relationships. Sure, relationship growth has always been a priority — but now, it’s a matter of survival.”

How can technology help?

  • Achieve a 360° view of a consumer’s needs, priorities, and communication history
  • Improve opportunity pipeline management
  • Elevate customer experience via better case and referral management
  • Engage consumers through periodic financial health assessments and next-best-action analytics

Managed Services

Let Gerent maintain, optimize, and evolve your solutions.

The path to a remarkable customer experience is ongoing. Once your solutions are set, there are also maintenance requirements, updates, and expansions down the road. Fortunately, Gerent makes administration and management simple with cost-effective, scalable solutions. See how our team tackles hefty administrative requirements, maintaining your infrastructure, adding new features and capabilities, and accelerating your business for success now and in the future.

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At Gerent we don’t have clients — we have partners. We truly believe that every partner deserves the best solution on-time and on-budget. Ultimately, our goal is to deliver excellence in every engagement.”
— Pamela Hannett, Senior VP of Financial Services, Gerent

Pamela Hannett

Senior VP Highly Regulated Industries, Gerent

Pamela is a financial services veteran with over 25 years of experience and over a decade of Salesforce ecosystem leadership. Her expertise includes commercial and retail banking, wealth management, and mortgage lending, and she has onboarded 100+ institutions to Salesforce. She is well-versed in Salesforce technology, having previously served as Salesforce’s Senior Director of Product Management for the Financial Services Cloud. She is a certified Financial Services Cloud Accredited Professional and Trailhead Ranger.

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Our Point of View

Consumers are more stressed than ever before, and it's easy to see why. Inflation is rising, interest rates are skyrocketing, and market uncertainty has become a daily reality. Customers and members are understandably anxious about their finances — and when worst-case scenarios happen, they need well-informed, compassionate support from their financial services providers.

This white paper will explain how the banking industry can use Salesforce’s real-time CRM capabilities to operationalize customer data and deliver well-informed, empathetic service during the moments that matter most.

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Episode 34: The Ripple Effect: How Data Architecture Decisions Permeate Across Your Organization

No decision within a financial institution happens in a vacuum. Even the smallest change can potentially ripple out and impact other arms of the organization, for good or for ill. This is doubly true for your average banking institution, where dozens, or even upwards of a hundred disparate systems and data models are used daily to manage data. All it takes is one disruption in the complex spider-web of systems to cause major pain points, compromised data, and potential disaster. This makes careful planning especially crucial during Salesforce implementation: team leaders need to be aware of the ways in which changing one system may impact the broader institution as a whole.

July 27, 2023

Upcoming Events

We are always hosting events for financial services organizations, whether an industry conference, a Salesforce conference, or other customer gatherings.

Check out where we’re
going to be next!

View Events

Latest Insights

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