Financial Services Practice

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But often, organizations rely on outdated procedures that generate silos and result in disjointed and unpleasant customer journeys.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?

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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Our Experts

Alex Bryce

Financial Services Leader

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Brad Killam

Brad Killam

Delivery & Customer Success Leader, Highly Regulated Industries

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Anne Clisham

Product Management Leader, Financial Services

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Charlie Ballard

Principal Architect, Financial Services

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Our Point of View

While the majority of financial services institutions are attempting to provide digital-first experiences for their customers, the legacy technology they rely on has its limits. This is especially apparent in the onboarding process, a critical stage in the customer journey that significantly influences enrollment decisions.

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Episode 3: When Business Culture Blocks Change: How Leaders Can Make Digitalization Happen

One of the biggest challenges team leaders face when advocating for digital transformation isn’t the technology itself, or even regulatory issues — it’s making digitalization seem like a viable option. This is especially true in Financial Services, where regulation, legacy hardware, and interwoven processes create cultures that are resistant, or even outright hostile, to change.

On this episode of Transformation @ Work, we discuss what happens when business culture blocks digital transformation and how team leaders can address concerns, overcome resistance, and move the needle on their innovation efforts.

April 14, 2022

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

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