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Industries: Financial Services

Finding New Limited Partners in Private Equity with Salesforce

Private equity team meeting to find new limited partners

How to Get from 2,000 Prospects to the 30 Who Actually Fit Your Fund Your firm is raising a new fund. Let’s say it’s targeting AI. You need $1-4 billion. Your historical investors—made up of sovereign wealth funds, the pension funds, and the family offices that have been with you for years—will get you close […]

Behind the Keyboard: Meet Coastal’s nCino Experts

Coastal's nCino Consulting Experts

Our financial services team here at Coastal is filled with lending experts and nCino architects—the ones who experiment with every new feature, dive deep into release documentation, and are recognized for their dedication, knowledge, and community engagement. But who are the faces behind the keyboard? What drives them to engage with nCino and put its […]

The Equipment Finance Growth Blueprint

When your origination systems don’t talk to each other, manual work fills the gaps—capping your funding volume and increasing cost per deal. This blueprint shows how to close it.

You’re Live on nCino. Here’s How to Get Even More From It.

Two businesswomen discussing nCino

There are two stages of success in an nCino implementation. The first is technical success: your platform is stable, your data is migrated, and you are live. It’s the primary milestone that establishes the foundation for your digital transformation. The second stage is operational excellence. It’s the evolution from a foundational system to one fully […]

How a Fortune 500 Bank Unlocked 300% Growth with a Unified Leasing Platform

A Fortune 500 financial institution dedicated to helping businesses grow set out to modernize its equipment finance operations. Within their Equipment Finance Division, the team aimed to build a next-generation loan origination system that could handle everything from tax calculations to digital signatures within a single, unified workflow.

3 Salesforce Data 360 Use Cases for Banks & Credit Unions Ready to Win More Business

Woman benefitting from personalized banking through Salesforce Data 360 Use Cases

You have the data you need to win more business. It’s tucked away in your core banking systems, loan platforms, and website analytics. But the dots don’t always connect. Marketing sometimes sends offers for products customers already have, and relationship managers can miss major deposits. Even your service teams are affected—often forced to jump between […]

Salesforce Product Owners: The Secret to High-Growth Banks & Credit Unions

Salesforce product owners guiding their financial institution

We talk to Salesforce Product Owners every week, and the theme is consistent: You are the heartbeat of the platform in your financial institution.  The week starts with fine-tuning a workflow, moves to the boardroom to discuss the next six months of growth, and ends with showing a team of advisors how a new feature […]

Salesforce Consulting for Real Estate

Coastal delivers Salesforce consulting for real estate organizations that need clarity, control, and scale. By unifying property, tenant, lease, and financial data into a single real-time platform, we help owners, operators, and asset managers move from manual oversight to proactive portfolio intelligence. The result is better visibility across assets, earlier risk detection, and data-driven decisions that support sustainable growth and stronger returns.

Salesforce Wealth Management Consulting

Coastal helps you retool with a unified foundation on Agentforce Financial Services (formerly Financial Services Cloud (FSC) that automates the administrative burdens. By removing the friction from client onboarding, portfolio reporting & client reviews, we empower advisors to focus on the rewards of relationship building.

Salesforce Capital Markets Consulting

We turn your front office into a deal-sourcing powerhouse. By automating data capture and quantifying relationship capital, we save your team hundreds of hours and accelerate deal velocity. Move beyond cold outreach – leverage strategic intelligence to secure warm introductions, boost win rates, and eliminate reliance on costly external third parties.

nCino Strategy Session

You’ve invested heavily in nCino, but workflows, team handoffs, gathering requirements, document generation, and credit memos still take too long. Spend one hour with us to get recommendations that will help speed up your lending process.

nCino Consulting Services

Many lenders already rely on nCino, but gaps in exposure accuracy, data alignment, covenants, portals, and pipeline reporting often keep the platform from delivering its full value.

Coastal’s experts bring more than 350 years of combined experience as lenders, operations leaders, and transformation owners across institutions nationwide. We help financial institutions close the gaps between nCino, FSC, and core systems so the lending process works as intended. Our team refines upstream data capture, stabilizes exposure, synchronizes pipeline data, and modernizes the customer and member experience.

The result is a connected, accurate, and efficient lending journey that leaders can trust and teams can rely on across the institution. As a trusted partner to both Salesforce and nCino, Coastal helps institutions unlock the full value of their lending platform.

Salesforce Insurance Solutions

Expert Financial Services Cloud 5/5 AppExchange Customer Satisfaction Rating 55 Financial Services Experts 350+ Years of Combined Financial Services Experience Insurance Consulting Services Strategy & Roadmaps Strategy & Roadmaps Using our True North Methodology, we define the steps needed to simplify your operations and modernize the insurance experience across underwriting, claims, and distribution. Implementation Implementation […]

Financial Services

Expert Financial Services Cloud 5/5 AppExchange Customer Satisfaction Rating 55 Financial Services Experts 350+ Years of Combined Financial Services Experience Trusted solutions to common Financial Services challenges. Data Modernization Workshop A comprehensive deep dive into your data landscape, leveraging Snowflake, Data Cloud, Agentforce, Einstein Studio, and Tableau to segment portfolios, track cross-LOB opportunities, activate data, […]

How Smart Banks Unleash Treasury Management’s Revenue Potential

Woman working on computer in office

Every morning, your treasury management professionals arrive at work and perform a familiar ritual: They log into system #1 for remote deposit capture limits. Then system #2 for ACH transactions. System #3 for wire transfers. System #4 for positive pay. And on it goes. Then comes the magic—an elaborate Excel spreadsheet that ties it all […]