Powering transformation across Financial Services.

Banking

We partner with banks to modernize core systems, transform customer experiences, and drive stronger client engagement with Salesforce Financial Services Cloud and nCino.

Single view of the customer across all products

Streamlined loan origination, approvals, and collections

Deposit account growth

Personalized digital banking experiences

Automated compliance and regulatory reporting

Attrition and retention analytics

Enhanced fraud detection and security

Integration with core and legacy systems

Optimized nCino and FSC for lending, treasury, and scalable growth

Credit Unions

We help credit unions modernize service delivery, deepen member relationships, and deliver more personalized financial guidance with Salesforce Financial Services Cloud, nCino, and targeted automation.

360-degree view of member relationships

Simplified new member onboarding

Deposit account growth

Personalized communication and tailored financial advice

Automated marketing for targeted offers

Efficient loan application, approval, and collections processes

Self-service options to enhance member support

Data insights for share of wallet, cross-sell, and retention analytics

Improved digital channel experience and treasury management capabilities

Lending

We enable lenders to streamline loan processes, deliver seamless borrower experiences, and make faster, data-driven credit decisions with Salesforce.

Accelerated loan application through funding cycles

Improved lead management and pipeline visibility

Automated underwriting, credit checks, and decisioning

Personalized borrower communication

Reduced manual errors and operational costs

Enhanced compliance and risk management

Data-driven insights for loan portfolio optimization

Seamless integration with third-party data sources

Insurance

We help insurers transform policyholder engagement, streamline claims, and enable smarter underwriting and sales with Salesforce solutions.

Unified view of policyholders and agents

Simplified policy quoting and application

Accelerated claims processing and payouts

Personalized policyholder communications

Automated lead generation for agents

Improved agent productivity and onboarding

Data-driven risk assessment and underwriting

Enhanced digital self-service for policyholders

FinTech

We help fintech companies accelerate innovation, scale securely, and optimize profitability with Salesforce solutions tailored for agility and compliance.

Rapid prototype development and market testing

Scalable infrastructure to support growth

Secure data management and regulatory compliance

Seamless API integrations with partners

Enhanced customer journey mapping

Automated customer support and onboarding

Real-time analytics for product iteration and profitability adjustments

Advanced fraud prevention and security measures

Wealth Management

We help wealth managers scale personalized advice, automate client onboarding, and unify fragmented portfolio data into a single pane of glass with Salesforce Financial Services Cloud and integrated AI.

360-degree view of household wealth and multi-generational relationships

Automated client onboarding and streamlined KYC/AML workflows

Personalized financial planning at scale with AI-driven insights

Proactive alerts for life events and portfolio rebalancing needs

Secure client portals for real-time document sharing and collaboration

Reduced administrative burden through automated meeting prep and tasking

Enhanced compliance tracking and transparent audit trails

Capital Markets

We empower firms to accelerate deal flow, strengthen institutional relationships, and automate complex compliance requirements with Salesforce and real-time data intelligence.

Centralized relationship management for deep institutional insights

Streamlined deal management from origination to closing

Automated compliance workflows and conflict-of-interest checking

Real-time visibility into global pipeline and team activity

Mobile-first access to key client data for bankers on the move

Automated reporting for investor relations and regulatory bodies

Seamless integration with market data providers and research tools

Real Estate

We eliminate operational blind spots by centralizing property data, automating document workflows, and shifting facilities teams from reactive repairs to predictive NOI protection.

Centralized hub for real-time rent roll and occupancy insights

AI-powered data extraction to eliminate manual spreadsheet errors

Automated document capture and proactive covenant notifications

Branded stakeholder portals for seamless document and data exchange

Integrated maintenance workflows to reduce emergency service costs

Predictive analytics to forecast equipment failure and protect NOI

Full visibility into energy expenditure and portfolio-wide operational risk

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, and empower teams with insights.

Unlock nCino & FSC ROI

Maximize your investment in nCino and Financial Services Cloud with a process assessment focused on adoption, platform health, process alignment, and performance tracking to improve visibility, scalability, and overall ROI.

LEARN MORE

Retain & Grow High Value Customers

Segment customers by value and potential, track cross-LOB opportunities, and empower bankers with actionable insights that drive profitable growth.

Customers for Life

Go beyond capturing feedback—unify customer signals in Salesforce Data Cloud, activate insights in Financial Services Cloud and Marketing Cloud, and deliver personalized engagement that builds loyalty and long-term relationships.

Activate Sales Performance

Unlock portfolio growth by identifying whitespace, enabling cross-sell plays, improving sales productivity, and driving collaboration between sales and service teams using Salesforce analytics and shared client 360 data.

Revenue Management

Manage customer rates at multiple levels, automate quote approvals, maintain pricing consistency, and monitor profitability with Tableau and Data Cloud for alerts and proactive repricing opportunities.

Smarter Service

Enhance service delivery with Salesforce bots, agent assist, and AI-powered case resolution to reduce time-to-resolution, improve CSAT, and scale support efficiently while maintaining security and compliance.

Treasury Management

Modernize treasury systems with Salesforce Financial Services Cloud to unify customer interactions, streamline workflows, improve visibility, and uncover untapped cross-sell and upsell opportunities.

I just can’t have the same banking conversations with other partners like I have with Coastal - it’s not even close.

Actual Quote From a $9B Bank

Demo

Tableau Next for
Financial Services

Experience Tableau Next through the eyes of a Financial Services Managing Director—interacting with dashboards and conversing with Concierge, powered by Agentforce, to identify popular products, uncover untapped revenue, and reveal whitespace.

Dreamforce Decoded

Fueling Financial Futures:
A Banking & Credit Union Executive Conversation

Client expectations are rising, advisors are burning out, and AI is rewriting the rules. See how banks and credit unions are rethinking service, growth, and engagement.

Meet our Financial Services experts.

JP Owens

Chief Growth Officer

Priscilla Ellis

Senior Director, Financial Services

Elliott Spence

Sr. Director, Financial Services

Tony Stegeman

Director, Financial Services

Gina Rotenberg

Director, Financial Services

Jenn Sansone

Associate Director, nCino Champion

Financial Services Cloud frequently asked questions.

See FAQ

Why should we choose a Salesforce Financial Services Cloud implementation partner?

Working with a certified partner like Coastal ensures your implementation is tailored to your institution’s needs. Our experts bring decades of industry and Salesforce experience, helping you avoid costly misconfigurations and accelerate time to value.

What types of financial institutions does Coastal support?

We work with organizations across the financial sector, including retail and commercial banks, credit unions, wealth and asset management firms, insurance providers, private equity firms, and capital market leaders.

What are the key benefits of Financial Services Cloud?

The platform offers a 360° view of customers, streamlined onboarding, compliant client data management, automated workflows, AI-powered insights, and tools for improving advisor productivity and customer satisfaction.

Can Financial Services Cloud integrate with our existing banking or insurance systems?

Yes. We leverage tools like MuleSoft and APIs to connect Salesforce with your core banking platforms, policy administration systems, ERPs, and other critical software—creating a unified digital ecosystem.

How long does a typical implementation take?

Project timelines depend on complexity, but most implementations take 8–16 weeks. We offer phased deployments and quick-start packages to meet immediate needs while planning long-term scalability.

Is Salesforce Financial Services Cloud secure and compliant?

Yes. Salesforce meets stringent security and compliance standards, including encryption, role-based access, and support for regulations like GDPR and FINRA. Coastal further ensures your configuration aligns with your institution’s compliance requirements.

What kind of support does Coastal provide after implementation?

We offer user training, admin enablement, documentation, and ongoing managed services. Whether you need strategic guidance or hands-on technical support, we’re your long-term Salesforce partner.

Can Financial Services Cloud help with digital transformation initiatives?

Absolutely. Beyond CRM functionality, we help financial institutions modernize client onboarding, digitize manual processes, launch customer portals, and leverage analytics to improve decision-making.

Salesforce Financial Services Cloud Implementation Partner

Financial Services Modernization

Banking

Expert

5/5

55

350+

Trusted solutions to common Financial Services challenges.

Data Modernization Workshop

Unlock nCino & FSC ROI

Retain & Grow High Value Customers

Customers for Life

Activate Sales Performance

Revenue Management

Smarter Service

Treasury Management

I just can’t have the same banking conversations with other partners like I have with Coastal - it’s not even close.

Demo

Tableau Next for Financial Services

Dreamforce Decoded

Fueling Financial Futures: A Banking & Credit Union Executive Conversation

Client expectations are rising, advisors are burning out, and AI is rewriting the rules. See how banks and credit unions are rethinking service, growth, and engagement.

Meet our Financial Services experts.

JP Owens

Chief Growth Officer

Priscilla Ellis

Senior Director, Financial Services

Elliott Spence

Sr. Director, Financial Services

Tony Stegeman

Director, Financial Services

Gina Rotenberg

Director, Financial Services

Jenn Sansone

Associate Director, nCino Champion

Financial Services Cloud frequently asked questions.

See FAQ

Why should we choose a Salesforce Financial Services Cloud implementation partner?

What types of financial institutions does Coastal support?

What are the key benefits of Financial Services Cloud?

Can Financial Services Cloud integrate with our existing banking or insurance systems?

How long does a typical implementation take?

Is Salesforce Financial Services Cloud secure and compliant?

What kind of support does Coastal provide after implementation?

Can Financial Services Cloud help with digital transformation initiatives?

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Tableau Next for
Financial Services

Fueling Financial Futures:
A Banking & Credit Union Executive Conversation