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Secure & Scalable Financial Services Solutions

Tailored Solutions, Tangible Results.

In the fast-evolving financial services landscape, staying ahead means embracing digital transformation with a customer-centric approach. Coastal helps institutions overcome challenges from legacy systems, data silos, poor user adoption, and more, for unparalleled growth and efficiency.

We leverage the full power of Salesforce for secure, scalable, and high-performing customer experiences. Our holistic approach transcends technology upgrades—it reinvents your customer engagements.

Offering Solutions for the Entire Financial Sector

  • Banking
  • Credit Unions
  • Lending
  • Wealth & Asset Management
  • Capital Markets
  • Insurance
  • Private Equity

Coastal’s Solution Accelerators

Our Approach to Multicloud: Integrate Once, Activate Easily

Unlock the future of deep personalization and AI tools. Today, most organizations have data scattered across multiple systems and platforms, including web and mobile apps, e-commerce sites, health record providers, resource management services, and Salesforce CRM. Salesforce Data Cloud helps you harmonize this data, analyze it in Tableau, and take action across marketing, sales, and service.

Why Coastal for Financial Services

Industry Leaders

Industry Leaders

Leaders come from industry and have decades of expertise working across all Financial Services segments.

Problem Solvers

Problem Solvers

Technology acumen in conjunction with industry expertise leads to world-class innovation in problem-solving and solution design.

5/5 CSAT

5/5 CSAT

Coastal is the #1 rated Salesforce consulting partner with a 5/5 Customer Satisfaction Rating on AppExchange.

Data Experts

Data Experts

Skilled teams that have hands-on experience with complex data projects and security needs.

Coastal has been an outstanding partner in providing expertise for security and governance oversight.

National Credit Union

Our Expertise

Data Cloud
Experience Cloud
Marketing Cloud
Revenue Cloud
Sales Cloud
Service Cloud


Coastal Unveils New Financial Services Practice Under Leadership of Industry Veteran Jonathon “JP” Owens
isg webinar
Webinar: ISG & Coastal Talk Data
Coastal Explains Salesforce Releases: Spring ‘24 Edition