Employees Worldwide

Successful Implementations

Salesforce Certifications

CSAT Rating

Banking financial services salesforce partner solution junkies

Financial services salesforce partner solution junkies man in front of screen

Finance salesforce partner solution junkies trader

Private equity finance salesforce partner solution junkies

Custom development solution junkies salesforce partner

Industry Solutions

Banking

Traditional banking uses disconnected legacy systems. When we implement Financial Services Cloud, you'll have seamless digital engagement for customers and employees. With your employees being able to provide seamless multi-channel experiences, you can focus on customer needs and financial wellness with Salesforce.

Industry Solutions

Insurance

We empower your brokers and agents with the data they need to build loyalty. In understanding client interests, we ensure that they can build long-lasting relationships. Salesforce helps you to create omnichannel experiences, increase agility, and automate processes. With our solutions, you can quote and issue insurance policies, undertake service requests, and manage claims.

Industry Solutions

Wealth and Asset Management

We implement Financial Services Cloud, which lets your advisors understand each client, meet them where they are, and exceed their needs. With our Salesforce solutions on your side, you can deliver memorable, personalised experiences, proactive advice, and goal-based planning to defend and grow client wealth.

Industry Solutions

Private Equity and Venture Capital

We help you to fruitfully grow client relationships, automate tasks, and collaborate with stakeholders in real-time. With analytics and insights available at any time, anywhere, on your phone, you have the data you need to manage LPs and investments.

Industry Solutions

Fintech

We implement a tailored Financial Services Cloud solution so that you can scale flexibly, sustainably and resiliently with enhanced and personalised customer experiences across your activity lifecycle and support where you need it.

Finance salesforce partner phone solution junkies

Financial salesforce partner client happy

Solution junkies salesforce discovery salesforce strategy Man laughing

Our Difference

Digital Evolution

The traditional financial approach is giving way to online interactions and on-demand, face-to-face service. We'll help you anticipate changing client expectations with smart, adaptable, and expandable digital-focused solutions.

Our Difference

Unified Pathways

Online interactions that offer understanding, answers, and guidance - not marketing or hard sell - will determine client loyalty. We’ll help you use data and AI technology to provide a considerate, people-focused client experience.

Our Difference

Client Loyalty

Customers can easily change financial providers. We’ll help you create a competitive edge through outstanding client care and tailored interaction.

Our Difference

Platform Harmony

Data silos are common in most businesses. We enable smooth connections across your essential platforms to improve efficiency and user-friendliness for your teams and clients, while ensuring your business can grow in the future.

Financial Services with
Salesforce CRM

Agentforce

Agentforce revolutionises customer service and business operations by using fully autonomous AI agents to handle your customer inquiries and sales recommendations.

Financial Services Cloud

Financial Services Cloud empowers you to build deeper client relationships and drive growth by unifying client data, automating key processes, and delivering personalised experiences.

Marketing Cloud

Marketing Cloud is your all-in-one platform for creating and managing multi channel marketing campaigns. It automates customer journeys and leverages data from within the Salesforce...

Sales Cloud

Sales Cloud is your sales team’s essential tool. It helps manage customer relationships, track sales, automate tasks, and generate valuable insights through analytics and reporting.

Data Cloud

Data Cloud is your AI powered solution for data management and analytics. It puts your data to work and allows you to integrate, manage, and analyse data from various sources, connecting...

Service Cloud

Service Cloud is the go to platform for delivering exceptional customer support. It enables you to provide a more personalised service, efficiently manage cases...

Einstein

Einstein is Salesforce's AI platform that infuses intelligence across your Salesforce applications to automate tasks, predict outcomes, and provide personalised insights.

Field Service

Field Service is your solution for managing operations onsite with customers. It optimises field service activities and provides real-time support for workers in the field while feeding back to the...

Custom Development

Create bespoke solutions that meet your specific needs with our Salesforce development services.

Integrations

Connect your Salesforce platform to other systems for a seamless workflow with continuous delivery.

Why Us?

Building Trust, Delivering Growth

We understand that your success depends on building strong client relationships and delivering exceptional experiences. That's why we combine deep Salesforce expertise with a client-centric approach, crafting solutions that empower your team, streamline operations, and drive sustainable growth. We help you leverage the power of data to personalise interactions, anticipate client needs, and build lasting trust, ultimately transforming your business and fostering long-term success.

Kick Off Your Project

Testimonial

"We achieved the agreed goals and some additional valuable outcomes that came apparent during the project. A knowledgeable and well motivated team."

Charity

Of project profits go to charity.

Customer story

Streamlining operations with Salesforce for Zoopla

Testimonial

"I would highly recommend Solution Junkies as partner for any project as it was truly a partnership and a very successful one at that."

Reads We Think
You’ll Like

To the Blog

Selecting Top Rated Managed Services for Salesforce in 2025

Managing your Salesforce instance well can be a complex and time-consuming task. By outsourcing to a managed services provider, you can offload the burden of updates, maintenance, and user support, allowing you to focus on your core business.

Managed services solution junkies salesforce partner

What Does a Salesforce Consultant Do and How Do You Select a UK Salesforce Partner?

Unsure if you need a Salesforce consultant? Salesforce consultants are experts who tailor Salesforce to your specific business needs, increasing efficiency and productivity. To ensure their success, partner with a Salesforce consultancy that provides a proven framework of delivery and reliable support.