Salesforce.com: bringing the financial industry
into the cloud

The Financial Services industry is reinventing itself into a more cost effective, efficient, and agile industry. When leading firms including Prudential Financial, SunTrust, and Aon looked to streamline their business processes and improve productivity, they didn’t turn to a costly on-premise solution, they turned to the cloud with salesforce.com. Thousands of global financial services customers, from the smallest teams to the largest firms, put their trust in the Salesforce customer relationship management (CRM) solutions and the Force.com platform.

Find success with Salesforce

Institutions in wealth management, insurance, capital markets, banking, and other business segments are changing. They’re trading away the old risks of managing clunky on-premise hardware and software for the salesforce.com cloud-based model, which incorporates:

  • Award winning integrated applications for sales, service and collaboration
  • A scalable, multi-tenant service that provides constant innovation and automatic upgrades
  • Force.com—a platform for custom applications and simplified integration of client information, market data, and transactional activity
  • The most trusted partner for availability, performance, and security


Firms everywhere are taking a fresh look at how their businesses should be run. Salesforce.com enables them to be more cost efficient by providing access to centralized information, while adding the needed flexibility and agility through real-time views across their businesses to react and win in this new economic environment.

There is no other solution on the market that offers the speed and flexibility an organization of our scope and size requires. Aon Corporation.