FOR BANKS, INSURERS AND ASSET MANAGERS
The Salesforce Health Check for Financial Services
25 questions. 15 minutes. A clear view of whether your Salesforce is ready for what comes next.
25 questions 15 minutes Instant score
Most financial institutions don’t have a Salesforce problem. They have a Salesforce that grew one division, one country and one project at a time. The result is several orgs, patchy data, manual workarounds and an AI roadmap that’s hard to start.
This checklist is the one our architects use with South Africa’s leading banks and insurers. It’s based on our work with Standard Bank (Sales and Service Cloud across 13 African countries), Discovery Health (a partnership running since 2019 across Health and Insure) and Sygnia. Use it to see where you stand and what to fix first.
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Score yourself, then let’s talk it through.
Book a free 45-minute review with a CloudSmiths Salesforce architect.
About CloudSmiths. CloudSmiths is a Salesforce and Google Cloud partner trusted by leading financial institutions, including Standard Bank, Discovery Health, Sygnia and Prescient. We design, build and run Salesforce, cloud and data platforms.
