Industry Expertise: Financial Services

CloudKettle professionals support Financial Services providers across the Banking, Wealth & Asset Management, Capital Markets, Insurance, and FinTech sectors, with Salesforce optimization and Revenue Operations expertise.

With our deep understanding of financial regulations and compliance requirements, we’re well-suited to help your organization leverage the Salesforce ecosystem while working within the complex regulatory and security frameworks that are a key part of your industry.

At CloudKettle we focus on the needs of your organization and create solutions that drive trust and encourage customers to connect with you on a new level.


With a roster of clients that include some of the largest financial services providers in North America, the CloudKettle team is experienced with handling the complex needs and security requirements in the banking industry. As a Platinum Salesforce Partner, integrating solutions like Financial Services Cloud legacy enterprise and proprietary platforms within banks is how we help institutions create customers for life.

Wealth & Asset Management

Our understanding of the intricacies of Wealth & Asset Management and the complex relationships that take years to build make CloudKettle uniquely qualified to assist in using Salesforce’s powerful tools. We can help you to provide personalized outreach to clients at the exact right moment, and notify your team on new insights the minute they are available.

Financial Services Industry


Insurance companies of all sizes are making the transition to more robust CRM solutions like Salesforce. That often includes migrations from proprietary legacy solutions, merging technologies from acquisitions, all while reducing outages and keeping your customer data secure. CloudKettle has extensive experience with CRM migrations, mergers and implementations, as well as a fundamental understanding of the industry and its unique business requirements.


CloudKettle caters to large financial institutions, but we also hold significant expertise in building out the Revenue Operations infrastructure that helps SaaS companies in Fintech scale. From Series C to post-IPO, we’re here to help.

Our Commitment to Security

CloudKettle is fully SOC 2 Type II Audited and compliant. This means that we maintain the highest level of information security to ensure sensitive information is handled safely and responsibly.

For organizations in the Financial Services industry this is a key consideration. Our SOC 2 Type II compliance ensures that we are managing data correctly in the five Trust Services Categories: security, availability, processing integrity, confidentiality, and privacy.

Get the Most out of CloudKettle

How does an engagement with CloudKettle typically begin?

The quick answer: with an Audit.

Learn more about CloudKettle’s Audit services and the benefits your organization can gain from them.

Our other Services include:

  • Salesforce Ecosystem Maturity Roadmaps
  • Security Audits
  • Financial Services Cloud
  • Sales & Service Clouds
  • Marketing Cloud and Pardot
  • Business Intelligence

Want to speak to a consultant about your needs?

Reach us at 1-800-878-4756 ext. 202, or fill out the form.

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Olena Dingeldein of Freshbooks

"CloudKettle is deeply knowledgeable about integrations, data management, security/privacy, consent management, and aligning business strategies and goals. The assessment they delivered was thorough, well-structured, and clear – with recommendations, pain points, successes, and a clear path forward."

Olena Dingeldein, Senior Manager, Marketing Operations


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