Financial Services
From Salesforce implementation to AI voice agents handling calls in production, we help financial services organizations modernize their operations, without compromising compliance.
Talk to Our Experts
$200B–$340B
Annual Value GenAI Could Add to Banking
70%
Banks Are Accelerating Cloud Modernization
91%
Financial Firms Are Investing in AI Initiatives
Up to 45%
Faster Customer Operations with AI Assistance
24/7
Digital Servicing Is Becoming the New Standard
Infoglen: We Understand Financial Services
At Infoglen, we engineer secure, compliant and scalable Salesforce platforms built around the exact regulatory frameworks and operational realities of modern banking, wealth management and insurance.
From strict information barriers and FINRA/SEC audit trails to connecting legacy core platforms like FIS, Fiserv, Temenos and Jack Henry with production AI voice agents, we bring the domain depth required to transform your operations without exposing your firm to regulatory or data risk.
Built for a Regulated Industry
Compliance isn’t an afterthought in our Salesforce and AI projects for the finance industry, we treat it as a part of the core architecture.
Data sharing that mirrors your business. Need-to-know access between lines of business, configured natively.
Consent and disclosure tracking. Built into every client interaction from day one.
Audit trails by default. Interaction summaries, access logs and change history your compliance team can hand to an examiner without a scramble.
Framework alignment. GDPR, CCPA, SOX, GLBA, FINRA and SEC recordkeeping expectations mapped during discovery, before they surface in an audit.
We Work Across the Financial Sector
One regulatory-grade delivery standard, applied to every corner of the industry.
Wealth & Asset Management
Insurance
Lending & Fintech
Capital Markets
Credit & Verification Services
Tax & Financial Advisory
In Focus: Pioneering Voice AI for Financial Services
We deliver enterprise Voice AI on Salesforce in six weeks from scope to production. With 12+ languages supported across inbound and outbound calls, our deployment model is already battle-tested across two live financial services environments.
The Challenge:
Advisors were spending prime hours on initial investor intake and qualification, and inbound inquiries outside business hours went cold before anyone followed up.
The Solution:
Built an autonomous voice agent that conducts investor intake, verifies investment criteria, answers fund and service inquiries, books advisor meetings via Salesforce Scheduler and logs structured call transcripts to the account record.
The Impact:
- 80% of call volume fully automated
- 75% drop in advisor time spent on routine calls
- 60% reduction in call completion time
- $100K+ in annual advisor capacity reclaimed
The Challenge:
A multi-location retail insurance agency operating across twelve states needed to serve English and Spanish-speaking callers 24/7, without menu trees, and to reach inbound web leads before competitors did.
The Solution:
Deployed three production voice agents built on Amazon Connect, all natively integrated with Salesforce. A multilingual inbound agent identifies caller intent and routes without a menu tree. An authenticated policy servicing agent handles read-only policy lookup and renewal inquiries against live Salesforce records. And an event-driven outbound agent calls web enquiries, captures qualification data and dispatches automated SMS follow-up.
The Impact:
- 24/7 multilingual coverage across all locations with no menu tree
- 100% of inbound calls answered
- Zero after-hours lead loss
- Auto follow-up on every web lead
Real-World Proof: Financial Sector Case Studies
Selected case studies of how we've helped financial organizations modernize their Salesforce platforms and operations.
Consumer Credit & Verification Services Leader
The Challenge: A cost-intensive legacy system with duplicate data, a dated UI and manual case assignment slowed the entire operation.
Our Solution: Migrated the business to Salesforce across Sales, Service, Experience and Marketing Cloud, with skill-based case routing, digital PII consent forms and a public scheduling portal.
The Impact
• 2x faster case resolution
• 1,000+ active customers onboarded to a new collaboration portal
• Faster deal closure and cleaner reporting via deduplicated records
Global Wealth Management & Capital Markets Firm
The Challenge: Salesforce retired the Marketing Cloud Microsite feature, affecting critical subscription and preference tracking workflows.
Our Solution: Rebuilt a native subscription center to strict brand guidelines and re-engineered the background automation in Apex.
The Impact
• Zero business interruption or compliance risk during platform deprecation
• Seamless preference management mitigating legal communication risks
U.S. Tax Resolution & Legal Advisory Firm
The Challenge: No integration between Azure Blob Storage and Salesforce meant document delays during client calls, plus manual user syncing overhead.
Our Solution: Built a file manager inside Salesforce that connects directly to Azure, so staff reach documents without leaving the platform. Automated the user sync between Azure and Salesforce.
The Impact
• 100% reduction in third-party file middleware costs
• 50% faster file operations across 200+ users
• 30 staff hours saved per tax cycle
Enterprise Health Insurance Provider
The Challenge: Member and claims data was stored across several separate systems. Care managers could not see a complete view of a member in one place, and tasks were assigned manually rather than based on real member data.
Our Solution:
Implemented a unified member record on Salesforce, with:
• Pharmacy claims integration for medication history in one view
• Automated task assignment across care teams
• Care plans aligned to MCG evidence-based clinical guidelines
• Offline-capable mobile app for field staff
The Impact
• 500+ employee hours saved every quarter
• Care teams work together more smoothly, with work assigned from real data instead of manual sorting
• Decisions now backed by clear reporting and analytics
Implementation Services for the
Financial Sector
All our implementation services are backed by work we've already delivered for financial clients.
Financial Services Cloud
Accelerated deployment of FSC features, including Householding, Actionable Relationship Center (ARC), Financial Goals tracking, and relationship mapping, tailored to modern wealth, banking, and insurance compliance needs.
Sales Cloud
Pipeline and relationship management for lending, wealth and advisory teams. Deduplicated client records, automated lead assignment and accurate forecasting so deals close faster and reporting holds up.
Service Cloud
Client service built for financial operations: skill-based case routing, omnichannel support and full interaction history, so a claims inquiry or account issue reaches the right specialist with full context.
Marketing Cloud
Compliant client communications at scale. Subscription centers, preference and consent management and personalized journeys that keep you on the right side of communication regulations.
Experience Cloud
Secure portals for clients, borrowers and policyholders: self-service scheduling, document exchange and case collaboration, with consent capture built into every interaction.
Health Cloud
Purpose-built for health insurers: member profiles, claims visibility, care plans and task management in one workspace, online or offline.
Agentforce & Voice AI
Autonomous AI agents led by voice agents proven in financial services production environments, deployed inside your compliance guardrails to handle calls, leads, meetings and retention signals.
Azure & Systems Integration
Salesforce connected to what you already run: Azure storage and Active Directory, document systems and platforms of record, synced in real time without expensive middleware.
AI Agents, Built for Finance
Voice is the front door. Behind it, Infoglen's pre-built Agentforce agents cover every stage of the financial relationship and each one runs inside your compliance guardrails.
Acquire
Inbound Lead Agent & Pipeline Intelligence Agent
Capture and qualify interest before it goes cold. Our inbound lead agent, qualifies mortgage inquiries, insurance quote requests and wealth prospects 24/7 and books meetings directly onto advisors’ calendars. Pipeline Intelligence scores what to act on first.
No lead waits in a queue. Each one goes to the right advisor, with consent and disclosures already captured. Advisors walk into the meeting knowing what the client asked for and why they got in touch.
Onboard
Data Agent & Meeting Intelligence Agent
Start every relationship with clean data and zero dropped follow-ups. The Data Agent cleans, enriches and consolidates client records. Our Meeting Intelligence Agent, reads call transcripts, extracts agreed commitments like portfolio adjustments or tax document follow-ups and auto-creates assigned Salesforce Tasks.
Duplicate records merge into one view of the household, so advisors see banking, wealth and insurance together instead of one product at a time. Every commitment is linked back to the call it came from, so nothing depends on memory.
Serve
Service Agent & Email Intelligence Agent
Automate the routine and catch every signal. The Service Agent handles routine policyholder and client inquiries and escalates with full context. Email Intelligence monitors every message for sentiment shifts and missed follow-ups.
Balance checks, policy documents and claim updates are handled on the spot. When a case does need a person, it arrives with the client’s history and a clear reason it was passed on.
Retain
Sentiment Analysis Score & Attrition Risk Prediction
Know where every relationship stands and act in time. Sentiment Analysis Score gives every client a live health reading, and Attrition Risk Prediction analyzes 220+ signals in Data Cloud to flag accounts and policyholders at risk 60 to 90 days before renewal.
Each flagged account comes with the reasons behind the score in plain language and one suggested next step. Say yes and it becomes a Salesforce Task with an owner and a due date. Say no and the model learns from that too.
Grow
Account intelligence Agent
Find the next opportunity in every account. Account Intelligence surfaces white space and the next product to recommend across banking, wealth and insurance lines of business.
Because it looks at the whole household, it spots gaps one product team would miss, like a mortgage client with no cover in place.
Because it looks at the whole household, it spots gaps one product team would miss, like a mortgage client with no cover in place.
These agents are pre-built and ready to configure, so AI value starts during the implementation itself.
Financial Services | FAQs
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Q: Can AI voice agents really operate in a regulated environment?They already do. Infoglen voice agents are live in production at financial services firms today, handling claims intake, policy servicing and investor advisory intake. Every agent runs inside compliance guardrails: conversational authentication, scoped data access, full interaction logging and human escalation paths.
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Q: Can you connect Salesforce to our core banking, portfolio or policy admin system?Yes. That integration is usually the heart of the project. We sync Salesforce with your systems of record in real time, from core banking platforms and custodian systems to policy administration and document storage, so the profile your teams see reflects reality.
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Q: How do you keep our client data secure?Security is configured from day one. Access is scoped so each team sees only what it needs, sensitive data is encrypted and native Salesforce tooling handles field-level audit trails and event monitoring. Configuration aligns to GDPR, CCPA, SOX, GLBA and FINRA/SEC recordkeeping expectations.
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Q: How do you migrate decades of legacy client data?With structure, because every bank and insurer has messy legacy data. We assess source systems, clean and deduplicate, map fields to the target data model, validate in a sandbox and run parallel testing before cutover.
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Q: How long does a typical project take?Focused implementations typically run 10 to 14 weeks. Enterprise or multi-line rollouts range from 14 to 20 weeks. QuickStart packages get core capabilities live in 6 to 8 weeks.
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Q: We're already on Salesforce but underusing it. Can you help?This is more common than you'd think. A Health Check audits your configuration, identifies unused capability you're already paying for and delivers a prioritized roadmap.
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Q: What ongoing support do you provide after go-live?Quarterly health checks, performance tuning, workflow optimization and new feature rollouts tied to every Salesforce release, or full managed services for continuous coverage.
