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Insurance & Financial Services

Experts in Salesforce Financial Services Cloud

With our extensive experience of Salesforce Financial Services Cloud, we’ll help you connect your business across channels, service lines and geographical locations.  Our Financial Service clients in the Insurance, Banking and Wealth Management sectors have all benefited from our effective Salesforce and Change Management solutions.   

Industry Updates: Insurance and Financial Services

A wide range of external forces are rapidly transforming the world of insurance, be that new technology, heightened customer expectations or changing regulation and compliance rules. You might not be able to control these, but you can control how you respond to them – and......

The background Our client is a specialist insurance brokerage, based in the Midlands, that focuses on complex business insurance. They provide cover and risk management to a wide range of companies across many different sectors, all of whom require individual attention and a high level......

As the insurance industry undergoes a period of dramatic change, how are successful businesses dealing with the biggest disruptors and readying themselves for the future? Here, five insiders share their views. Richard Storey: “Make client experiences better and simpler” Richard’s 35 years of experience in......

Financial Services Cloud: Our Crudentials

Audere Solutions

Audere is a regulated, independent foreign exchange risk management consultancy. Cognition24 provided adhoc support to Audere with Salesforce Sales Cloud and provided additional user training. We also assisted Audere with reporting and other SalesForce functionality.

Healix

Healix provides healthcare and risk management solutions to clients around the world, with offices in the UK, USA, New Zealand, Kenya, Singapore, Spain and Greece. Healix had purchased SalesForce Sales Cloud and needed our help with a rapid re-build for sales and marketing. We worked alongside senior management teams to configure an efficient management solution for sales, sales management, forecasting and marketing. In addition, we also assisted Healix with their reporting suite.

Baker Jayne

Baker Jayne Insurance Brokers is an independent insurance and risk management consultancy. A mature business with a variety or internal systems, processes and data sources. Utilising our rapid implementation methodology, Cognition24 were able to bring all elements together and provide a simple, robust and effective solution.

LeapFXG

LeapFXG is a global provider of foreign exchange and international payment services for corporate and private clients across the UK, Europe, USA, Middle East, Asia and Africa. As an FX trading company they needed to move fast and quickly access data and systems. The solution designed for LeapFXG allowed this business to go from start-up to £1M turnover in less than 3 months.

All Clear Travel Insurance

All Clear Travel Insurance is a market leading insurance specialist for customers with pre-existing medical conditions. They are a global business with offices in the UK, Gibraltar and Australia. Cognition24 was asked to conduct a review of their CRM architecture and as a result, implemented Salesforce Sales, Marketing and Service Cloud.

Crowdstacker

Crowdstacker is an FCA-regulated P2P lending platform, making peer to peer lending accessible and rewarding for investors and borrowers. Cognition24 was asked to conduct a review of Crowdstacker's Salesforce Sales and Marketing Cloud with particular focus on Pardot to Marketing Cloud migration.