Unlocking Growth by Meeting the Financial Industry Where It Works
The financial services industry is undergoing a massive digital transformation, and at the center of it all is Salesforce. What started as a CRM for sales teams is now a full-fledged platform powering relationship management, compliance tracking, client onboarding, and advisor productivity across banks, investment firms, and wealth management companies.
According to Salesforce, over 60% of financial services organizations already use Salesforce in some capacity-whether through Financial Services Cloud, Marketing Cloud, or custom apps built on the platform. As more firms seek integrated, automated, and compliant solutions, Salesforce has become the operational backbone for client-centric finance.
What This Means for FinTech SaaS Companies
If you’re building a SaaS platform for financial services-whether in wealth management, payments, compliance, KYC/AML, insurance, lending, or portfolio analysis-your users are increasingly expecting one thing:
“Does this integrate with Salesforce?”
By building a native Salesforce app or integration, you’re not just offering connectivity. You’re embedding your product directly into the systems your customers already rely on to run their business.
4 Reasons to Build a Salesforce App as a FinTech SaaS Provider
1. Shorter Sales Cycles with Pre-Integrated Value
When your app is listed on the AppExchange and installable directly into Salesforce orgs, your customers don’t need to plan a lengthy IT project. You reduce integration friction and increase the likelihood of a “yes” from IT, legal, and compliance.
2. Tap into a $30B+ Salesforce Ecosystem
Salesforce customers are actively searching for industry-specific tools on the AppExchange. With the rise of vertical SaaS, having a listing there positions your platform in front of decision-makers at banks, credit unions, wealth management firms, and insurance providers.
3. Stay Sticky with Embedded Workflows
Once your app becomes part of a customer’s Salesforce workflow-think lead-to-loan journeys, client risk assessments, or investor profile automation-it’s no longer just a tool, it’s infrastructure. Churn goes down. Renewals go up.
4. Win Trust with Security and Compliance
Salesforce's built-in security model and its rigorous AppExchange security review process help you gain credibility, especially in a highly regulated industry. When your solution is “Salesforce-approved,” it signals readiness for enterprise finance.
Real-World Examples of FinTech Salesforce Apps
- DocuSign for Financial Services – Integrated e-signatures for account opening and compliance.
- Plaid’s integrations – Embedded financial data verification in Salesforce flows.
- nCino – Built an entire commercial lending platform on Salesforce, now a public company.
These success stories show that the financial industry wants vertical solutions inside Salesforce-and they’ll pay for ones that reduce complexity and accelerate business outcomes.
Build It Right, with the Right Partner
Developing for Salesforce requires a specialized approach. From packaging and deployment to navigating Salesforce’s security review, having the right partner can make or break your launch.
At Zaghop Consulting, we help SaaS platforms accelerate their Salesforce integration strategy-from designing the architecture to publishing on the AppExchange and marketing to financial industry buyers.
Ready to bring your FinTech platform into Salesforce?
Let’s talk about how we can turn your app into an embedded solution trusted by financial institutions.
