Financial Services
We help market leaders and emerging players create exceptional client experiences and
drive efficient growth with Salesforce.
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Industry Expertise at a Glance
Dedicated Financial Services Practice
7 industry experts focused on delivering impactful Salesforce, Data and AI solutions for leading financial services organisations.
5+ Financial Services Cloud Implementations
Industry-specific solutions for client sales and service, digital onboarding, loan origination and more.
Sector Breadth and Depth
Clients spanning lending, wealth & asset management, insurance and banking.
Australia & New Zealand
Onshore teams and entities in both countries.
Financial Services Impact Framework
Aligning your strategic objectives with technology solutions to deliver a focused implementation and long-term value.
Marketing Cloud for Financial Services
Omnichannel journeys that build trust, increase engagement, and support acquisition and retention across every phase of the client lifecycle.
Financial Services Impact Framework
LavaBox’s team of industry experts, strategic thinkers and technical specialists guide you on the journey, with a proven framework to support your mission.
Your Organisation
Accelerate Client Acquisition
Streamline sales management to drive pipeline conversion and client acquisition at scale.
Personalise Client Communications
Create meaningful client interactions through personalised, data-driven messaging and intelligent communication journeys.
Scale With Automation
Empower your teams with integrated systems and automated workflows that scale seamlessly as your firm grows.
Streamline Client Onboarding
Digitise onboarding processes, automate compliance checks, and deliver frictionless client experiences from the outset.
Maximise Client Lifetime Value
Leverage real-time insights to personalise advice, automate upsell and cross-sell opportunities, and proactively address client needs to build relationships that last.
Simplify Regulatory Compliance
Streamline reporting processes, and ensure transparency and audit-readiness across your organisation.
Salesforce Financial Services Cloud Solutions
From wealth management to lending, we have the industry and Salesforce platform knowledge to make impact happen in your organisation.
Lending
Whether you’re a finance company, non-bank lender, smaller bank, or mortgage advisory firm, we get you set up for a compliant, digital-first lending experience, with:
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Digital application processes automation
With paper or PDF forms digitised, flowing into a streamlined application process and all associated data and communication stored in a single view.
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Loan management system integration
Connecting with leading industry software platforms to ensure loan and transaction data flow seamlessly.
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Compliant relationship management
With a clear view of every loan, asset, transaction and interaction stored against the customer record, ensuring current industry regulations are met.
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Customer onboarding
Aligning processes, documentation and touch points to deliver a professional, consistent and AML compliant onboarding experience.
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Personalised lifecycle communication
Delivering 1-1 journeys that help onboard, upsell and cross sell over email, SMS, social and digital advertising channels.
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Online portals
Increase engagement by opening up Salesforce data to customers so they can self serve, understand their financial position and apply for additional services.
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Exceptional customer service
With a platform that helps your brand deliver outstanding service on any channel.
Read More
Wealth & Asset Management
We empower advisers and managers to provide stronger levels of service at every stage of the client lifecycle, all while remaining compliant and driving firm growth, with:
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A single client view
With a 360 degree view into relationships, assets under management, transactions, advisor interactions and life events.
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Investment planning
With the ability to design tailored strategies and to track progress against financial goals.
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Client experience design
With automated journeys and processes for client acquisition, AML compliant-onboarding, account reviews and retention.
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Document generation
Converting paper forms to digital, reducing friction with pre-filled form fields, electronic signature and audit trails.
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System integration
With data flowing seamlessly between CRM and leading investment management software.
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Appointment scheduling
Leveraging Salesforce’s Lightning Scheduler to make it easy for clients and advisers to connect.
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Insurance
We deliver an integrated, 360 degree view of every policy holder, giving brokers, service reps and marketers the foundation they need to differentiate on client experience, with:
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Application process automation
With digital forms flowing into Salesforce, triggering customer communication based on application progression and outcomes from underwriting.
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A 360 degree customer view
Providing data needed for customer service to communicate with clarity and context while ensuring compliance with current industry legislation.
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System integration
With customer engagement being handled within Salesforce, underwriting and policy origination managed within your existing application, and data flowing between the two.
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Automated, personalised communication
That supports processes for industry-compliant customer onboarding, renewals and retention.
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Customer portals
Opening up CRM data to customers so they can self serve, view their policy information and submit claims.
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Customer service differentiation
Enabling customers to access support over email, phone, web form, live chat or self serve.
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Appointment scheduling
Leveraging Salesforce’s Lightning Scheduler to make it easy for clients and brokers to connect.
Read More
Trusted by Leading Financial Services Organisations to Make Impact Happen.
Impact in Action
Line Capital Scales B2B Lending with Salesforce & FinSpectra
"The team's professionalism and knowledge, particularly in financial services and our product offering, was extremely valuable."
Delivering impactful outcomes
50%
Reduction in application submission times
4 Months
Rapid go-live to meet acquisition deadline
Up
Improved client, employee and partner experience
View full case study
Our Financial Services Team
We are a team of Salesforce financial services experts with a proven track record delivering impactful outcomes.
James Cooper
Commercial Director
Superpower:
Understanding the business context to craft solutions that deliver outcomes.
Known at LavaBox for:
Making jokes that require further explanation.
Rob Woodman
Solution Architect
Superpower:
Applying Salesforce best practices and whole-of-business thinking.
Known at LavaBox for:
"Back when I used to work at Voda...[insert work story here]."
Rodrigo Costa
Senior Technical Consultant
Superpower:
Designing enterprise-quality Salesforce solutions that scale.
Known at LavaBox for:
Moonlighting as a techno DJ. Then he became a Dad.
Glyn Davis
Senior Consultant
Superpower:
Being a Swiss Army Knife.
Known at LavaBox for:
Hot chilli and cured meats.
Mike Perez
Senior Developer
Superpower:
Magic problem solver.
Known at LavaBox for:
Being the REAL Magic Mike.
Samantha Child
Functional Consultant
Superpower:
Bringing structure to chaos by aligning people, process and platform.
Known at LavaBox for:
Having more caffeine than blood in her system.
Aparna Gopalakrishnan
Principal Architect
Superpower:
Turning problems into a menu of solutions.
Known at LavaBox for:
Making the team laugh without knowing why.
