Financial services that build trust across every client moment

Banks, insurers, and wealth management companies trust us to connect operations, teams, and compliance on Salesforce, the world’s most secure enterprise cloud.

Financial services demand uncompromising standards.

Explore solutions built for the control, speed, and reliability that highly regulated industries need.

One connected client view

Client data is fragmented across core systems, CRM, service, onboarding, and product records.

What we help you build

Unified client profiles across products and channels
Visibility into interactions, holdings, and service history
Segmentation for advisory, sales, and service journeys

What you gain

Full visibility across products, interactions, and service history
Real-time context for advisors, agents, and service teams
Higher-quality cross-sell, renewal, and retention opportunities

Faster, connected onboarding

Onboarding runs across multiple systems, manual checks, paper forms, and email-based approvals.

What we help you build

Digitised onboarding across channels and teams
KYC tasks, documents, and approvals in one place
Fewer handovers between advisory, operations, and compliance

What you gain

Faster onboarding with less manual coordination
Clear KYC progress, ownership, and next steps
A smoother start for clients and internal teams

Relationship management with real-time context

Advisors enter client conversations without the full picture. Follow-ups slip. Relevant opportunities get missed.

What we help you build

Full client history, holdings, and recent activity in one view
Connected opportunities, follow-ups, and next steps across the relationship lifecycle
Real-time context for more relevant advisory conversations

What you gain

Better prepared advisors in every client interaction
Timely follow-ups and next-best-action opportunities
Higher-value conversations across the relationship lifecycle

Relevant communication at every financial moment

Generic campaigns miss changing client needs, while fragmented data makes relevant, compliant communication harder.

What we help you build

Personalised journeys based on activity, life events, and products
Consistent communication across marketing, service, and advisors
Consent, preference, and eligibility rules across campaigns

What you gain

Relevant cross-sell, renewal, and retention conversations
More clients acting on relevant offers at the right moment
Compliant communication based on client preferences

Connected service across every client request

Support teams handle requests without the full client context. The result? Slower resolution, more repetition, and more escalations.

What we help you build

Track requests, escalations, and service history in one place
Route cases to the right teams with the right context
Connect service actions across back-office and frontline teams

What you gain

Faster resolution across client requests and service cases
Consistent service across teams and channels
Clear visibility into case status, ownership, and service performance

Controlled processes without extra friction

Manual checks, fragmented records, and approvals across different systems slow compliance, reduce traceability, and increase risk in regulated client processes.

What we help you build

Standardise approvals, reviews, and regulated process steps
Track tasks, exceptions, and audit trails across teams
Reduce email-based coordination and manual follow-up work

What you gain

Stronger control and traceability across regulated processes
Less manual coordination between client-facing teams, operations, and compliance
The right balance between compliance, speed, and client experience

What our customers say

about working with the Agilcon team

Real Results from Financial services

Agilcon team made a huge difference, from the initial data model to daily support. With Salesforce, we’ve moved from basic data to real-time personalisation and now deliver 23× more campaigns in days, not weeks.

Barbara Veselko

Head of Business Analytics and CRM, OTP Banka Slovenija

23x

more campaigns - executed in days, not weeks

Real Results from Financial services

We’ve built a lasting partnership with the Agilcon team. They work alongside us in shaping solutions and making strategic decisions. They know the technology and understand our industry, which makes all the difference.

Angela Sekuloska

Deputy Director of Marketing and Digital Sales, Zavarovalnica Vita

99 %

instant contact center responses, 84% resolved within 8h.

Talk to our team

Talk to our experts about how to bring full context to the entire client lifecycle.

Book a Consultation

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