Development

Salesforce Financial Services Cloud Solutions

salesforce financial services cloud

Empowering Financial Institutions with Next-Gen CRM

Welcome to Associative. We are a premier software development firm headquartered in Pune, Maharashtra, India. Established on February 1, 2021, our team of dedicated innovators and IT professionals is passionate about transforming visionary ideas into scalable digital realities.

As specialists in specialized enterprise solutions, we understand that the financial sector requires more than just a standard CRM. We help wealth management firms, insurance companies, and retail banks leverage Salesforce Financial Services Cloud to unify the customer experience and drive growth.

Bridging Finance and Technology

At Associative, our expertise spans the full product lifecycle, making us the ideal partner for implementing and customizing complex financial ecosystems.

We combine our deep knowledge of Financial & Trading systems—including high-frequency trading platforms and real-time data visualization—with our mastery of CRM & ERP customization. This dual expertise allows us to tailor Salesforce Financial Services Cloud to meet the specific needs of your institution, ensuring you get a 360-degree view of your clients and their financial goals.

Why Choose Associative for Your Salesforce Projects?

Regulatory Compliance & Transparency In the financial industry, trust is paramount. Associative operates with unyielding transparency. We are formally registered with the Registrar of Firms (ROF), Pune. Our foundation is built on open communication and honesty, mirroring the compliance and security required in financial services.

Comprehensive Technical Expertise Integrating Salesforce Financial Services Cloud often requires connecting with disparate systems. Our vast technology stack ensures seamless integration:

Backend Integration: Expertise in Node.js, Python (Django/Flask), and Java (Spring Boot) to connect Salesforce with your existing legacy systems.
Data Security: Proficiency in secure cloud environments (AWS, Google Cloud, Azure) and database management (SQL, NoSQL).
AI & Analytics: We can enhance your CRM data with Artificial Intelligence and Machine Learning insights, utilizing tools like TensorFlow and Python to predict client needs.

Our Engagement Model

We design our work structure to eliminate inefficiencies. Whether you need a full implementation or specific customizations for Salesforce Financial Services Cloud, our model is flexible:

Flexible Engagement: We offer variable engagement models ranging from a minimum of 3 hours to a maximum of 9 hours per day.
Transparent Billing: We operate strictly on a time-and-materials basis. Invoices are submitted daily, weekly, or on a milestone basis.
Client Confidentiality: We adhere to strict NDAs. We do not share client projects or maintain a public portfolio, ensuring your proprietary financial strategies remain secure. Upon completion, you receive 100% ownership of the source code and IP.

Strategic Partnerships & Quality

While we focus on custom development, our commitment to quality is validated by our industry standing. Associative is an Adobe Bronze Solution Partner and an Official Reseller Partner of Strapi, demonstrating our ability to deliver enterprise-grade solutions.

Contact Us

Ready to transform your client relationships with Salesforce Financial Services Cloud? Let’s discuss how Associative can guide you through the digital landscape.

Associative Address: Khandve Complex, Yojana Nagar, Lohegaon - Wagholi Road, Lohegaon, Pune, Maharashtra, India – 411047 Phone/WhatsApp: +91 9028850524 Email: info@associative.in Website:https://associative.inOffice Hours: 10:00 AM to 8:00 PM (Monday through Saturday)