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Financial Services | Business and value-driven front office transformation

KPMG and Salesforce help financial services firms deliver superior customer experiences

KPMG and Salesforce help financial services firms deliver exceptional customer experiences. Leveraging KPMG industry, functional and technical knowledge along with the power of the Salesforce Financial Services Cloud, our clients can achieve rapid, efficient, cost-effective best-in-class processes that can result in an enhanced customer experience, increased revenue and speed to value.

KPMG provides leading practices that enable a quicker front office transformation. We believe in business and value-driven CRM transformation that provides insight-driven decision support and aligns your customer organization with your customers when and how they want.

KPMG can help you:

  • Deliver cost-effective and exceptional customer experiences that put your customers in the center and create deeper, longer relationships
  • Digitally enable processes to streamline and add efficiencies
  • Execute a robust and deliberate CRM adoption plan that drives active use of your CRM, improving data quality resulting in accurate insights
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Delivering exceptional client experiences enabled by Salesforce


Client expectations for financial services are changing. Clients expect secure, personalized, integrated services across all touchpoints with their financial institutions. Transforming and connecting front, middle and back office for financial institutions to deliver exceptional client experiences. Improving efficiency and collaboration for bankers, insurance agents, and financial advisors. KPMG offers a suite of assets built on Salesforce that accelerate impact for financial services.

  • Commercial Banking Client Onboarding – Integrated platform for faster and easier client onboarding.
  • Onboarding for Insurance Agents and Financial Advisors – Streamline and accelerate the onboarding journey. Improve new hire retention and increase productivity.
  • Corporate and Investment Banking – Accelerate deal management with greater efficiency, transparency, and insights.
  • Lead Management – Streamline the lead-to-close process and increase lead conversion.
  • Agent Desktop and Call Center.

Put clients at the center of every interaction. Fast track innovation with KPMG. 

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Meet our team

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William Donlan
Principal, Advisory, C&O Commercial, KPMG US

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