Simplifying the complex
across Financial Services

We specialise in helping Financial Services clients on their transformational journey to success.

Trusted by leading Financial Services Companies

Delivering Solutions thatleverage the Salesforce Platform

Your business is unique. You have specific challenges and opportunities. Your customers and employees demand the same experience online as they do offline. Empowering success through the use of the Salesforce platform has long been our goal. We have extensive experience helping clients across financial services to maximise the value of their investment in Salesforce and deliver incremental improvements to their businesses.

With a focus on driving adoption, as well as enabling sustainable change across multiple teams, we orchestrate tailored solutions for each client by leveraging the power of Salesforce.

We help you identify opportunities to further personalise the experience of your customers as they interact with your company across channels. We work with you to ensure the right content is delivered at the right time to make each interaction count.

Challenges We Are Seeing

Complex, manual on-boarding processes - Many firms within the financial services sector have long, complex on-boarding processes, resulting in a lack of conversions. The major issues - gathering information, uploading documentation, and collecting digital signatures. This results in slow, manual processes with a low level of customer satisfaction.

Silos & disconnected data (too many back-office officials involved) - Silos and disconnected data go side-by-side with complex manual onboarding processes. Juggling data between different systems is not only creating inefficiencies for employees but also having an impact on transactions completed at enterprise level.

Lack of efficiency - The above points both lead to the third one, lack of efficiency. There is no room for errors or data being lost in the financial services sector. Automated workflows can speed up manual processes leading to greater productivity.

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Discover how Pexlify can create digital experiences that transforms and optimises your business with Salesforce.

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Helping Clients Across Multiple Industries


Pexlify helps Banks, Credit Unions and Lending institutions become more customer-centric. Through our Accelerators and custom solutions, we can quickly transform your digital presence.


Pexlify helps Insurance clients focus on optimizing the client experience and supporting regulatory compliance. We help speed up the onboarding, claims processing and policy renewal journeys.

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We help Fintechs across lending, payments, money transfers, asset management, and more integrate with other platforms, optimise processes, consolidate data and streamline client engagements.

Wealth & Asset Management

Pexlify delivers innovative solutions for wealth, asset and fund management clients. We deliver a holistic view of customers providing real-time info on financial records, accounts, household, goals and more

"Digital adoption is no longer an option but a necessity for survival."

In Financial Services, legacy processes tend to depend on many inter-related applications, leading to complex and costly operations. For transformations be successful, companies should focus on designing simpler, connected, responsive and agile solutions that corresponds to the needs of the business.

  • Helps to Establish a Customer-Centric Business Model

    Identify customer's specific requirements so that they can provide them with financial solutions when they need them the most.

  • 360 Customer View

    Get a full picture of customers. Access and view data as the client’s financial records, accounts, household information, and various networks, goals and other interactions

  • Reduced Operational Risk

    Reduces the possibility of cybercrime, miscommunication, errors and lack of compliance which can lead to a number of debilitating risks within a Financial Services firm

  • Replace Multiple Systems

    Built to scale and support growth, connect to any API-enabled solution and push your most valuable data where it is needed most.

  • Engaging with Customers Becomes Easier

    Financial firms are able to transform their business practices as everything from providing the right financial products to responding to customer queries and customer onboarding becomes, quicker, easier, and, in most cases, in real-time.

Accelerators for Financial Services

Customer Onboarding, Self-Service Support, Credit Checks, Document Generation & more.

Reducing Paperwork & Documentation Gathering. Shortening duration of renewals/claims/new business applications.

Our unique Accelerators quickly transforms client onboarding and claims processes, enabling insurers to improve fraud detection, cut loss-adjustment costs, and eliminate many human interactions.

With Self-Service capabilities, we allow Brokers and policyholders to diagnose their own problems and report incidents, as well as improving the overall customer/broker experience.

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From the Blog

The Perspective Podcast ep_5 - The Role of Software Architecture (Anup Jadhav - Salesforce)

In this podcast, Anup Jadhav (Salesforce) discusses the role of software architecture in the implementation process, how C-level execs can leverage Technical and Business architecture and the importance of having a change management strategy.

Pexlify’s NFL Tailgate Party and NFL Gameday

This month, the Pexlify team hosted our first annual Pexlify NFL Tailgate Party in London, followed by attending the New York Jets versus the Atlanta Falcons in Tottenham Stadium.

The Perspective Podcast ep_4 - The Benefits of a CLM solution (Howard Wassall, Conga)

In our latest episode of the Perspective Podcast, Colm is joined by Howard Wassall, Director of Sales Engineering at Conga, where they discuss all-things Contract Lifecycle Management.