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Banking
EMEA ISV Industry Booklet
*Salesforce Research analysed survey responses from 100+ technology leaders worldwide
WELCOME TO THE EMEA ISV INDUSTRY BOOKLET FOR BANKING
01. Banking ISVs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
02. Horizontal ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–15
03. Success ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16–19
04. Get in touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Contents
93% of CIOs and IT Leaders say that in order to compete, they need improvements in customer experience and customer facing technology.* To achieve this, initiatives to improve system integration and security are considered vital.
AppExchange applications speed up and ease integration as they are built on the same platform as the Salesforce Customer 360. This enables CIOs to break down silos and securely integrate data and systems to achieve a single 360 customer view and therefore drive seamless customer experiences.
The AppExchange further aligns with CIO priorities by providing industry-specific applications that further enable digital transformation in their sector.
In the aftermath of the Coronavirus pandemic, financial services institutions face major challenges as they work to manage their risk while promoting financial wellbeing and building trusted relationships with their customers. In order to thrive in the new normal, institutions are turning to best-in-class tech solutions to future-proof their companies and build sustained success.
The AppExchange has over 4400 solutions across industries and business processes. This booklet highlights the ISV solutions in banking that have the ability to execute in EMEA (Europe, Middle East and Africa). Baman Motivala AVP, ISV EMEA & APAC Salesforce
2
TRUTH
Einstein AI Commerce
Marketing
Sales
Trailblazers& Reskilling
Integration
EmployeeExperience
Success
Industries
Partners
Apps
Analytics
Service
Banking ISV 360
3EMEA ISV Industry Booklet – Banking 3
ISVs that have a strong, proven use case within a specific industry
Appway CLM for Wealth: a ‘one-stop advisory shop’ available from within Salesforce,
it empowers advisors to launch and monitor critical client-facing processes from start
to finish, quickly and seamlessly, while remaining fully compliant. Onboard customers
in record time, boost advisors’ productivity and ensure Know Your Customer/Anti-
Money Laundering compliance throughout the entire client lifecycle.
The advanced capabilities and functionality of Fusion Credit Connect empowers
Relationship Managers to do their jobs better, faster and more productively. Its
features include an intuitive deal dashboard and “timeline” that proactively displays
the current deal status and next steps, together with a predictive analytics engine
that highlights new revenue opportunities and optimal products for each client,
boosting sales and margins.
Find out more >
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Fenergo, the world’s No.1 regulatory client lifecycle management, has joined forces
with Salesforce, to radically transform Know Your Customer (KYC), client onboarding
and client lifecycle management for financial institutions. Fenergo KYC for Salesforce
enables true front-to-middle office transformation that delivers an excellent client
experience – first time, every time.
Banking Industry ISVs
nCino is the worldwide leader in cloud banking. With its Bank Operating System,
built on the Salesforce platform, financial institutions can deliver the speed and
digital experience that customers expect, backed by the quality and transparency
that bankers need.
Find out more >
4EMEA ISV Industry Booklet – Banking 4
Onfido is the global leader in identity verification. Onfido digitally proves people’s real
identities using a photo ID and facial biometrics. So your users can verify themselves
anywhere, anytime.
Find out more >
The OPAL solution from Ortec Finance is an advisor-led goal-based investment
advice tool and has the ability to monitor the defined goals of the client throughout
the lifespan of the financial products. Our full integration with Salesforce drives
higher client satisfaction and trust, which in return leads to a higher share of wallets
at banks and wealth managers.
Find out more >
Q2 lending is a financial experience company dedicated to providing lending
solutions to banks, alternative finance, and fintech companies. With comprehensive
end-to-end digital lending solution sets, from pricing analysis through to application
processing, onboarding and servicing Q2 enables its partners to provide cohesive,
secure, data-driven experiences to every borrower.
Find out more >
Personetics empower banks’ relationship managers, financial advisors and agents
and equip them with real-time financial data-driven actionable insights and advice
to raise with customers. It helps agents foster deeper, meaningful relationships with
customers and drives significant business impact. Help customers stay on top
of their finances.
Find out more >
EMEA ISV Industry Booklet – Banking
Differentiate Salesforce Financial Services Cloud (FSC) from the competition and win
new logos with Zenoo vDoc. It enables the digital onboarding of customers directly
into Salesforce FSC. Zenoo provides all the tools, integrations to services, like ID
verification, and background checks to get banks up and running quickly and enjoy
an excellent customer experience. Zenoo vDoc, FSC and Salesforce Marketing Cloud
is the unique, compelling digital solution for Financial Services.
Find out more >
Tailored to the needs of capital markets, Singletrack offers CRM, research
distribution, corporate access and analytics to the sellside, enabling firms to pinpoint
and leverage compelling research and relations. Singletrack’s buyside offering
comprises provider relations, research assessment and contract management to
facilitate regulatory compliance and ease administrative overheads
Find out more >
A Global RiskTech 100 provider of Anti-Money Laundering (AML) screening and client
lifecycle risk-management software, established by some of the world’s leading AML
experts and data scientists. Responding to the needs of its KYC360 community of
30,000 compliance professionals, its solutions are consistently powerful and agile.
Consequently, RiskScreen is used globally by over 700 financial services businesses,
industrials, regulators and law-enforcement agencies.
Find out more >
EMEA ISV Industry Booklet – Banking
Horizontal ISV 360
TRUTH
Einstein AI Commerce
Marketing
Sales
Trailblazers& Reskilling
Integration
EmployeeExperience
Success
Industries
Partners
Apps
Analytics
Service
Sales
Employee Engagement Marketing
Service
7EMEA ISV Industry Booklet – Banking 7
Find out more >
Find out more >
Find out more >
Conga helps Salesforce customers maximise their CRM investment. As the leader
in digital document transformation, Conga transforms the documents, contracts,
and processes that businesses use daily by leveraging the data within Salesforce.
Conga empowers companies to create, negotiate, execute, and manage one of their
most critical business assets: documents, so they focus on driving business and
revenue faster.
Dun & Bradstreet is the global leader in commercial data. We provide native data
management capabilities to the Salesforce ecosystem which ensures that clients
have confidence in the information held on their accounts, leads and contacts. Our
solutions are easy to deploy, prevent duplication and keep key information updated.
We enable more accurate reporting, increased sales productivity and greater
user adoption.
Find out more >
Fonteva enables membership organisations to modernise their technology platform
to navigate today’s fast-changing environment, better serve members, and achieve
current and future goals. Fonteva is a full enterprise software solution used by over
300 associations around the world to bring member communities together and drive
data-informed decision making.
Automate and connect the entire agreement process with DocuSign. DocuSign
Agreement Cloud for Salesforce helps organisations connect and automate how they
prepare, sign, act on, and manage agreements — all integrated with Salesforce. With
DocuSign, organisations can do business faster with less risk, lower costs, and better
experiences for customers, partners, and employees.
SalesISVs that have a proven use case across multiple industries and business unitsHorizontal Industry ISVs
8EMEA ISV Industry Booklet – Banking 8
Recently recognised as a top 10 fastest growing technology company in Deloitte’s
Fast 50 Awards, Introhive helps organisations realise the full value of their
relationships and under-utilised data. By ensuring adoption at all levels of Salesforce
implementation, Introhive ensures users fully embrace CRM and keeps data clean
and accurate, thus increasing ROI and pipeline growth.
Find out more >
SmartCOMM™ for Salesforce is the industry-leading enterprise document
generation platform specifically designed to meet today’s complex customer needs.
SmartCOMM helps enterprises deliver personalised, interactive communications
via customers’ preferred channels. Designed for the business user, SmartCOMM
simplifies and standardises communications processes leading to improved internal
efficiency, increased ROI and improved customer experience.
Find out more >
700+ customers use Seismic’s leading sales enablement solution to empower sales
and marketing teams to enhance buyer experience, delivering the right content
to the right person at the right time. Companies like Schroders, T-Mobile and
Philips experience higher close rates and increased selling time through delivering
personalised content at scale.
Showpad is the most complete and flexible sales enablement platform that
marketing and sales rely on to prepare sellers, engage buyers and optimise
performance with insights. With single user experience, our solution makes it easy
to discover and share the right content, deliver training and coaching, and maximise
seller productivity.
Find out more >
Find out more >
EMEA ISV Industry Booklet – Banking
SMS-Magic are leaders in conversational messaging for service providers (health,
education, staffing, finance etc.), helping them generate more leads (bulk sends),
qualify more leads and service more customers (automate communication) on
messaging channels like SMS, Whatsapp and Facebook Messenger among others.
Find out more >
Find out more >
Upland Altify helps revenue teams connect to customer’s goals, buying processes
and desired outcomes. Our Customer Revenue Optimisation (CRO) applications,
100% Salesforce native, help align the revenue teams to generate value and grow
revenue. Altify applications provide the strategy, methodology, and technology to
ensure you win opportunities that matter, grow revenue in key accounts and build
repeatable winning sales processes.
Find out more >
Xactly is leading the way in sales performance management delivering planning,
execution, and optimisation to ambitious and complex sales organisations. We help
sales orgs change and adapt to optimal sales capacity, territories, comp plans, and
payment structures. Sales representatives get visibility, managers find clarity, and all
leaders across finance, accounting, and your go-to-market org see a return.
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The Medallia Experience Cloud is a customer experience platform, which brings
together the best capabilities for collecting voice-of-customer feedback and signals,
analysing the results and bringing insights to employees for customer-centric action.
With the Medallia Sales & Service Experience integration application, this outside-in
view of the customer can be unified with Salesforce data to ensure that employees
are aligned with customers, drive higher customer loyalty, and improve
business outcomes.
Natterbox delivers global cloud telephony, 100% embedded in Salesforce.
Natterbox empowers businesses to use live CRM data to deliver personalised phone
journeys, with high call quality, around the globe. Natterbox enables you to increase
efficiency, improve productivity and enhance the customer experience. Natterbox
Freedom offers a transformative interface with the ability to work wherever you want,
from any device you want.
Find out more >
Find out more >
Every company runs projects, for research and development marketing, customer
onboarding, customer success, IT and much more. Cloud Coach is the only
enterprise class project management solution built on Salesforce. Cloud Coach
supports both waterfall and agile project methodologies so there is no business we
can’t help provide value to!
Find out more >
Coveo enables enterprises to thrive in the experience age, through delivering
unique experiences that are relevant, unified, and valuable. The Coveo Experience
Intelligence Platform uses AI, intelligent search and recommendation technologies
to personalise millions of digital experiences. Coveo delivers solutions for commerce
and service built on the coveo experience intelligence platform for enterprises in high
tech, manufacturing and financial services.
Find out more >
Service
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Complete the true 360° view of your customers by connecting, managing, and
analysing customer reviews and questions with nearly 50 integrations including:
Amazon, Google My Business, Google Play Store, Apple App Store, Ocado, Trustpilot,
Bazaarvoice, PowerReviews and Yotpo. Reputation Studio aggregates reviews into a
single dashboard, enabling direct engagement and unlocking AI-powered
customer insights.
Vonage Contact Centre for Salesforce is the 100% native global business cloud
telephony system for the world’s leading CRM platform. The highest rated voice
solution (5* over 736 reviews) on the AppExchange, it enables personalised client
relationships at enterprise scale, super-charges agent productivity from white glove to
high volume support, and provides artificial conversation intelligence (AI) to enhance
every touch point on every interaction.
Find out more >
Live video support with AR and AI for customers, technicians, and providers.
Escalate any conversation to a video call, so your team sees what your customer,
technician, or patient sees. Remotely diagnose and guide to fast problem
resolution. SightCall customers cross many industries including manufacturing,
telco, insurance and utilities.
Find out more >
Find out more >
EMEA ISV Industry Booklet – Banking
CoreMedia Content Cloud. Be Iconic. Leverage powerful, easy omnichannel content
creation, digital asset management and multi-experience orchestration by integrating
CoreMedia Content Cloud DXP with Salesforce B2C Commerce, B2B Commerce, and
Marketing Cloud. Move at the speed of culture and create iconic experiences across
channels and devices.
Movable Ink powered campaigns auto-generate 1:1 personalised content at scale,
live at the moment of engagement. Marketers can leverage first and third-party
data sources to power these campaigns across email, web, and mobile, based on
the creative and brand standards previously defined. This ensures every customer
communication contains relevant, personalised, and accurate content that compels
users to act.
Phrasee empowers brands with the most advanced AI-powered copywriting
technology on the planet. By generating human-sounding language that’s always
in a brand’s voice, Phrasee boosts marketing performance and revenue. Phrasee’s
integration with Salesforce Marketing Cloud enables marketers to seamlessly
implement AI-powered copywriting without leaving Salesforce.
Find out more >
Marketing
The Sitecore and Salesforce partnership brings together Sitecore’s leadership in
content and digital experience management and Salesforce’s leading capabilities in
segmentation and campaign management. The partnership is centered around two
important tenets of unified data and faster time to market. The by-product results
in the ability to truly personalise, optimise, and speak to customers at a 1:1 level
through content, campaigns, and customer relationships.
Find out more >
Find out more > Find out more >
13EMEA ISV Industry Booklet – Banking 13
Vudoo enables you to create interactive experiences for viewers of your video
content. Personalised interactions drive engagement, uncovering insights that
enhance the use of Salesforce Marketing Cloud, and generate business outcomes.
The platforms can be used across almost any industry, with use cases including
marketing, lead generation, commerce, recruitment and training.
Wunderkind, formerly BounceX, is an expert at helping eComm leaders win
customers by creating true 1:1 experiences for currently anonymous traffic across
devices. With Salesforce, customers are scaling list growth +4-6x through best in class
email capture strategy, and matching site visitors to CRM, increasing abandonment
email revenue +6x.
Find out more >
Find out more >
EMEA ISV Industry Booklet – Banking
Bullhorn for Salesforce is a comprehensive recruitment application built on the force.
com platform supporting the sales, recruiting, and operational processes within staffing
agencies. Used by some of the largest agencies in the world, Bullhorn for Salesforce
accelerates the adoption and usage of the core Salesforce services including Sales
Cloud, Marketing Cloud, and others.
Employee Engagement
Find out more >
Find out more >Find out more >
HR2day is the HR and payroll cloud solution for today and tomorrow. The vision is
to help organisations optimise their HR and payroll processes by using HR2days — a
100% native Salesforce cloud application. HR2day is available for the Dutch market
and focuses on 250+ employee organisations. The functional scope covers HR
administration, self service, talent management, payroll, leave, sickleave, expenses
and HR analytics.
Sage People provides an end-to-end HR solution on the Salesforce platform. Sage
Intacct is the world’s largest global pure-play financial management provider, with
excellent integration into Salesforce. Both products have 5-star AppExchange
reviews. Sage Intacct and People help finance and HR professionals manage
insights to help their organisations analyse, strategise, and anticipate. They integrate
processes and procedures, delivering strong ROI
Find out more >
m | ployee is a solution for the staffing and professional service industry on the
Salesforce platform. You can implement m|ployee as a stand-alone solution or as an
add-on to one of the Salesforce Clouds. Manage candidates, time, contracts, finance
and talent all in one place. One single point of truth and 100% control of time and
resources. Your flows, your processes, your business.
15EMEA ISV Industry Booklet – Banking 15
SalesTrip is an expense management and travel booking system on Salesforce. Do
your employees waste time switching between Salesforce, travel booking sites and
your expense system just to visit customers? SalesTrip combines this. As a business,
does it take days to reconcile these employee travel costs against specific customers,
projects and sales opportunities? SalesTrip automates this. Better manage and justify
expense spend with SalesTrip.
HR, talent, engagement, performance, people analytics, and payroll are high on the
business agenda and, for Salesforce customers, XCD offers the only single solution. With
three-quarters of UK organisations predicted to increase their HR tech budget this year,
the market potential is huge. So if they say HR, payroll or people software, think XCD.
Find out more >
Find out more >
Sirenum powers the world’s dynamic workforce. The world’s leading employers
transform their business operations by relying on Sirenum to streamline the
management of their hourly workers. Our cloud-based software enables
management to save valuable time in scheduling shifts, managing compliance,
monitoring staff, and processing payroll, while increasing gross profit for temporary
staffing agencies struggling with the evolving demands of the rapidly emerging
dynamic workforce.
Find out more >
EMEA ISV Industry Booklet – Banking 16
Success ISV 360
TRUTH
Einstein AI Commerce
Marketing
Sales
Trailblazers& Reskilling
Integration
EmployeeExperience
Success
Industries
Partners
Apps
Analytics
Service
Backup
Security DevOps
Usage and Adoption
EMEA ISV Industry Booklet – Banking 17
Find out more > Find out more >
Find out more >
Find out more >
For large organisations that leverage Salesforce as a mission-critical application,
Odaseva delivers enterprise-class data governance, providing data protection
(backup, ultra-high availability, governor limits AI), data privacy (GDPR, CCPA) and
data ops (Salesforce DX Extensions). Odaseva’s data governance platform is trusted
by 10+ Million Salesforce Enterprise users from industry-leading companies such as
Schneider Electric, Heineken and Robert Half.
OwnBackup believes no company operating in the cloud should ever lose data. With
the Salesforce Data Recovery Service being retired, companies running Salesforce
need to protect against accidental data loss & corruption from human, technical
or operational errors. 2,000 customers across most segments and industries trust
OwnBackup’s decades long expertise for automated backup and recovery, sandbox
seeding, archiving and compliance.
AutoRABIT is designed around the industry’s only CI/CD (Continuous Integration/
Continuous Delivery) server designed for Salesforce metadata and data. It delivers an
integrated suite of tools including version control, deployment automation, sandbox
management, data migration and test automation that optimises processes and
automates activities at each stage of the DevOps lifecycle – simplifying deployment
on the Salesforce platform from development to production.
Copado is the #1 native devops platform for Salesforce. We enable faster, error-
free digital cloud deployments and upgrades with continuous integration and
deployment technologies, all via an enterprise-class developer platform that is 100%
native, fully integrated with Salesforce DX and Salesforce Clouds. The DevOps world
is changing at the speed of light, make sure you keep up with Copado.
ISVs that enhance Salesforce, speed up deployments, reduce risk, and increase usage and adoption
Success ISVs
DevopSbackup
EMEA ISV Industry Booklet – Banking 18
Panaya’s ForeSight helps you foresee the impact & risk of any change you plan to
make, before going live in production. You can run an impact analysis in real time,
based on the dependencies of the components in your Salesforce Org, including:
apex classes, process builders, fields and more. Imagine your next deployment with
confidence, minus the risk. That’s ForeSight.
Find out more >
F-Secure empowers organisations to take full advantage of Salesforce’s rich
collaboration capabilities. We do this by protecting companies who collaborate and
share content with partners and customers. Unlike traditional endpoint protection
products, our solution scans in real-time for malware, computer viruses and harmful
web content in documents uploaded/downloaded from Salesforce. This allows
organisations to stay compliant and safe.
Trusted by over 8,500 facilities in highly-regulated industries, FairWarning delivers the
standard for visibility into Salesforce user activity. With FairWarning for Salesforce,
you can interpret user behaviors in real-time, speed investigations with workflow
automation and predict risk with artificial intelligence. Visualise insider threats with
FairWarning to foster a culture of compliance and trust across your employees,
partners and customers.
Find out more >
Find out more >
SECURITYDevopS
EMEA ISV Industry Booklet – Banking 19
Improved Apps is the only native digital enablement tool for Salesforce. It helps
improve user productivity and knowledge by engaging employees, customers
and partners in their preferred way. Now, all the training, learning and knowledge
absorption can be done in-situ, at the user’s point of need, on any device. A typical
customer will see a return on investment within three months.
Find out more >
Usage and Adoption
InsideBoard is the #1 AI platform for organisational change management on the
AppExchange, dedicated to encouraging user adoption, team performance and
business transformation. With more than 120,000 users, InsideBoard offers a
powerful suite of engagement levers in one unified platform enabling employees
to be the driver of their own change and helping companies to reach long-term
success on their transformations.
Find out more >
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For more information on AppExchange solutions, drop us a line or get in touch with your Salesforce Account Executive
Enjoyed reading about these
Banking apps?
Want to find out more?
AppExchange is the leading enterprise cloud marketplace with over 4,400 ready-to-install solutions and over 1,800 consultants to extend Salesforce in any department and industry. It’s a proven ecosystem with 8M+ installs and more than 90,000 customer reviews to help you find the best match for your business.
The apps featured in these booklets have been selected based on their strong use cases in the selected industries, and an EMEA presence with in-region support for our customers.
21EMEA ISV Industry Booklet – Banking 2121
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