Salesforce for Fintech

Grow Your Fintech with Ease

Grow your business with Salesforce customer onboarding and KYC tools, specially designed for fintech organizations.


The toolkit is fully customizable to fit your organizational and regulatory framework. Salesforce fintech toolkit provides


  • modules to handle all customer related documentation,
  • full traceability of employee actions with regard to specific accounts,
  • generate stakeholder and
  • regulatory reports – streamlining new client acquisition.
Ekenex Salesforce Cloud Case

Salesforce Fintech Toolkit Features

Customer card

All customer information presented in a user-friendly fashion, also accounting for all the employee actions taken regarding this customer account.

Documents module

A module to handle, store and verify all customer related documentation.

Communication module

All relevant tools for the customer to provide KYC and onboarding related documents and information from multiple sources.

Salesforce Fintech Toolkit Benefits

Customer lifecycle oversight.

Review all customer specific information in a single platform.

Full accountability.

Easy to track all actions taken regarding a particular customer or account, with full action history.

Customized onboarding.

Fully customizable KYC and onboarding procedures to fit your organization workflow and regulatory requirements.

Risk assessment.

Automatic customer risk assessment based on predefined rules, grouping customers per their risk criteria.

Seamless integration.

Easy to integrate the toolkit with sales, CRM, support and other organization specific business platforms.

Real-time analytics.

Ability to generate customer reports and review data in real-time.

Limitless growth.

Easy to scale for customer growth, as well as add new platform features to keep pace with your business.

Salesforce Fintech Toolkit Clients

Salesforce fintech toolkit is aimed at providers of next-generation financial services. Fintech tools help organizations to streamline the new customer onboarding process, adhering to regulatory requirements based on customer risk and many other criteria.


It helps to keep track of all customer documentation, provides traceability and accountability for all customer-related actions, and transforms a long and complex onboarding process into a simple wizard-like experience.

Electronic Money Institutions (EMIs)

Payment Institutions (PIs)

Specialized Banks

Mobile Banks

Crypto Finance

Tailored by Bluelark

Bluelark is the first dedicated certified Salesforce consultancy in the Baltic states. We do not only advise, deploy or integrate Salesforce products. We also develop custom Salesforce tools which are not available off-the-shelf and develop customer-specific features to keep up with the pace of your business.

Bluelark is the first certified Salesforce partner in the Baltic states

Salesforce Toolkit for Fintech Organizations


The toolkit is not something you get off-the-shelf. As with all Salesforce products, it is a living organism, evolving with the needs of your organization.


First of all, the onboarding, risk assessment and other features are fully built according to particular customer requirements, as well as regulatory framework.


Secondly, it is easy to scale up accounting for your customer base growth.


Finally, fintech companies are fast companies. Perhaps you want to augment your service with new features (for instance, adding stock trading or a crypto currency exchange). The toolkit is easy to adapt, adhering to new regulatory requirements for different product types or organizational changes.


To summarize, scalability and versatility truly make Salesforce standout from other tools currently available on the market.

Frequently Asked Questions

How long does Salesforce Fintech Toolkit deployment take?

Salesforce Fintech Toolkit is usually deployed within a two month timeframe, as the tool may need to be adapted with special features for the organization and integrated with current customer business systems.

What makes Salesforce Fintech Toolkit unique?

Salesforce Fintech Toolkit is designed with fintech organizations in mind. It helps to create custom KYC and onboarding procedures adhering to customer specific and regulatory frameworks. It is also easily scalable and offers the ability to add new business rules or features.

Can I assign data retention rules in Salesforce Fintech Toolkit?

Yes, Salesforce allows defining how particular customer data is handled and stored. These rules can be then implemented into the platform.

Where is customer data stored?

Data may be stored according to the needs and data policy requirements of the customer. The data can be stored in the secure Salesforce Cloud, as well as on customer premises. AWS, SharePoint, Google Drive and many popular third-party storage options are also supported.

Is a data backup available?

Data backup comes standard with Salesforce. Customers may also configure additional data backups.

Does the Fintech Toolkit integrate with other Salesforce tools? (e.g. Sales Cloud)

Of course! Fintech toolkit easily integrates into other products in the Salesforce ecosystem. However, it also works with other business applications that your organization currently uses.

Can I integrate the Fintech Toolkit with Gmail, Outlook or other communication platforms?

Absolutely. Salesforce effortlessly integrates with most popular business applications, allowing any part of the business process to be directly handled via aforementioned tools.

Can the system generate periodic reports on changes of customer related information?

All data on the platform is available for analysis, allowing it to be presented in different reports. The platform also provides full data change history. All these aspects allow the data to be easily shared with stakeholders and regulator institutions.

Can the tool acquire or exchange data with third-party platforms?

Yes, Salesforce can provide full or partial access to specific data for third-party applications or business systems. If a constant data-link between Salesforce and a third-party platform is required, such integrations can also be developed.

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