For Financial Services institutions to remain relevant and grow, they need to become customer-centric organizations

    You want to deliver personalized engagement, proactive advice, and real-time insights your clients expect, but your legacy systems and data silos are getting in the way. Aideo tailors digital transformation solutions to meet your specific needs by leveraging insights acquired through 10+ years in the business and thousands of engagements along with real-world expertise gained across the Financial Services industry. Our experts have been in your shoes — and they have the Salesforce and financial sub vertical expertise to help your organization thrive.

    Our experts will help you maximize your investment across the entire Salesforce Platform, including: Financial Services Cloud, Sales & Service Cloud, and Marketing Cloud by designing transformational experiences for your customers and users while seamlessly integrating with the core and ancillary systems that are critical to your business.

    From facing security and compliance head-on to digging through big data and uncovering audience insights, Aideo’s targeted go-to-market strategies are tailored to your specific goals and designed to help keep your focus on customer and member needs with every interaction.

    Custom Salesforce financial services solutions for your business

    Banking and Lending

    Aideo’s services for banks, credit unions, and lending institutions. Putting your members and customers first in all aspects of your business lifecycle — from promising leads to lifelong relationships.

    Capital Markets

    Aideo’s response to growing needs in investment banking, research, sales, trading, private equity, and equipment leasing. Providing the tools to achieve faster time to market and greater ROI on your implementation, while delivering personalized, data-driven services across all channels.


    Aideo’s expertise in property & casualty and life & annuity for carriers, agencies, and brokers. Streamlining your business operations so you can better manage the client lifecycle from prospect to policy renewal.

    Wealth and Asset Management

    Aideo’s answer for wealth, retail and wholesale asset management needs. Enabling your team to access critical insights, deepen client relationships, and strengthen referrals in competitive markets.

    In working with our team of industry leaders and Salesforce experts, you’ll experience world-class problem solving and solution designing from individuals dedicated to helping your institution excel. We’ll work tirelessly to:

    •    Enhance customer and household visibility
    •    Streamline business management processes
    •    Increase grasp of compliance and financial legalities
    •    Provide security and regulatory best practices
    •    Eliminate paper processes and redundant tasks
    We believe in removing technology roadblocks and improving functionality so you can focus on what matters most — your customers and members.