Salesforce for FinTech

FinTech companies scale rapidly, operate in highly regulated markets, and rely on efficient digital processes to sustain their growth.

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Trusted by leading brands
FinTech Challenges

We Understand Your Challenges

Rapid growth without an operational structure
Scaling clients, partners or integrations without a structured model to support rapid, regulated growth.
Fragmented data across teams and systems
Information dispersed across marketing, sales, product and operations within a data-driven business.
Manual processes in digital environments
Dependence on manual tasks that limit speed, time-to-market and operational efficiency.
International scalability and regulatory compliance
Adapting to new markets, regulations and business models without losing operational control.

Our solutions
for FinTech

At redk, we design and implement scalable CRM solutions that streamline sales, service and renewal processes, automate key workflows and enhance traceability and compliance.

Scalable Processes with Control

We structure commercial and operational processes within a single platform designed to scale with control and traceability.

360° Customer Visibility

We centralise information into a 360° view of the customer or partner to improve decision-making and performance.

Workflow Automation at Scale

We automate key workflows to reduce operational workload, free up strategic capacity and enhance the customer experience.

Scalable CRM Architecture

We design scalable CRM architectures that enable growth across markets and verticals with global visibility.

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Salesforce Services

Agentforce
Empowers businesses with autonomous AI agents that handle specialised tasks, learn from data, and engage with customers to boost efficiency and performance.
Agentforce Marketing
Deliver the right message at the right time to your customers through intelligent marketing automation that adapts to behaviour and improves engagement and conversions.
Agentforce Sales
Leverage your CRM data to launch smarter, automated marketing campaigns that reach your audience more effectively and drive meaningful results.
Agentforce Service
Build seamless end-to-end engagement from anywhere to exceed customer expectations and create memorable, connected experiences.
Financial Services Cloud
Unify banking, wealth, and insurance data to give service teams a complete client view and deliver smarter, more trusted experiences.
Consumer Goods Cloud for Retail Execution
Connect reps, retailers, and real-time store data to optimize visits and deliver excellent, high-impact in-store experiences.

Hear From —
Businesses That Trusted redk

PayRetailers: Automation and Data Centralisation to Drive Growth

PayRetailers partnered with redk to implement Salesforce Sales Cloud and Marketing Cloud, consolidating customer data, automating campaigns, and aligning marketing and sales teams through a scalable digital ecosystem designed to support sustainable growth.

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AltamarCAM: CRM for a Faster, more efficient Service

AltamarCAM partnered with redk to migrate and unify its CRM platforms into Salesforce, achieving centralised data management, greater operational efficiency, and more personalised client service. The transformation leveraged Sales, Service and Marketing Cloud, with Agentforce playing a key role in driving agility and service quality.

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TIME Investments: From Manual Processes to Unified Salesforce CRM

TIME Investments partnered with redk to modernise their CRM infrastructure, centralise data, automate processes, and improve collaboration across sales, marketing, and customer service, enabling predictable returns and stronger client relationships.

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Acuris: Building a Unified CRM Ecosystem for Global Growth

Acuris partnered with redk to consolidate its CRM landscape, align technology with business strategy, and empower teams worldwide with a single source of truth, driving efficiency, customer intelligence, and sustainable growth.

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Colliers: Optimising Business Processes through Digitalisation

Colliers partnered with redk to streamline their operations and enhance customer management by implementing Salesforce Sales Cloud. The collaboration delivered global data centralisation, automated processes, and improved reporting capabilities - boosting productivity, visibility, and customer satisfaction across the organisation.

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Tangible Results:
400+ Success Stories

The redk Advantage:

As a specialised consultancy exclusively in CRM and Customer Experience, our team delivers senior-level expertise with a focused, agile approach, ensuring your AI strategy is not just implemented, but thrives.

Senior & Experienced Team
Dedicated Engineering Capabilities
Deep Business Knowledge
Long-Lasting Relationships

Schedule a free Consultation with Experts

Book a 30-minute consultation call with a Salesforce expert. We will review your current situation, identify bottlenecks, and provide actionable advice to optimize your CRM strategy.

Why redk?

  • Awarded Top Projects Partner ESMB 2022
  • Salesforce Consulting Partner since 2020
  • 20+ Years of experience in consulting and engineering
Collaborating with redk has enabled us to transform our service and operating model, consolidating processes into a single, more efficient platform. We have managed to reduce the operational workload of our internal team and improve the customer experience. Launching this project has been an essential step towards more agile, scalable and value-focused management.

Soterraña Sanz
‍Executive Director IT at AltamarCAM

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