Financial Services

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Ocean Crm

Turn your team into a deal-winning machine.

When work flows, trust grows. Collaborate in real time, instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere with Financial Services Cloud and Slack.

See how Slack works

When work flows, innovation grows.

Unite your teams with a single, flexible platform that puts the customer at the centre. Make smarter client decisions and get access to better customer insights.

LEARN MORE ABOUT FINANCIAL SERVICES

Build customer trust throughout the financial wellness journey.

CORPORATE & INVESTMENT BANKING

Win more deal mandates with client insights and built-in compliance.

Empower senior bankers, analysts, compliance managers, and group heads to drive deeper client relationships. Manage pipelines, collaborate efficiently across deal teams, leverage internal and third-party data, and ensure information is shared with the right people at the right time.

RETAIL AND COMMERCIAL BANKING

Be the bank your customers trust.

Evolve your banking operations to focus on customer needs and financial wellness. Empower employees to provide seamless experiences across channels.

Learn more about Banking

INSURANCE

Deliver customer-centric insurance experiences.

Embrace the industry’s digital imperative with omni-channel engagement, agile product innovation, and automated processes. Quote and issue policies, transact service requests, and adjudicate claims all from a single cloud platform.

Learn more about Insurance

Learn more about trends in financial services.

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WEALTH & ASSET MANAGEMENT

Build better relationships with a customer-centric approach.

Deliver the memorable and personalised experiences clients expect. Offer proactive advice, goal-based planning, strategic opportunities, and guidance all from a single, connected platform.

Learn more about Wealth & Asset Management

MORTGAGE & LENDING

Lend confidence to every big financial decision.

Streamline the loan application process across all systems and channels. Deepen borrower relationships with a complete view of their finances, and inspire trust with an approach built for open collaboration.