• Skip to primary navigation
  • Skip to main content
BrightGen
BrightGen
  • About
    • Success Stories
  • Industries
    • Media & Publishing
    • Higher Education
    • Public Sector
    • Travel, Transport & Hospitality
    • Real Estate & Construction
    • Financial Services
    • Energy & Utilities
  • Services
      • Power Ahead with BrightGen

        BrightGen works with customers in three key areas. We implement Salesforce products and solutions to support your digital transformation strategy. We offer ongoing Salesforce management for continuous improvement. We speed up your business processes with bespoke BrightGen solutions built in the Salesforce platform based on sector or challenge.

      • Services Overview
      • Salesforce
      • Strategy and Consulting Salesforce strategy and consulting with a difference Business and technological…
      • Manage Salesforce Find out more about continuously improving Salesforce for your organisation…
      • Implement and Integrate Salesforce Achieve your transformation goals No matter how big or small…
      • Accelerators
      • Manage Ad Sales in Salesforce BrightMEDIA transforms how you sell advertising space – across all…
      • Manage Events in Salesforce BrightFORUM is built on the Salesforce platform to make events…
      • Manage Your Carbon Footprint in Salesforce Salesforce Net Zero Cloud lets you manage your carbon footprint with ease
  • Careers Boost your career within the Salesforce ecosystem at BrightGen – a team of passionate, Bright-minded individuals, where everyone can make a difference.
  • Insights
    • Blog & News Read BrightGen’s blogs to find out our points of view on how Salesforce impacts different industries, more about our employees, and much more!
    • Events
    • BrightGen Resources
  • Contact Ask BrightGen to help with your Salesforce strategy or improve how you use Salesforce.
  • Customer Login
  • Show Search
Hide Search

Financial Services

Make services easy to use to drive customer loyalty

Financial services customers are increasingly tech-savvy, especially as the millennial generation becomes the largest age demographic. For example, 73% of millennials would rather pay through digital pay channels than directly through traditional banks.

Traditional financial services organisations are improving their services by streamlining back-end processes and making systems more efficient. They are removing legacy systems and updating the ways in which they offer their services, removing barriers for the customer to get what they need at speed.


How to digitally transform the customer journey

Start-Up Loans, a subsidiary of British Business Bank, doubled the number of applications it was able to process by making it easier for their customers to use their services.

BrightGen streamlined Start Up Loans’ back-end processes to reduce delays to partnering start ups with delivery partners.

READ THE STORY
Customer Spotlight: Start Up Loans (British Business Bank)

Build out your Salesforce strategy to underpin growth

“BrightGen really knows our organisation just as well, if not better than us.”

Director of CRM Technology

Financial Services Organisation

One of our long-standing customers overcame the barriers to modernisation that commonly affect traditional financial services organisations. By aligning IT and the rest of the business, bringing in leaders from the different business units, this organisation succeeded in making Salesforce a strategic platform to underpin future business growth.

FIND OUT HOW

Set up Salesforce to accelerate change

At BrightGen, we partner closely with you to break down major digital transformation into manageable projects. We can help you:

  • Streamline your lead to cash process, bringing together your business operations onto one platform
  • Improve the experience you offer to your customers, from awareness through to advocacy
  • Enhance visibility of key metrics across any number of business units
CONTACT US

  • Start Up Loans: Part of British Business Bank

The ABC of Sustainability in Financial Services

The Financial Services sector is increasingly prioritising reducing carbon emissions, as customers and investors alike choose to engage with more sustainable companies, and legislation ramps up.

Read our ABC of Sustainability to find out how you could benefit from Salesforce Net Zero Cloud today.

Audit your carbon emissions for buildings and business travel within a few weeks using BrightGREEN – BrightGen’s Quick Start for Salesforce Net Zero Cloud

Begin the journey to Net Zero by taking organisation-wide action on emissions – use real-time dashboards. Leave spreadsheets behind

Control carbon expenditure and involve your teams in achieving the visible milestones to reducing your carbon footprint

LEARN MORE

Subscribe to Financial Services insights

Get the latest insights straight to your inbox. Keep updated on what we’re doing in Financial Services by signing up to our monthly newsletter.

Subscribe

BrightGen

Whether you’re looking at major business transformation or continuous improvement to realise the full potential of Salesforce, BrightGen is the best Salesforce partner to help.

Contact Us

  • 01376 520578
  • [email protected]

What We Do

  • Implementation & Integration
  • Strategy & Consulting
  • Salesforce Service Management

About Us

  • About BrightGen
  • Careers at BrightGen
  • Industries
  • Customer Stories
Subscribe
© BrightGen Ltd 2023, All Rights Reserved

  • Privacy Statement
  • Cookie Policy

Home » Industries » Financial Services