Salesforce for financial services, at Summit level.

13+ years on the platform, 450+ specialized professionals, and the first Financial Services Cloud project delivered in EMEA. If your CRM roadmap touches banking or insurance, you are in the part of Salesforce we know best.

30 minutes, no preparation, no commitment.

What and whyGeneric Salesforce skills stop at the FSI door

Financial services is its own cloud

Households, relationships, referrals, compliance events: Financial Services Cloud models them natively. Generic CRM implementations rebuild all of it by hand, badly.

The integration is the project

Core banking, policy systems, onboarding flows: the Salesforce part is rarely the hard part. The connections to your regulated core are.

Marketing and CRM drift apart

Campaigns in one cloud, relationships in another. Without one roadmap, the customer journey splits exactly where it should compound.

AI agents need rails

Agentforce can automate service and sales touchpoints, but in a regulated industry it needs governance and guardrails before it needs enthusiasm.

What VASS doesCRM, marketing, and AI agents on one platform

450+ specialized professionals, 350+ certified, 1,000+ credentials across the Salesforce platform. Numbers verifiable on vasscompany.com.

Financial Services Cloud

Implementations by the team that delivered the first FSC project in EMEA in 2019, with deep banking and insurance practice since.

Sales and Service Cloud

Pipeline, service, and case management tuned to how regulated sales actually work, not to a generic B2B template.

Marketing Cloud

Campaigns and journeys connected to CRM truth: one customer record, one conversation across channels, tied to policy and product lifecycle events, not just campaign calendars.

Agentforce

Governance first: approval gates, audit logs, human-in-the-loop. Then the automation. That is how we prototype and operationalize Salesforce's AI agents. VASS is a specialist launch partner for Agentforce.

Integration architecture

Core banking, policy and claims systems, data platforms, and web channels connected to Salesforce with clean contracts, not point-to-point glue.

Run and evolve

Application management on a retainer after go-live, through our managed operations service: monitoring, releases, and a roadmap that keeps pace with Salesforce's three yearly releases.

CertificationA Summit-level practice

Salesforce Summit Partner · 13+ years · 450+ specialized professionals

ProofFinancial Services Cloud, proven in European banking

First FSC project in EMEA, banks like Crèdit Andorrà among named references

VASS delivered the first Financial Services Cloud project in EMEA in 2019 and counts financial institutions like Crèdit Andorrà among its named Salesforce references on vasscompany.com. The same practice runs insurance implementations: policy systems, claims service, onboarding. Swiss institutions get that playbook with delivery accountability sitting in Liestal.

See the references on vasscompany.com →

Put your CRM roadmap in front of FSC specialists.

30 minutes, no preparation, no commitment. During integration you provide one named technical contact; steady-state operations run without drawing on your team.

Samuel Schmitt
Samuel Schmitt
Head of Sales & Marketing, VASS Switzerland
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