Financial Services

We are experienced in Sales Cloud, Service Cloud, Einstein Analytics, Pardot, CPQ as well as various integrations and migrations in the Financial Services Industry.

Our Services

  • Personalise your outreach and insight for clients to build better, long-term client relationships.

  • Convert more leads and identify new opportunities in real time.

  • Collaborate securely about key deals and ensure that your customer data is protected.

  • Increase advisor productivity and streamline customer engagements.

Our Customers

Our Financial Services Expert

At Pracedo, we have experts who keep up to date with developments in the sector and train all our consultants on the specific business needs of your industry.

Customer Success

International Alert #PowerUp! with Pracedo

International Alert are a non-profit organisation who work with people directly affected by conflict to build lasting peace. They were using Salesforc...

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ukactive #PowerUp! with Pracedo

ukactive encourages people to be more active, more often. They provide services and facilitate partnerships from multinational giants to local volunta...

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Messagebird #PowerUp! with Pracedo

Messagebird makes communication between your team and your customers as simple as possible. They have been revolutionising the communication industry ...

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