Salesforce for
Financial Services

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Our Leadership built careers delivering success in Financial Services

Our own CEO spent much of his senior career with Santander in a variety of UK board roles.

We have completed projects across the full spectrum of banking, insurance, mortgages, pensions, and online payment services – from multi-national businesses to specialist providers.

Industry Expertise

Capco Partnership

Westbrook is the exclusive Salesforce partner of Capco – combining our expertise in Salesforce platform technology with their intimate industry knowledge in financial services.

Together we offer;

  • End-to-end transformational capability
  • Best practice business process & technology consulting
  • Scalable resources to fit your businesses requirements
  • Senior Advisory Board

    C-Level Executive Insight

    We work with senior advisors who have held C-level positions in some of the largest financial services businesses in the UK.

    They possess a diverse range of experience across Banking, Insurance and Financial Technology – providing Westbrook with their in-depth knowledge of industry trends, challenges & business drivers.

    Combined with leadership team’s experience, our Advisory Board offers a unique perspective in delivering successful business transformation across large financial service organisations.

    Advisory Board Members


    paul Former MD Santander UK with an international portfolio in Retail Banking – with a particular emphasis on customer experience.


    Chairman GB Data Plc,
    Founder & ex-Chairman & CEO SSP,
    Insurance Specialist.


    paul Former Executive Director – Visa International, SVP – MasterCard, Head of Cards – NatWest,
    Digital and Mobile payments ‘Guru’ & Fintech Strategic Adviser.


    Former COO Virgin Money
    & COO A-Plan Insurance,
    Financial Operations Specialist.

    Their professionalism, attention to detail & quality of delivery were critical factors in the success of the project.

    I wouldn’t hesitate to recommend them to other prospective clients looking for a true Salesforce partner in every sense of the word.
    – Scott Bartha, Paysafe

    Industry Solutions

    Westbrook has worked with both large multinational organisations and smaller specialist service providers within the banking industry.

    Across Retail and Business Banking, both challengers and established banks have adopted Salesforce to provide a competitive edge – offer customers a streamlined banking experience that makes managing their finances simple and accessible.

    We work with banks to put the customer at the heart of your business model – providing you with the insight and applications you need to build stronger relationships and convert big data into actionable insight.

    Our Insurance clients value our experience and the depth of our integration knowledge.

    We offer fully connected systems – joining the power of the Salesforce platform with existing financial systems and applications.

    We develop solutions that help your teams collaborate across your operations – from broker teams closing deals faster to service centres quickly managing customer support.

    With increased visibility across business departments, we work to streamline operations- offering a seamless customer experience from sales and contracts, to support and renewals.

    We provide solutions that simplify the complex data & workflow associated with international finance operations.

    Our depth of experience transforming high volumes of data into actionable insight offers our clients the ability to manage their global operations from a single Salesforce system.

    We understand that too much data can create as many challenges as too little – and we work to streamline & silo data to allow clear decisions, historic reporting and in-depth analysis.

    We work with Financial Services technology and payment platforms to connect their systems, applications and processes seamlessly.

    We map out the complex architecture managing financial payments, streamlining operations with automation, and increasing the visibility of data.

    We are expert at building compliance into financial systems – allowing you to offer clients the high level of security & trust Salesforce provides.

    We offer solutions that help you build stronger client relationships.

    Provide your account managers with every detail of your client’s objectives, long term & short term plans, while tracking every interaction they have had with your organisation.

    We automate manual processes and streamline the effort required to proactively manage your business relationships – allowing you to focus your efforts on managing your client’s portfolios.

    Specialist Capability

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    custom application development and design - icon


    reporting and dashboards - icon


    analysis of systems and data - icon


    multichannel customer service - icon


    digital automation and workflow - icon


    automating documents - icon


    Security and permissions - icon

    Security &

    A Sample of our Work in Financial Services

    To learn more about Westbrook clients have seen success using Salesforce, complete the form to the right.

    A sample of our projects will be emailed to the address provided.

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