Banking, lending & wealth management: 8 Salesforce partners to consider
Eight Salesforce partners for Banking, lending & wealth management: Zennify, Mphasis Silverline, Atrium, CloudSmiths, Deloitte Digital, NTT DATA /…
Advisor workflows, onboarding, relationship intelligence and regulated servicing.
| Agency | HQ | Evidence |
|---|---|---|
| Zennify | Sacramento, California, USA; origins in Meridian, Idaho | Sector offering |
| Mphasis Silverline | New York City, USA (Silverline); Mphasis is Bangalore-headquartered | Published relevant offering |
| Atrium | Bozeman, Montana, USA | Published relevant offering |
| CloudSmiths | Johannesburg, South Africa (directory listings) | Named case |
| Deloitte | London, UK (DTTL); services delivered by member firms | Broader practice fit; exact evidence pending |
| NTT DATA / Apisero | Apisero was based in Chandler, Arizona; NTT DATA is headquartered in Tokyo | Broader practice fit; exact evidence pending |
| TELUS Digital (formerly WillowTree) | TELUS Digital; the mobile practice (WillowTree) is based in Charlottesville, Virginia | Published relevant offering |
| EMPAUA | Berlin, Germany; offices also in Frankfurt, Munich, Madrid and Zürich | Published relevant offering |
Shortlisted
Zennify
Financial-services Salesforce specialization.
HQSacramento, California, USA; origins in Meridian, Idaho
Founded2013 (Built In); 2012 per Datanyze
TeamAbout 215 (Built In, Datanyze)
Named clientsNot stated on the pages we checked
Partners & badgesSalesforce Certified Platinum Partner (Idaho Business Review, 2020); Salesforce Ventures investor; Salesforce and nCino partner
Services
What stands out
- Financial-services Salesforce specialization.
- Published financial-data / integration practice.
- Dedicated Salesforce–Databricks integration offering.
Research before choosing
- Request a recent comparable production reference, proposed delivery team, regional coverage and measurable outcomes. Published collateral supports relevance, not an independently verified quality/outcome ranking.
- Verify current contracting entity, delivery location, named team and comparable references.
- Request a comparable client reference and confirm the delivery team
Source: Sector offeringFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
Mphasis Silverline
Published financial-services / healthcare / media practice.
HQNew York City, USA (Silverline); Mphasis is Bangalore-headquartered
Founded2009 (Silverline); Mphasis founded 1998
Team400 to 500+ (Mphasis release, LinkedIn)
Named clientsNot stated on the pages we checked
Partners & badgesSalesforce Summit Partner (Mphasis release); acquired by Mphasis in October 2023 for about $132 million (reported)
Services
What stands out
- Published financial-services / healthcare / media practice.
- Health Cloud practice and healthcare references.
Research before choosing
- Request a recent comparable production reference, proposed delivery team, regional coverage and measurable outcomes. Published collateral supports relevance, not an independently verified quality/outcome ranking.
- Verify current contracting entity, delivery location, named team and comparable references.
- Request a comparable client reference and confirm the delivery team
Source: Published relevant offeringFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
Atrium
Homepage screenshot pending
Published industry / data / AI offering.
HQBozeman, Montana, USA
Founded2018 (one profile)
Team200 to 250 (Built In, FoundHQ)
Named clientsNot stated on the pages we checked
Partners & badgesSalesforce partner covering analytics, AI and machine learning on the platform
Services
What stands out
- Published industry / data / AI offering.
- Published Salesforce/Snowflake data-sharing architecture.
- Data 360 practice includes Databricks interoperability.
Research before choosing
- Request a recent comparable production reference, proposed delivery team, regional coverage and measurable outcomes. Published collateral supports relevance, not an independently verified quality/outcome ranking.
- Verify current contracting entity, delivery location, named team and comparable references.
- Request a comparable client reference and confirm the delivery team
Source: Published relevant offeringFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
CloudSmiths
Standard Bank sales/service implementation.
HQJohannesburg, South Africa (directory listings)
Founded2014 (as a Salesforce partner); merged with Ideas Incorporated in 2016
Team200+ (self-reported)
Named clientsNot stated on the pages we checked
Partners & badgesSalesforce Platinum Partner (trade press); part of DVT; later merged with DotModus
Services
What stands out
- Standard Bank sales/service implementation.
- Discovery Health Salesforce implementation.
- SEACOM sales and onboarding implementation.
Research before choosing
- Request a recent comparable production reference, proposed delivery team, regional coverage and measurable outcomes. Published collateral supports relevance, not an independently verified quality/outcome ranking.
- Verify current contracting entity, delivery location, named team and comparable references.
- Request a comparable client reference and confirm the delivery team
Source: Named caseFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
Deloitte
Research candidate for banking, lending & wealth management: business transformation and implementation.
Before you choose: Request a recent comparable production reference, proposed delivery team, regional coverage and measurable outcomes. Obtain specific product/workflow proof before treating this as a validated shortlist.
HQLondon, UK (DTTL); services delivered by member firms
Founded1845
TeamAbout 470,000 people (FY2025, third-party); 150 countries and territories
Named clientsNot stated
Partners & badgesDTTL and each member firm are legally separate entities
Services
Best at
- Integration of enterprise systems with business process
- Technology, AI and data programmes
- Programmes that involve substantial organisational change
Also offers
- Audit and assurance
- Tax
- Consulting and risk
- Cyber
- Strategy and transactions
Source: Broader practice fit; exact evidence pendingFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
NTT DATA / Apisero
Research candidate for banking, lending & wealth management: integration and multi-cloud delivery.
Before you choose: Request a recent comparable production reference, proposed delivery team, regional coverage and measurable outcomes. Obtain specific product/workflow proof before treating this as a validated shortlist.
HQApisero was based in Chandler, Arizona; NTT DATA is headquartered in Tokyo
FoundedApisero founded 2016
TeamAbout 2,100 added at the 2022 acquisition; about 4,000 consultants in the combined practice (2024 post)
Named clientsNot stated on the pages we checked
Partners & badgesNTT DATA acquired Apisero in 2022; the brand became NTT DATA Salesforce & MuleSoft Services in April 2024
Services
Best at
- Salesforce and MuleSoft integration consulting
- MuleSoft work with 1,500+ certified consultants at the acquisition (company-reported)
Also offers
- Wider NTT DATA IT and business services
Source: Broader practice fit; exact evidence pendingFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
TELUS Digital (formerly WillowTree)
Published industry / implementation practice.
Before you choose: Request a recent comparable production reference, proposed delivery team, regional coverage and measurable outcomes. Published collateral supports relevance, not an independently verified quality/outcome ranking.
HQTELUS Digital; the mobile practice (WillowTree) is based in Charlottesville, Virginia
FoundedWillowTree founded 2007-2008; acquired by TELUS International (deal announced Oct 2022)
TeamWillowTree: 1,000+ employees at the 2022 deal (press)
Named clients600+ clients, including Marriott, Charles Schwab, PepsiCo, Airbnb, Google, Microsoft
Partners & badgesAWS, Google, Microsoft Azure, Salesforce and others listed as partners
Services
Best at
- Enterprise consumer mobile apps
- Digital product design and engineering
- Generative AI platform (Fuel iX)
Also offers
- Customer experience services
- Trust and safety
- AI data services
Source: Published relevant offeringFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
EMPAUA
Homepage screenshot pending
Published fintech / high-tech CRM practice.
HQBerlin, Germany; offices also in Frankfurt, Munich, Madrid and Zürich
Founded2014
TeamAbout 60 (2021 CEO interview); directory says 50-249
Named clientsNot stated on the pages we checked
Partners & badgesDescribed as a Salesforce Gold Partner
Services
What stands out
- Published fintech / high-tech CRM practice.
Research before choosing
- Request a recent comparable production reference, proposed delivery team, regional coverage and measurable outcomes. Published collateral supports relevance, not an independently verified quality/outcome ranking.
- Verify current contracting entity, delivery location, named team and comparable references.
- Request a comparable client reference and confirm the delivery team
Source: Published relevant offeringFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
How this shortlist was made: partners were assessed on category-specific evidence, based on public sources, mainly provider sources. A service page establishes a capability claim, not independently verified delivery quality. Team quality and comparable client references still need checking before selection. Reviewed 23 October 2026. The order is not a ranking. See How We Choose.
How to choose
- Ask for a reference with the same scope, and the same platform version where it applies.
- Confirm who will deliver the work and where they are based.
- Agree what is in scope: setup, integration, training and ongoing support.
- Check the partner's current Salesforce partner profile and any Salesforce recognition, then read the evidence link on its card.
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