Q1 2024

SME News Q1 2024 / 18 Impactful Salesforce Implementation for Financial Services Futureform is a boutique Salesforce consultancy offering services to clients across Asset Management, Specialty Insurance, Private Equity, and Wealth Management. Futureform exclusively serves financial services companies, helping them to maximise their investment and transform their businesses through the smart application of Salesforce. Futureform has led numerous Salesforce implementations, integrating its services seamlessly into clients’ businesses to create impactful change. For its results-driven services, we have bestowed Futureform with this year’s award for Best Financial CRM System Solutions Enterprise. Established in 2019 by co-founders Barney Haywood and Brian Doogan, Futureform are experts in the seamless application of Salesforce for Financial Services. After working with Siebel for several years, Barney discovered Salesforce and became captivated by the potential it had to fuel the growth of businesses. He began his career as a Salesforce consultant in the UK and US, working with many renowned Wealth Managers, Asset Managers, and Private Equity firms. Brian Doogan has dedicated his career to leveraging technology to find creative solutions to clients’ business problems. Years after beginning his consulting career in NYC, Brian joined forces with Barney and together they established Futureform. Salesforce - the world’s leading customer relationship management (CRM) system - offers a suite of products that focus on analytics, customer service, e-commerce, marketing automation and sales. Futureform empowers clients to use Salesforce to automate tasks and processes, share relevant insights, and develop exceptional customer experiences. The consultancy specialises in simplifying the Salesforce process and helps clients to leverage the platform in impactful ways to optimise their business performance. The Futureform team utilises their financial services expertise to support clients across the Asset Management, Insurance, Private Equity, and Wealth Management sectors. The consultancy offers proprietary industry templates that help clients save significant time (up to 70%) on their Salesforce implementation, drive user adoption and maximise their investment in the platform. The experienced team possesses a thorough understanding of the needs and challenges facing businesses in the financial services markets, combining their industry expertise and technical knowledge to help clients get the most out of Salesforce. On her experience, Sarah Oglesby, Onboarding Director at Lawsons Network, shares, “When the [Wealth Management] template was presented to me, it had already covered many of the elements we were looking for. As far as implementation, it meant we could work with the Futureform team to get up and running much faster than if we started by just using Salesforce and trying to adapt it to meet our needs. The team is knowledgeable, professional, and technically proficient … The communication and collaboration with Futureform has been superb from my perspective, but from the wider team's perspective, they speak their language.” Futureform is honoured to have been selected to be part of Salesforce’s Financial Services Partner Advisory Board. The consultancy offers a unique EMEA (Europe, Middle East, and Africa) perspective on Salesforce’s Financial Services Cloud product as the platform continues to evolve to meet the changing needs of clients around the world. In the next five years, Futureform aims to simplify and streamline its consulting process to provide a seamless implementation experience for its clients. As Salesforce continues to evolve, Futureform will remain a trusted partner dedicated to understanding the needs of its clients within the financial services industry. It is the consultancy’s overarching goal to create a lasting impact on clients’ businesses with innovative solutions that offer sustainable results over time. Its expert team is dedicated to ensuring clients have a streamlined experience and are able to transform their businesses through the intelligent application of Salesforce. Moving forward, Futureform will continue to integrate its comprehensive services into clients’ businesses to nurture their professional growth. For its rigorous implementation services, Futureform has received our award for this year’s Best Financial CRM System Solutions Enterprise. Contact: Barney Haywood Email: info@futureform.uk Company: Futureform Web Address: https://futureform.uk

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