We are Futureform
The Salesforce experts who understand what financial services companies really need.
Industries
We’ve helped some of the UK’s top financial services firms harness the power of Salesforce, and can help you do the same
Unlock tech-led workbenches
Free yourself and your data from legacy applications with a cutting-edge technology stack. Working in the London market and beyond, we empower Broking, Underwriting, Compliance and Claims teams to master everything from automating manual processes to uncovering valuable data insights.
Make better connections and data-driven decisions
Centralise client insights, streamline operations, and make data-driven decisions effortlessly. With Futureform’s Asset Management industry template, gain a unified view of client portfolios, automate client service, and elevate engagement at every touchpoint.
Manage your client information and interactions from one place
You’ll strengthen relationships by bringing a consistent approach to your client onboarding, a full picture of your client’s portfolio across every platform, and boost adviser & back office productivity by automating menial tasks with the Futureform Wealth Management industry template for Salesforce Financial Services Cloud.
Featured Resource:
We helped Chapters Capital enhance their client acquisition with Salesforce.
Simplify deal origination for bigger investment opportunities
We empower Private Equity, Venture Capital, and M&A teams to unlock the full potential of Salesforce for seamless fundraising, investor engagement, and deal management. By centralising relationship tracking and lead management, we help you strengthen connections, optimise capital-raising efforts, and accelerate deal flow.
Join our upcoming Webinar in the Transforming Wealth Management Series
This webinar focusses around Agentforce and OPAL for Goal Based Planning and Consumer Duty in Wealth Management
Register Now
Streamline Your Periodic Review Process with Futureform and Salesforce
Periodic reviews are essential in wealth management, and with Futureform’s Salesforce Wealth Management template, we streamline the process for more efficient, impactful client engagement.
Learn more
The leadership Lounge with Animo Group
Discover the story behind Futureform—meet our co-founders, learn how we began, and explore our mission to drive meaningful change.
Read full story
We deliver change where it's most impactful, when it’s most needed. We’re known for:
Salesforce Summit Partner
Salesforce Financial Services Partner Advisory Board Member
5 Star Client Rating
Contact us
Get in touch to book a demo with one of our experts.