The site (formerly Gerent.com) is transitioning to a new look as we integrate with TELUS Digital. Thank you for your patience!

Financial Services Practice

Empower your financial organization with enhanced data visibility, improved customer relationships, and more efficient case management using Salesforce Financial Services solutions.

Let’s connect

Areas of expertise

Banking & Lending

Financial Services Cloud gives you a 360° view of your customers, anticipates customer and member needs, and surfaces applicable products and services at the right time.

Commercial Banking

Digital Account Opening & Onboarding
Treasury & Cash Management
Digitization of Annual Reviews & Client Planning
Lending & Loan Origination
Sales Forecasting & Profitability Measurement
Segmentation & Coverage Management

Retail Banking

Branch Management
Contact Center Servicing
Data Analytics & Integrations
Marketing Preference Management
Centralized Activity Tracking
Coaching & Performance Management

Mortgages & Lending

Mortgage Pre-Approval Processing
Digital 1003/URLA Data Collection
Automated Credit Risk Analysis
Integration with Loan & Mortgage Origination Systems
Collateral & Document Management Integration
Obligor, Guarantor, and Co-Signer Management

Capital Markets

Developing cutting-edge solutions is within reach. Connect with a Salesforce implementation partner who matches your ingenuity and delivery excellence track record.

Trade Entry & Management
Call Reports & MNPI Tracking
Regulatory & Compliance Reporting
Liquidity & Risk Management
Legal & Credit Hierarchy Tracking
Pipeline Forecasting & Profitability Measurement
Investor & Fund Tracking

Wealth & Asset Management

Wealth managers can leverage Salesforce’s analytics toolset to predict market trends, map future models, and proactively anticipate client needs.

Wealth Management
Aggregated Client Householding
Digital Appointment Scheduling
Guided Onboarding and Account Opening
Financial Customer 360
Capture Risk and Investment Preferences
Track Life Events and Goals

Hundreds of satisfied customers

We really do see TELUS Digital as an extension of our internal team. Every time we needed to ask them to come onto a call because we weren’t sure how to proceed with the build, they were there for us.

Hong Thai

CRM Manager, Steinbach Credit Union

What we do

Harness Salesforce to deliver personalized client journeys while driving measurable business outcomes. From streamlining onboarding and improving compliance to enabling smarter cross-sell and upsell opportunities, we tailor solutions to the unique needs of the financial industry. Our team aligns technology, data, and processes to help you deepen client relationships and accelerate growth in a competitive market.

Accelerate digital transformation

Legacy systems and fragmented workflows can slow down even the most forward-thinking financial institutions. With our Salesforce Financial Services Cloud expertise, we streamline operations and centralize data to create a single source of data across your organization. This enables faster, smarter decision-making, reduces manual processes, and positions your institution for scalable growth. By modernizing your processes, we help you turn complex operations into efficient, automated workflows that deliver immediate business impact.

Enhance client engagement & Retention

Technology is only valuable when it drives tangible business results. Our approach ensures your Salesforce implementation delivers measurable outcomes, from optimized workflows to increased user adoption. We tailor Salesforce to your unique financial services needs, helping your teams leverage insights to reduce risk, improve operational efficiency, and uncover new revenue opportunities. With our guidance, your Salesforce investment becomes a strategic engine for growth, rather than just another system to maintain.

Maximize ROI from Salesforce Investments

Why choose us?

Our team consists of Salesforce and financial services industry veterans, all of whom have extensive experience in digital solutions and operational problem-solving. Choose us to execute your Salesforce implementation, and we’ll construct a tailor-made solution that fits like a glove.

We’ll take the time to understand your unique business

We’ll build you a sustainable and scalable solution

We’ll collaborate with you every step of the way