Scale up quickly to provide loan relief, timely financial guidance, and faster processing of insurance claims.

With Financial Services Cloud, features for banking, lending, insurance, and wealth management help you put customers at the centre of every interaction. You can also rapidly respond to small businesses and families in economic need, providing a wide range of assistance faster than ever before.

  • Deliver experiences that drive client loyalty

  • Deepen and grow your book of business

  • Work smarter and maximise every hour

  • Address regulatory compliance with confidence

Deliver experiences that drive client loyalty.

Use sharp client insights and engagement tools to deliver personalised advice anytime, anywhere. With valuable alert reminders, you can wow clients at the right moments as you collaborate on their financial goals.

Deepen and grow your book of business.

Benefit from more visibility into existing household opportunities and get a holistic view of managed and held away assets. Plus, with the ability to track referrals from Centres of Influence, you can transform your client base into an active referral network

Work smarter and maximise every hour.

Instantly access all of your client data in one central location so you can spend less time on administrative tasks, and more time focusing on client relationships. With a customisable mobile app, advisors can maximise every hour in the office or on the go.

Address regulatory compliance with confidence.

Drive repeatable and visible collaboration across the entire firm. Help manage compliance with access to secure client and household profiles. Plus, you can instantly see who interacted with each client, as well as the information that was shared.

Want to give clients smarter advice? Meet Salesforce Einstein.

Introducing artificial intelligence that uses predictive scoring to recommend the best next steps to meet specific financial goals. Intelligently automate routine tasks and spend more time with clients. Built into Salesforce, it just works. Now, that’s smart.

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Work with us

We're currently hiring, and if you choose to join our team, you'll experience a welcoming culture with a strong focus on work-life balance, employee satisfaction, education, and actively encouraged progression.

Join Our Team

Customer Success Stories

Ad Valorem

Ad Valorem

Ad Valorem is one of Milton Keynes' leading chartered certified accountants. The award winning firm has a strong reputation for providing innovative solutions and financial advice. Watch Alex Combes - Head of Operations at Ad Valorem, discuss his experiences with us.

Digital Transformation Service Scotland

Digital Transformation Service Scotland

The Digital Transformation Service is a vital part of the Scottish Public Sector that helps other organisations in Scotland deliver user-centred services. Watch Liz Craig - Service Owner at DTS, discuss her experiences working in partnership with Bluewave.

Scottish National Investment Bank

Scottish National Investment Bank

The Scottish National Investment Bank is Scotland’s first development investment bank, wholly owned by the Scottish Ministers on behalf of the people of Scotland. Watch Stuart McLaughlin - Head of IT for the Bank, discuss his experiences with Bluewave.

Facilitating a Large-Scale Digital Transformation for Ad Valorem

Facilitating a Large-Scale Digital Transformation for Ad Valorem

Ad Valorem engaged Bluewave to replace their existing systems with a large-scale, Salesforce powered, digital solution in order to revolutionise the way that their sales and marketing teams enhanced customer experience, managed leads and oversaw opportunities.

Baldwins & Co

Baldwins & Co

In this testimony, Baldwins & Co discuss their experience working with Bluewave to implement a large scale release of their platform across the UK.

Majestic Wine

Majestic Wine

Majestic Wine plc is the United Kingdom's largest specialist retailer of wine. In this testimony they outline why they chose platinum partner Bluewave Technology to implement Salesforce in their commercial division

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What We Do

Since 2010 , Bluewave has been leading the wave of digitally transforming British and Irish organisations. As an established Salesforce partner, we can help your organisation grow and achieve its business goals through the effective design, development and delivery of Salesforce products, tailored for your unique needs.

Salesforce Clouds
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    Sales Cloud

    We have over 10 years experince of delivering the core CRM solution within the broad Salesforce ecosystem

    Sales Cloud
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    Service Cloud

    Our clients are delivering exceptional customer service as a result our wide range of Service Cloud deployments

    Service Cloud
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    Marketing Cloud

    Our clients are reaching existing and potential new clients in a wide variety of ways using the Marketing Cloud platform

    Marketing Cloud
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    Experience Cloud

    We have delivered a vast array of customer facing environments for our clients, all enabled by Experience Cloud

    Experience Cloud
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    Tableau Analytics

    Following the Salesforce acquisition of Tableau, we enable our clients unlock the power of their data, empowering their decisions

    Tableau Analytics
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    Financial Service Cloud

    Supercharge advisor productivity to focus on client needs with Financial Services Cloud

    Financial Service Cloud
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    Revenue Cloud

    Go beyond single sales to create recurring revenues with CPQ & Billing on the #1 CRM platform

    Revenue Cloud
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    Education Cloud

    We have worked with many Higher Education clients as part of their Digital Transformation utilising Education Cloud

    Education Cloud
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    Nonprofit Cloud

    Implementing The Nonprofit Success Pack across our Not for profit clients has unlocked huge fundraising opportunities them

    Nonprofit Cloud
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    Net Zero

    The Net Zero Cloud is starting to gain traction as our clients begin the task of tracking and understanding their emissions data

    Net Zero
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    Einstein AI

    We are assisting our clients in understanding how artificial intelligence can turn their customer data into business insights with powerful Salesforce Einstein ai software

    Einstein AI
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    Heroku

    Engage customers digitally to launch their next great adventure. Create amazing apps, fast, with help from Salesforce and Bluewave

    Heroku
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    Slack

    Our clients have embraced the deep collaboration available with slack and its native integration to the entire ecosystem.

    Slack
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    Mulesoft

    We assist our clients in leveraging all their data sources to gain deeper and more useful insights

    Mulesoft