Financial Services & Salesforce

Fast. Easy. Smart.

At Incapsulate, we specialize in serving the Financial Services sector. Our team brings together a powerful combination of industry knowledge, innovative thinking, and extensive experience with Salesforce. We offer a range of solutions tailored to meet the unique needs of Insurance and Banking, both now and in the future.

With a team consisting of former industry executives and access to cutting-edge assets built on the Salesforce platform, we are able to design and implement flexible systems that address the specific requirements of today's businesses. Our approach follows the Agile Methodology, allowing us to deliver results quickly and efficiently while minimizing risks.

Discover more about our Financial Services solutions:


Incapsulate LLC


Achieving predictable internal return on your investments in Salesforce

Our deep and broad experience in financial services enables the swift delivery of complete solutions to complex problems that are faced by numerous clients, sharing a commitment to create solutions that connect and strengthen customers and partners.  Having 12 years of experience we have a significant portfolio of intellectual property and pre-built assets that accelerate delivery time frame, lower total project risk, and have proven track records.

Salesforce Platinum Consulting partner

Blaze new trails with the world’s #1 CRM Platform 

As a Salesforce Platinum Consulting partner, we help you evaluate and implement Salesforce centric solutions to meet your business objectives Fast. Easy. Smart.  In today’s technology environment, solutions often require multiple platforms to meet your needs. So Incapsulate is also a certified partner of Vlocity (now Salesforce Industries), Mulesoft, Tableau, Amazon Web Services, Google Cloud, ESRI, Docusign, and Box.  

We’ve tailored our Agile Deployment Methodology to support Salesforce specific implementations, cutting the time to deliver business level functionality to weeks instead of months. Our skills span the full range of Salesforce products as well as through other technology platforms to provide more complete solutions for our clients.  With over 12 years of Salesforce configuration and implementation experience, as of January 2021 we have:

  • 350+ Employees
  • 1100+ Salesforce Certifications
  • 70+  Technical Certifications on other Clouds
  • 4.9 out of 5 Annual Customer Satisfaction Rating in 2023
Incapsulate | Salesforce Platinum Consulting Partner