The financial services industry is undergoing a rapid digital transformation, and AI-powered CRM solutions are at the forefront of this change. Enterprises today need more than traditional customer management—they require intelligent, predictive, and personalized engagement. Wipro, in partnership with Salesforce, enables banks, insurers, and capital market firms to achieve this through Salesforce Financial Services Cloud, Agentforce, Data Cloud, and nCino Loan Origination System, supported by Wipro’s consulting expertise and AI-driven frameworks.

Consulting-Led Approach with Intelligence at the Core

Our consulting-led approach leverages predictive analytics to anticipate customer needs, reduce churn, and identify cross-sell opportunities. Conversational AI, including chatbots and virtual assistants, ensures round-the-clock support, while Agentic AI introduces autonomous CRM agents capable of executing multi-step plans for proactive relationship management.

By automating critical processes like onboarding, KYC, and compliance checks, we help institutions boost operational efficiency and deliver real-time, context-aware interactions. 

Wipro Intelligence™: Powering the AI-First Future

Wipro Intelligence™ is our unified suite of AI-powered platforms, solutions, and transformative offerings, designed to help BFSI organizations unlock measurable value. Combined with Salesforce capabilities, this suite enables institutions to deliver hyper-personalized experiences, accelerate time-to-market, and drive operational excellence.

Unlocking Measurable Value in an AI-First World

With proven frameworks and domain expertise, Wipro’s Salesforce Practice empowers BFSI organizations to unlock new revenue streams, achieve conversion rates up to 20x higher, and deliver truly personalized experiences in an AI-first world.

Our expertise spans banking, capital markets, finance, and insurance, helping companies unlock new opportunities through Salesforce and proprietary solutions like Wipro’s Intelligent Wealth Advisor Agent. This unique blend enables institutions to deliver the truly personalized services customer’s demand. In insurance, our solution architects enhance the entire policy lifecycle with a single, comprehensive view of each policyholder, enabling agents, brokers, and service reps to provide holistic, goal-based advice that puts clients at the center of everything.

End-to-End Transformation

From strategy to post-implementation, Wipro guides enterprises through every phase of transformation —digitizing deal flows, streamlining communication, and driving exceptional customer experiences. Our global portfolio of Salesforce-based solutions is built on 19+ years as a top Salesforce partner, deep banking domain expertise, and a suite of accelerators that speed time-to-market. With proven frameworks and unique products, Wipro helps organizations unlock the true, measurable value of their Salesforce investments.