Case Study: Transamerica Financial Network achieves companywide CRM adoption and deeper client relationships with Salesforce Financial Services Cloud

With Financial Services Cloud, Transamerica Financial Network deepens its client relationships

Transamerica Financial Network (TFN), a Georgia-based marketing organization within Transamerica that supports some 60,000 independent agents and advisors, needed to modernize its CRM, consolidate fragmented data and processes, and strengthen lifelong client relationships while attracting a younger, more diverse field force.

TFN rolled out Salesforce — Financial Services Cloud plus Community Cloud, Service Cloud, Einstein Analytics and AppExchange integrations — migrating 29,000 agent records and completing companywide adoption in 12 weeks. Paired with Trailhead training, a public leaderboard and an Innovation Zone, the platform delivered richer customer data, personalized client journeys, faster service and stronger recruiting and engagement across the network.

Transamerica

John Joseph

Vice President, Managing Director