Banking and Beyond

Subida Solutions is passionate about elevating both the customer journey and the Salesforce user experience.

Ready to achieve more with your Salesforce investment?

Banks & Credit Unions

We use Salesforce to help banks and credit unions streamline operations, enhance customer engagement, and ensure compliance with industry regulations. From automated workflows to seamless customer insights, we optimize your customer relationship management (CRM) solution to improve efficiency, member satisfaction, and revenue growth.

Mortgage & Lending

Our Salesforce solutions empower mortgage lenders and loan officers with automation, lead management, and end-to-end visibility into the lending process. We help you reduce processing times, improve borrower experiences, and stay ahead of regulatory requirements.

Wealth Management

We equip wealth management firms with the tools needed to deliver personalized client experiences, automate portfolio tracking, and enhance compliance. Our Salesforce solutions provide a 360-degree view of client relationships, helping your advisors deepen trust and drive long-term success.

Nonprofits

We enable nonprofits to elevate impact by leveraging Salesforce for donor management, program tracking, and engagement. Our Salesforce solutions can help you amplify your fundraising efforts, streamline volunteer coordination, or fine-tune reporting dashboards to help your organization thrive.