Financial Services

In financial services, relationships, regulation, and revenue are tightly connected. Whether you’re originating deals, managing institutional assets, or driving capital markets execution, legacy systems often hinder growth and transparency. Teardrop AI helps Corporate Finance, Asset Management, Primary Dealer, and Equities firms transform how they sell, market, and manage client relationships. By leveraging Salesforce and AI—including Sales Cloud, Marketing Cloud, Financial Services Cloud, and Data Cloud—we deliver compliant, insight-driven solutions that unify data, accelerate execution, and deepen client trust across the lifecycle.

Sales Transformation

We help financial institutions modernize institutional and enterprise sales functions through:

Compliant pipeline and deal management with Salesforce—ensuring auditability, role-based access, and approval workflows.
Centralized client intelligence, deal context, and engagement history to support coordinated, insight-driven coverage.
AI-powered lead and opportunity scoring, with real-time prioritization based on client behavior and firm-wide activity.
Team-based and territory selling models that reflect complex client hierarchies, coverage roles, and cross-border engagement.

Marketing Transformation

We enable precision marketing that meets the demands of institutional, wealth, and retail clients by:

Deploying Marketing Cloud for personalized outreach, investor communications, and event-driven campaigns.
Leveraging Salesforce Data Cloud to unify client, fund, and transaction data—creating rich segmentation and targeting capabilities.
Supporting account-based marketing (ABM) with tailored programs for LPs, corporates, and trading desks.
Enabling compliant content workflows and integration with specific tools for secure distribution and audit trails.
Tracking ROI, attribution, and engagement metrics to connect marketing activities directly to assets raised, deals won, or mandates secured.

Client Relationship Insights & Intelligence

We help teams gain a complete and dynamic understanding of their client base with:

360° client relationship views, combining CRM, communication history, transactions, and preferences in one place.
Client hierarchy mapping and beneficial ownership discovery, essential for compliance, AML, and coverage modeling.
Sentiment analysis and engagement scoring across digital and human touchpoints.
Cross-sell and white-space opportunity identification across products like FX, structured products, custody, and more.
Einstein AI-based recommendations for relationship expansion, coverage alerts, and retention risk.

Compliant Deal Management & Execution Visibility

Salesforce can be a central platform of record for originating and managing deals—while staying compliant. We deliver:

Custom deal lifecycle frameworks, with approval flows, checklists, documentation tracking, and compliance guardrails.
Integration with data rooms and external systems (e.g. Excel-based models) for smooth pre- and post-deal tracking.
Reporting frameworks that support auditability and internal risk protocols, with dashboards for front-office, middle-office, and legal.

Role-based data visibility and controls, helping firms meet regional regulatory and information-sharing requirements.