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Salesforce Clouds Managed Under GIMS for BFSI
GIMS provides end-to-end managed services across Salesforce platforms used in BFSI environments.
Salesforce Financial Services Cloud (FSC)
Sales Cloud
Service Cloud
Experience Cloud
Marketing Cloud
Salesforce Data Cloud
Each cloud is managed with BFSI governance, security controls, integrations, and SLA-backed support.
What GIMS for BFSI Manages
What GIMS for BFSI Manages
Org health monitoring and optimization
User, role, profile, and permission management
FSC object governance (households, financial accounts)
Sandbox and environment strategy
Release readiness and seasonal upgrade handling
Continuous Enhancements & Development
Apex, LWC, Flow, and automation support
BFSI-specific customizations
UI/UX improvements for RMs, agents, and ops teams
Controlled change and deployment management
BFSI Process Automation
Lead-to-loan lifecycle automation
KYC and customer onboarding workflows
Case, service, and complaint orchestration
Policy servicing and claims workflows
Compliance, Security & Risk Management
Role-based access and data controls
Field-level security, encryption, and masking
Audit-ready logs and monitoring
Alignment with RBI, SEBI, IRDAI, GDPR-ready frameworks
Integration & Data Operations
Core banking, LOS/LMS integrations
Payment gateways and third-party platforms
Secure API and middleware support
Data quality and synchronization monitoring
SLA-Based Support & Incident Management
Proactive issue detection
Ticket-based support with defined SLAs
Incident, change, and release management
Performance and availability monitoring
What Salesforce Managed Services with GIMS Delivers
Faster turnaround on enhancements and change requests
Reduced Salesforce downtime and incident recurrence
Improved platform stability during peak business periods
Predictable releases with minimal business disruption
Stronger compliance posture and audit readiness
Better adoption across sales, service, and operations teams
What’s Include in the GIMS Bundle
Included
Capabilities
- Unified customer data management
- Real-time transaction and activity monitoring
- Automation and next-best-action enablement
- Integrated compliance and reporting
Salesforce Clouds & Integrations
- FSC, Sales, Service, Experience, Marketing, Data Cloud
- Core banking, LOS/LMS
- KYC, payments, and risk systems
- One third-party integration
Optional Managed Add-Ons
- Advanced compliance and audit automation
- Salesforce Data Cloud enablement
- AI & intelligence layer (Einstein use cases)
- Experience Cloud accelerators
- Performance and scalability optimization
The GIMS difference, Outcome-first industry cloud
GIMS Model Lifecycle
GIMS offers end-to-end lifecycle, designed to deliver continuous value across your Salesforce ecosystem.
Step 1
Salesforce Solution Coverage
Managed Salesforce clouds aligned to BFSI use cases.
Step 2
Integration Management
Ongoing support and monitoring for core and third-party systems.
Step 3
Data & AI Enablement
Managed data operations, reporting, and AI use cases.
Step 4
Continuous Operations & Optimization
Continuous administration, monitoring, compliance, enhancements, and optimization.
Engagement Models
Dedicated Salesforce Pod
Monthly Retainer Model
Hybrid Support + Enhancements
24×7 Support for Critical Systems
Plans
GIMS Starter
BFSI Essentials
GIMS Growth
BFSI Plus
GIMS Enterprise
BFSI Advanced
GIMS for BFSI Is Ideal For
Retail & Corporate Banking
Lending (Retail, MSME, Corporate)
Insurance Sales, Servicing, & Claims
Fintech Platforms and Digital Banking
Contact Centers & Customer Service Teams
Wealth & Relationship Management
Why BFSI Teams Choose GIMS
Success stories
Stabilizing Salesforce for Omnichannel Retail Operations
A large omnichannel retailer partnered with GIMS to manage Salesforce across sales, service, and digital channels. Our managed services ensured platform stability during peak sale periods while supporting continuous enhancements across online and in-store experiences.
Modernizing Customer Service for Large-Format Retail
A national large-format retailer leveraged GIMS to manage Service Cloud and Experience Cloud for customer support and store operations. With SLA-driven support and proactive monitoring, service efficiency improved without disrupting store-level operations.
Scaling Salesforce for High-Growth D2C & Franchise Retail
Head of Digital & Customer Platforms
Retail Chain Business
Let’s talk
Whether you run Financial Services Cloud or a complex multi-cloud Salesforce ecosystem, GIMS for BFSI ensures your Salesforce platform remains secure, compliant, stable, and future-ready.