Icreon: Financial Services | Data Cloud | Marketing Cloud | Service | Agentforce - Icreon - AppExchange
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Icreon: Financial Services | Data Cloud | Marketing Cloud | Service | Agentforce
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 9
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 25
  • Year this company was founded Founded 2000
Icreon: Financial Services | Data Cloud | Marketing Cloud | Service | Agentforce
Icreon - intro
Icreon - Vertical Focus
Icreon - Capabilities
Icreon - Agentforce for Financial Services
Icreon - The Team
Icreon - Engagement Models
Icreon - Contact Us
Speed to value. Built for financial services.

Icreon delivers AI-powered Salesforce implementations for financial services in 8-12 weeks — not years. We specialize in FSC, Agentforce, Data Cloud, Marketing Cloud & Revenue Cloud for banking, insurance, and wealth management institutions. Based in NYC.

Highlights

  • Icreon helps customers move quickly from Salesforce licenses to real outcomes by activating Data Cloud, Agentforce, and Financial Services Cloud with proven accelerators, rapid workshops, and production-ready architectures.
  • Our consultants specialize in complex, multi-cloud Salesforce programs where data fragmentation, governance, and adoption risk can slow progress—especially in regulated and data-heavy industries.
  • Icreon is ISO/IEC 27001:2022 and SOC 2 Type II certified, giving customers confidence that their Salesforce data, AI workflows, and integrations are delivered with rigorous security, privacy, and compliance standards.


Description

Icreon is a Salesforce consulting partner that helps enterprises move from Salesforce implementation to real business impact by activating data, AI, and Financial Services workflows across the customer lifecycle.####We specialize in complex, multi-cloud Salesforce programs where data fragmentation, AI readiness, and adoption risk slow momentum.####Core Strengths##- Salesforce Data Cloud activation & identity resolution####- Agentforce strategy, prototyping, and deployment####- Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud Next####- Multi-cloud architecture, integration, and governance####- Rapid accelerators, workshops, and proof-of-value delivery####How We’re Different####Our consultants sit at the intersection of business outcomes, Salesforce architecture, and AI delivery—helping customers deploy trusted, compliant, and scalable solutions faster without over-engineering.

Geographic Focus

United States
California Florida Texas
International India

Languages

English

About Icreon Icreon is a leading independent digital agency and trusted Salesforce partner with a proven track record of enabling digital transformation through successful Salesforce project implementations. We are dedicated to developing technologically advanced solutions while fostering long-term client relationships. ####As a registered Salesforce partner, Icreon has extensive experience in Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud, FinancialForce, Lightning Bolt, Experience Cloud, and Einstein AI. ####With a strong team of 400+ digital experts, 50+ Salesforce experts with 125+ certifications, we serve multiple industries such as retail, consumer goods, professional services, manufacturing, and associations. ####Our rich domain expertise enables us to quickly understand niche requirements and suggest cost-effective solutions. We uphold business ethics and a value-driven, collaborative work culture. For over 24 years, we've partnered with Fortune 500 companies, non-profits, and associations to deliver comprehensive digital transformation services. Our consulting, engineering, and design teams accelerate market solutions, providing short-term and sustainable value for

Headquarters
New York, USA
Phone
+1 212 706 6021