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Emanity - Consulting for Financial Services & Real Estate
Emanity — Trusted Salesforce Consulting for UK Financial Services
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 1
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 4
Emanity is a Salesforce consultancy focused on financial services and real estate. We help small and mid-size companies implement, optimize, and support Salesforce; so it actually drives growth, efficiency, and compliance — not complexity.
Description
Emanity is a UK-based Salesforce consulting partner specialising in helping Financial Services and real estate organisations — including RIAs, wealth managers, mortgage lenders fintech and real estate teams — deliver fast, compliant, and scalable Salesforce implementations. We streamline onboarding, improve data quality, and reduce risk so your CRM delivers measurable value from day one. Our approach combines industry expertise with best-practice configuration across Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Data 360 and Einstein to ensure Salesforce actually works the way you do.
Highlights
Financial Services & Real Estate Salesforce Expertise We focus exclusively on Financial Services and real estate teams — ensuring implementations are compliant, efficient and aligned with industry needs.
Data & Adoption Focused We clean up messy data, streamline user onboarding, and ensure your platform delivers value, not complexity.
Accelerators for Speed & Value We use a library of pre-built features and templates designed to accelerate delivery, reduce errors and drive immediate productivity improvements.
Provider Details
Emanity is a Salesforce consultancy focused on financial services. We help small and mid-size financial services companies implement, optimize, and support Salesforce; so it actually drives growth, efficiency, and compliance — not complexity. As a Salesforce Partner, we specialize in delivering practical, right-sized Salesforce solutions for firms that need enterprise-grade capability without enterprise-level overhead.
Geographic Focus
United Kingdom
Languages
English