• At Kena Software Solutions, we specialize in helping financial institutions embrace digital transformation with secure, scalable, and easy-to-use Salesforce solutions.

• We work with banks, insurance companies, and investment firms to build custom platforms that align with their unique business goals and regulatory needs.

• Our solutions simplify complex financial processes like loan origination, policy management, claims handling, and investment tracking..

• Personalized dashboards give clients and advisors real-time visibility into financial goals, account performance, and service requests.

• We integrate secure payment systems and third-party tools to create a seamless digital experience across web and mobile platforms.

• Our platforms are designed to improve operational efficiency, reduce manual errors, and enhance customer satisfaction.

• At Kena, we don’t just deliver software—we build long-term partnerships that help financial institutions grow with confidence

overview

Salesforce Financial Services Cloud

Core banking systems

• Account management

• Payments processing

• Loan management

• Deposits and withdrawals management

• Insurance management

• Currency exchange

• Remittance and money transfer management

• Reporting tools

Mobile Banking

• Account creation and management

• Customizable personal dashboards

• Payment reminders and security alerts

• Personalized location-based offerings

• Money transfer and payments scheduling

• Integration with IoT-connected wearables

Discuss your salesforce project with us

• Schedule a personalized consultation within 24 hours.

• Receive expert-backed service recommendations tailored to your needs.

• Make confident, informed decisions with trusted professional guidance.

Why Kena Is Your Best Salesforce Financial Services Cloud Partner

Trusted Salesforce Expertise

At Kena, we specialize in Salesforce Financial Services Cloud, which is a powerful tool designed specifically for businesses in the financial sector — like banks, insurance companies, and wealth management firms. Our team doesn’t just have general Salesforce knowledge — we know this particular cloud product inside and out.No matter if you’re a small startup just beginning your journey or a large enterprise with complex systems, we have the experience to help you use Salesforce effectively. We’ve worked with all kinds of organizations, and we understand that every business is different. That’s why we tailor our solutions to fit your specific needs.We handle everything — from setting up Salesforce, connecting it with your current software, organizing your customer data, automating tasks, to training your team. This means you don’t have to worry about any technical challenges; we take care of them for you.

Timely Delivery—Always

At Kena, we understand how important it is for your project to be delivered on time and without surprises. That’s why we follow a well-structured delivery framework that keeps everything on track from start to finish.We begin by conducting detailed project scoping—clearly understanding your business needs, goals, and expectations. We define what needs to be done, when, and how we’ll measure success to avoid confusion and lay a strong foundation.Once the plan is in place, we break the work into manageable sprints using agile methodology. Each sprint delivers a working part of the project in a short time frame, enabling ongoing progress, quick feedback, and timely improvements. This makes it easier to incorporate new ideas without disrupting the timeline.

Affordable and Flexible Plan

At Kena, we recognize that every business has unique financial situations and operational needs. That’s why we offer affordable and flexible plans tailored to suit businesses of all sizes. Our modular service packages range from quick-start Salesforce implementations for startups and small teams to comprehensive, enterprise-level rollouts for larger organizations. We believe in transparency and scalability, offering various pricing models so you can choose what fits your budget and goals best. Additionally, our team works closely with you to assess and optimize your Salesforce license usage, ensuring you only pay for what you truly need.

Expert Salesforce Implementation Process

Planning &
Requirement Gathering

Technical Setup &
Configuration

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Customization

Quality Assurance &
Testing

Deployment &
Go-Live Support

Train and Support

Our Specialization in Salesforce Clouds

Our Salesforce Professional Services

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Consulting Services

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Integration Services

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Support Services

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Implementation Services

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Customization Services

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Migration Services

AppExchange
Development Services

Ready to unlock the full power of Salesforce? Our implementation experts work hand-in-hand with you to understand your goals and tailor solutions that fit your business.

Whether you're starting fresh or improving an existing setup, we guide you every step of the way — from planning to go-live. Based on your unique needs, we recommend the right Salesforce products, like Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, and more.

Let’s build a smarter, more efficient business — together

Unlock the full potential of Salesforce with our tailored implementation solutions. Our certified experts design, customize, and deploy Salesforce Clouds and integrations to fit your unique business goals.

Whether you're scaling operations or transforming customer experiences, we deliver agile, future-ready platforms that drive innovation, optimize workflows, and accelerate ROI.

With us, you're not just adopting Salesforce—you're building smarter, faster, and more connected growth.

Keep your Salesforce ecosystem running at peak performance with our proactive, expert support. We monitor your platform 24/7, swiftly identifying and resolving issues before they disrupt operations.

From system health checks to performance tuning, our dedicated team ensures stability, security, and seamless functionality—so you can stay focused on growth, innovation, and serving your customers without interruption.

Connect everything, work smarter. We help you link Salesforce with tools like ERP, CMS, accounting, and more—so your data flows smoothly, and your teams stay in sync. Our experts create secure, custom integrations that boost productivity, reduce manual work, and let your business move faster and smarter.

No more switching between systems or dealing with disconnected data.

With us, everything works together—so your team can focus on what really matters.

Move to Salesforce without the hassle. We help you shift from old systems smoothly and securely, making sure your customer data stays safe and accurate.

Our expert team handles the heavy lifting so your business can start using Salesforce faster—no disruptions, just a smarter way to grow.

We guide you through every step, from data mapping to validation. Your transition is in safe hands—on time, on target, and worry-free.

Write Make Salesforce work your way. We tailor the platform to match your unique processes using powerful tools like point-and-click setups, Apex code, and Lightning Components.

Whether it's adding custom features or tweaking workflows, we help you get the most out of Salesforce.

With smarter functionality and better usability, your team adopts it faster—and your business runs smoother.

Turn your app ideas into powerful solutions. Our certified Salesforce developers create custom apps that work perfectly with the Salesforce platform.

From concept to AppExchange launch, we handle it all—ensuring smooth integration, high performance, and maximum visibility.

Whether you're solving a niche problem or scaling for thousands, we help you build apps that make an impact and grow your brand.