Regulated selling raises the stakes on every call
Recording, consent, disclosures, and supervision are not optional. Manual, disconnected processes create risk and gaps at volume.
Revenue.io / Financial services
Every conversation. A clearer client picture.
Connect high-volume outreach, timely lead response, and conversation review in one Salesforce-native revenue platform for financial services teams.
Lending · Wealth · Payments · Built for Salesforce.
A connected sales motionSalesforce native
01 / Start with the contextInbound inquiry
Lending · Wealth · Payments
↓Connect the conversation to the customer
02 / Your Salesforce foundationRoute to the responsible team
↓Context informs the next action
03 / Keep the work movingReview the conversation and next step
The work between conversations
Make the handoffs as strong as the pitch.
Your team needs more than another tool. It needs a clearer connection between customer context, the conversation, and what happens next.
Auditing calls for supervision does not scale
Reviewing calls by hand covers only a fraction of the volume, so quality slips and problems surface late instead of early.
High-value leads go cold fast
Lending, wealth, and payments leads reward the fastest, best-prepared caller. Slow routing and scattered data lose the account.
See the connection
One workflow.
More useful context.
Explore how Revenue.io can connect the work your team does with the Salesforce records it already trusts.
Respond with context.
Route an inbound inquiry using configured Salesforce ownership and show the rep the context already on the record.
Explore the capabilityWorkflow example Illustrative
Context
Inbound inquiry
Start with the relevant Salesforce customer record.
Team action
Respond with context
Route an inbound inquiry using configured Salesforce ownership and show the rep the context already on the record.
Review the conversation and next step
Your team defines the workflow and review criteria.
Guide the conversation.
Use configured Moments prompts to surface approved guidance during supported calls. Review your disclosure process with the team.
Explore the capabilityWorkflow example Illustrative
Context
Inbound inquiry
Start with the relevant Salesforce customer record.
Team action
Guide the conversation
Use configured Moments prompts to surface approved guidance during supported calls. Review your disclosure process with the team.
Review the conversation and next step
Your team defines the workflow and review criteria.
Review with evidence.
Use transcripts and scorecards from qualifying calls to review the criteria your supervisors and enablement team define.
Explore the capabilityWorkflow example Illustrative
Context
Inbound inquiry
Start with the relevant Salesforce customer record.
Team action
Review with evidence
Use transcripts and scorecards from qualifying calls to review the criteria your supervisors and enablement team define.
Review the conversation and next step
Your team defines the workflow and review criteria.
Keep the record useful.
Capture supported activity and make conversation summaries and next steps available alongside Salesforce customer records.
Explore the capabilityWorkflow example Illustrative
Context
Inbound inquiry
Start with the relevant Salesforce customer record.
Team action
Keep the record useful
Capture supported activity and make conversation summaries and next steps available alongside Salesforce customer records.
Review the conversation and next step
Your team defines the workflow and review criteria.
Built for Salesforce
A Salesforce foundation.
A workflow your team owns.
Connect financial services sales activity with customer records, configured guidance, and conversation evidence. Define how your team captures, reviews, and uses that context.
See the Salesforce advantageMap the customer context
Review the Salesforce objects, field values, ownership, and activity association your workflow needs.
Define the review process
Choose the connected channels, conversation criteria, recording settings, and access your team will use.
Plan the rollout
Confirm product licenses, configuration, adoption goals, and the reports your leaders will use.
From a customer
Hear it from the teams doing the work.
Hear how a customer describes the work, in their own words.
Explore customer stories“It would have taken 90 days for our sales team to audit calls on their own. With Conversation AI, it only took us a day to get the data we needed.”
Christopher Casa
Senior Manager, Sales Enablement, Equity Trust
Explore the platform
Go deeper on the workflow.
Explore the product capabilities, review package fit, and bring your Salesforce process to the demo.
The product workflow
See how Revenue.io connects calls, conversations, and next actions.
Explore the platformYour package requirements
Compare plans against the capabilities and configuration your team needs.
Review pricingSecurity and data handling
Review the available security materials with your operations and security teams.
Explore securityYour questions
A closer look at the fit.
How does Revenue.io support financial services teams using Salesforce?
Connect high-volume outreach, timely lead response, and conversation review in one Salesforce-native revenue platform for financial services teams.
Can we use our existing Salesforce workflow?
Salesforce provides the customer and opportunity context. Review your objects, fields, ownership rules, and activity association during evaluation, then configure supported workflows around your process.
Which conversations can our team review?
Supported call and meeting channels can provide recordings, transcripts, summaries, and scorecards for qualifying conversations. Availability depends on the products, channels, permissions, and settings you enable.
What should we review before rollout?
Confirm product access, connected channels, user permissions, recording and data-handling settings, field mappings, and reporting needs. Your team should review the configuration against its own business requirements.
How should we evaluate package fit?
Bring a representative customer workflow to the demo. Compare the capabilities, configuration, and package requirements needed to connect its steps, then review pricing with those requirements in mind.
Built around your team
Bring your workflow.
See what comes next.
Show us how your financial services team works. We’ll walk through how Revenue.io can connect the conversation, Salesforce context, and the next action.
- Review a representative customer workflow.
- Explore the capabilities and configuration you need.
- Discuss rollout and package fit.