Beyond Salesforce: AI+ Automation for the Full Financial Lifecycle

Turn Salesforce into the intelligent engine your financial products crave. Marlabs removes Salesforce’s complexity, unifies your data, and integrates AI at every step so you can move faster, sell better, and serve smarter.

Our full-lifecycle solution blends expertise in Salesforce, AI, automation, data, and back-office processing to elevate your team’s performance and deliver experiences that build lasting loyalty.

Transform Salesforce into an Intelligent Financial Services Platform

You invested in Salesforce to accelerate sales, scale faster, work smarter, and streamline operations. But complexity, disconnected systems, manual processes, and data quality have likely slowed you down.
Marlabs helps you turn Salesforce into a truly intelligent platform. Our full-lifecycle digital workforce augmentation solution integrates an AI layer and intelligent automation with Salesforce tools and unified, trustworthy data. This combination goes beyond Salesforce and empowers your team to market, sell, process, and service financial products with more precision, speed, and impact than ever before.

What’s Included in Marlabs’ End-to-End Salesforce Augmentation Solution?

We bring together three critical engines of digital transformation into one streamlined solution. Combined, they expand Salesforce into a holistic, unified business ecosystem that goes far beyond Salesforce’s native capabilities.

Salesforce Data Cloud Services

Get clean, connected data inside Salesforce. Configure it for results.

Marlabs removes implementation complexity and ensures that your most important asset, data, is trustworthy, unified, and accessible across the platform.
  • Clean and unify your data across functions and systems for a single source of truth
  • Configure Salesforce to fit your business processes, not the other way around
  • Integrate your CRM, ERP, marketing, operational tools, and data lakes
  • Optimize with a zero-copy approach to access data where it lives and reduce compute, storage, and duplication burdens
Outcomes:
  • Leaner, smarter Salesforce ecosystem
  • Real-time insights powered by complete and accurate data
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AgentForce: AI and Automation for Sales and Service

AI brings insight. Automation brings speed. Unlock smarter decisions and faster service.

AgentForce includes Salesforce’s latest AI capabilities for financial services, in the form of autonomous agents that intelligently guide your team and customers. Marlabs strategizes, designs, and deploys these tools to embed intelligence into every step of your process.

Key features:
  • AI-powered experiences
    • In portals, customers see where they are, what’s next, and get assistance in real time
    • Agents get real-time prompts, context, key facts, and personalized recommendations that drive conversion
  • Workflow automation that learns
    • Trigger tasks, prefill forms, and accelerate transactions and decisions based on your actual workflows
Outcomes:
  • Faster cycle times
  • Reduced friction and fewer errors
  • Quick, holistic visibility into each customer’s status, needs, and next steps
  • Improved customer experience
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Perfecter.ai for Back-Office Automation

Automate complex operations behind the scenes without slowing down the front lines.

Marlabs uses Perfecter.ai to “supercharge” Salesforce with an impactful, intelligent, back-office automation layer. Perfector.ai plugs into your Salesforce ecosystem and is comprised of two basic tools.
  • Document processing: Reads and digests complicated financial documents (invoices, loan files, contracts, and disclosures) and automatically extracts clean, structured data directly into Salesforce
  • Call analytics: Analyzes sales and support calls to evaluate agent performance, flag compliance risks, identify opportunities for coaching, and track trends across teams
Outcomes:
  • Major gains in operational efficiency
  • Actionable insights that improve performance at every stage
  • Reduced headaches through better quality data and fewer manual errors
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Smarter Salesforce. Stronger Sales. End-to-End Intelligence for Financial Services.

Marlabs FinForce+ is far more than just a Salesforce implementation. It’s a strategic workforce automation strategy built for results and tailored to your needs.

Marlabs’ full-lifecycle solution combines AI, automation, and clean data to turn Salesforce into a high-performance engine for your financial products. Bring speed, precision, and insight to every stage of the financial product lifecycle.
You’ll be able to:
Example: Imagine every step of the loan processing journey — from marketing to selling to processing and servicing — tracked with real-time data, enhanced with AI, and accelerated through automation. You’ll deliver faster decisions, seamless experiences, and greater operational efficiency just by integrating these separate services into one platform.

Why Trust Us?

With years of experience helping financial services clients get real results from Salesforce, Marlabs built this end-to-end Salesforce augmentation solution to solve challenges we’ve seen again and again.

Our deep expertise across Salesforce, data, AI, and automation makes us well-equipped to help you turn Salesforce into the powerhouse it promised to be — and more.

ET Marlabs also holds the prestigious Salesforce Platinum Cloud Alliance Partner status, recognized globally for trusted, expert delivery.

5-star

Years

138

Digital Experts

141

Industry Awards

Repeat clients

who rely on us as ongoing partners
Our partnership with Pefecter.ai using AI agents for autonomous intelligence adds another layer of strength, taking Salesforce far beyond the front end.

Ready to transform Salesforce into a competitive advantage?

Let’s build the platform you thought you were buying in the first place. And make it stronger than your competition.
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