Unified Salesforce-native tools for modern financial firms
Unaric Financial Services delivers a suite of purpose-built Salesforce apps designed for financial services businesses. Enhance visibility, compliance, and productivity through seamless communication capture, robust reporting, and embedded financial workflows.
One platform to manage calls, emails, meetings, and payments
Detailed audit trails across all interactions
Built to Salesforce user efficiency and maximize ROI
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Designed for compliance, insight and efficiency
Capture client interactions and enrich customer histories.
Unaric connects telephony, Microsoft Teams, and email directly to Salesforce.
Calls, meetings, emails, and transcripts are automatically captured and stored securely against the correct records, ensuring full visibility.
Intelligent reporting and document generation
With Unaric Reports, you can build multi-source reports, automate distribution across teams or platforms, and generate branded documents directly from Salesforce.
Perfect for client summaries, compliance documents, and performance reviews.
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Manage payments inside Salesforce
Connect your payment service providers with Salesforce and streamline payment workflows between customers and vendors directly.
From onboarding to disbursement, manage approvals, track payment statuses, and maintain a clear audit trail - all without leaving Salesforce.
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Drive Salesforce user productivity and adoption
Our digital adoption tools provide real-time usage insights and embedded guidance, helping your team work more efficiently.
Deliver support, best-practice prompts, and training right inside Salesforce to reduce friction and increase compliance.
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Why Financial Services teams choose Unaric
One vendor, more value
Unaric replaces fragmented point solutions with a single, Salesforce-native suite - reducing risk, simplifying procurement, and delivering consistent performance across communication, reporting, payments, and user adoption.
Structured data, AI-ready
Every interaction is logged as rich, structured data inside Salesforce, creating the foundation for intelligent automation, compliance reporting, and future AI agent enablement.
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Built for financial workflows
From client communications to payment approvals, Unaric enhances the full operational lifecycle of financial services teams by seamlessly integrating into the systems you already use.
See Unaric Financial Services in action
An overview of the core functionality with one of our product experts.
A deeper dive into the challenges you’re facing now, and how Unaric Financial Services can help.
A follow up email with helpful details and documentation to help you make an informed decision.
FAQs
Would you like to speak to one of our team?
If you’re interested in learning more about Unaric and our applications, please get in touch.
