Financial services professionals in front of a chart
SLACK FOR FINANCIAL SERVICES

Meet your digital HQ for financial services

Fast, efficient, secure work starts here. See why the most nimble banking, insurance and wealth management firms connect their people, automation and apps in Slack.

Mettle
Monzo
RBC
Natwest
Slack UI animation: Retail banking teams collaborating in a channel to streamline the referral process
TRANSFORM BUSINESS OPERATIONS

Modernise operations and increase productivity

  • Access important actions by bringing relevant notifications, approvals and data from tools such as Salesforce Financial Services Cloud directly into Slack
  • Automate tasks in referral management, customer onboarding and services with no-code workflows to free up time to focus on building customer relationships
  • Accelerate decision-making by connecting relevant team members across front, middle and back office with cross-workspace channels
  • Onboard bankers, agents and advisors faster with AI-powered, org-wide search tools to surface institutional knowledge
Learn more about automation

26%

faster decision-making1

25%

faster case resolution1

1Source: Salesforce, ‘FY23 Customer Success Metrics’, July 2022; study participants were Slack users in financial services.
IMPROVE CUSTOMER EXPERIENCE

Deliver better and faster for customers

  • Secure customers for life by bringing the right people, information and tools seamlessly together to quickly resolve issues and deliver personalised experiences
  • Build deeper customer relationships with a holistic, real-time view of customer data and relevant context in Slack channels
  • Unite teams around a single view of your customers, their households and their relationships with Slack and Salesforce Customer 360
Learn more about Slack and Salesforce

‘We believe that to become the number one bank, we need to be the number one tech team. To deliver on the expectations of our clients, we need to give our employees access to the best tools, and Slack is one of them.’

RBC
Martin Wildberger, Executive Vice President of Innovation and Technology, RBC
Slack UI animation: Two people in a huddle discuss a project in a channel

Top Slack security features

Data encryption in transit and at rest

Enterprise Key Management (EKM)

Data loss prevention (DLP) support

Global retention policies

E-discovery support

Information barriers

Audit logs

SECURE GLOBAL COLLABORATION

Trust enterprise-grade security for your firm and your partners

  • Collaborate within industry and international compliance standards such as FINRA, FedRAMP, ISO/IEC and GDPR
  • Extend security to external partners with Slack Connect
  • Control access to information in Slack with identity and device management that helps you to manage people and devices around the world
  • Protect data with tools such as Slack Enterprise Key Management (Slack EKM), audit logs and integrations with top data loss prevention (DLP) providers
  • Leverage Slack’s governance and risk-management capabilities to reduce financial, legal and reputational risk
Learn more about security at Slack

Get more done with apps directly where you work

Slack connects with all your favourite tools, such as Salesforce, Smarsh, Global Relay and more.

See all integrations

Salesforce
Financial Services Cloud for Slack
Smarsh - Archiving & Compliance
Global Relay Archive for Slack
Druva for Slack eDiscovery
Splunk Audit API App for Slack
PagerDuty
Netskope for Slack Enterprise
Symantec CloudSOC
McAfee Skyhigh for Slack
Jira Cloud
Box
DocuSign
Zoom
Webex Meetings
Outlook Calendar
Salesforce
Financial Services Cloud for Slack
Smarsh - Archiving & Compliance
Global Relay Archive for Slack
Druva for Slack eDiscovery
Splunk Audit API App for Slack
PagerDuty
Netskope for Slack Enterprise

Stories of success from around the globe

Frequently asked questions

Yes. You can securely discuss confidential information in Slack. Slack offers multiple ways to ensure that your information, conversations and files stay safe. Slack delivers enterprise-grade security at every layer, adhering to multiple compliance certifications, including SOC 2, SOC 3, ISO/IEC 27001 and more. Slack is GDPR-compliant and can be configured for FINRA compliance. It is FedRAMP Moderate-authorised.

In addition, Slack offers many security features – such as Enterprise Key Management – that give admins control over the fine detail of data encryption. You can also integrate your own security tools with Slack to get instant notification if a threat is detected. Learn more about Slack’s comprehensive security programme.

Yes! Unlike email, Slack is not susceptible to spam or phishing, which causes 90% of data breaches. Your Slack handle cannot be sold to advertisers or put on a mailing list. You will only ever receive Slack messages from other people inside your organisation, or from trusted partners using Slack Connect. You may get notifications from apps integrated with your workspace, such as Financial Services Cloud for Slack or DocuSign.

Slack offers enterprise-grade data protection and privacy. Granular controls allow admins to customise security for each user, so that no one sees things that they shouldn’t. Learn more about how Slack can securely replace email inside your company.

Yes. Slack Connect lets you work securely with external partners such as customers, brokers and vendors. Slack Connect is a more secure and productive way for organisations to communicate together. It lets you move all the conversations with your external partners, clients, vendors and others into Slack, replacing email and fostering collaboration. Slack’s enterprise-grade security features and compliance standards, such as Enterprise Key Management, extend to Slack Connect.