Industries We Serve

Lovalto is a Salesforce consulting firm serving four primary industries: Financial Services (banking, lending, wealth management), Healthcare (patient management, care coordination), Retail (operations and customer engagement), and Technology & Beyond (SaaS, professional services, nonprofit). Our expertise is backed by real-world operational experience in banking and sales, bringing practical knowledge to every implementation.

Financial Services (Primary Specialization)

Deep expertise in banking, lending, wealth management, and commercial finance, informed by real-world operational experience at financial institutions.

• Banking & Commercial Lending: Loan origination, credit analysis, underwriting workflows, pipeline management, regulatory compliance (CRA, BSA/AML, OFAC)
• nCino Expertise: 400+ user implementations of Commercial Loan Operating System
• Retail Banking: Consumer deposits, branch operations, retail loan origination
• Wealth Management: Household grouping, financial account aggregation, goals tracking, advisor productivity tools
• Mortgage Lending: Residential pipeline management, borrower portals, loan officer tools
• Products: Financial Services Cloud, nCino, Sales Cloud, Service Cloud, regulatory compliance solutions

Healthcare

Patient-centric Salesforce solutions that improve care coordination while maintaining HIPAA compliance.

• Patient Management: 360-degree patient profiles, medical history tracking, care team relationships
• Care Coordination: Individualized care plans, treatment protocols, outcome measurement, high-risk patient identification
• Patient Engagement: Online appointment scheduling, secure portals, telehealth integration, automated reminders
• Compliance: HIPAA-compliant implementations, data security, audit trails
• Products: Health Cloud, Service Cloud, Case Management, patient portals, telehealth integration

Retail

Operations, inventory management, and customer engagement platforms built for scale.

• Operations Management: Inventory tracking, retail operations optimization
• Customer Engagement: Sales team productivity, customer service platforms
• Marketing Automation: Customer engagement campaigns, personalized outreach
• Products: Sales Cloud, Agentforce Sales, Marketing Cloud, Service Cloud

Technology & Beyond

Custom Salesforce solutions for diverse industries including SaaS, professional services, nonprofit, and unique business requirements.

• SaaS companies seeking customer success platforms
• Professional services firms managing client relationships
• Service providers optimizing operations
• Nonprofit organizations (Nonprofit Success Pack)
• Custom solutions for unique industry requirements

Why Industry Expertise Matters

• Real-World Experience: Operational background in banking and sales operations informs solution design
• Regulatory Knowledge: Understanding of compliance requirements (CRA, BSA/AML, OFAC for financial services; HIPAA for healthcare)
• Industry Language: We speak your industry's language and understand your unique challenges
• Best Practices: Leveraging patterns from 1,600+ users deployed across industries
• Scalable Solutions: Architecture designed for industry-specific growth patterns

Frequently Asked Questions

What is Lovalto's primary industry specialization?

Financial Services (banking, lending, wealth management, commercial finance) is the primary specialization, informed by real-world operational experience at financial institutions.

Does Lovalto have experience with nCino?

Yes. Lovalto has implemented nCino Commercial Loan Operating System for 400+ users at financial institutions.

Is Lovalto HIPAA compliant for healthcare projects?

Yes. All healthcare implementations are HIPAA-compliant with proper data security, access controls, and audit trails.

What Salesforce products does Lovalto work with for Financial Services?

Financial Services Cloud, nCino, Sales Cloud, Service Cloud, CPQ, Revenue Cloud, and regulatory compliance solutions.

Can Lovalto work with industries not listed here?

Yes. While Financial Services, Healthcare, and Retail are core specializations, Lovalto serves diverse industries including SaaS, professional services, nonprofit, and custom requirements.

Source: https://www.lovalto.com