MapAnything has become a part of the Salesforce family, and as part of that transition, the Salesforce Privacy Policy ( will now apply to how we use and protect your data. Please contact if you have any questions about our efforts or privacy practices


Route Optimization for Financial Services

See how our financial service route planner drives sustainable growth

Salesforce Maps for Financial Services

In the competitive Financial Services environment, finding smarter, more efficient, and more cost-effective ways of doing business is paramount. With Salesforce Maps, you can save time and visualize data to make it actionable and customer-centric.

Retail & Community Banking

  • Identify areas for growth by visualizing demographic data through heat maps
  • Forecast profitable sites based on competitive presence
  • Track client relationships and visualize field sales pipeline
  • Optimize routes and schedules for efficiently plan customer visits and bank rotations
  • Manage and track loans and equipment leases by client

Wealth & Asset Management

  • Internal Wholesalers: Schedule meetings from the map for external counterparts
  • External Wholesalers: Route planning tools maximize advisor visits and track FA’s AUM’s
  • Financial Advisors: Schedule customer meetings and track client portfolios

Credit Card Services

  • Drive efficiencies with mileage tracking and route optimization 
  • Automate cumbersome administrative tasks and reporting with geo-coding capabilities
  • Analyze real-time and historic location-rich data for process improvement
  • Efficiently manage account dispositioning via optimized routes for onsite meetings 

Equipment Financing & Leasing

  • Live tracking of equipment on lease to ensure no revenue is lost due to misplaced assets
  • Receive live notifications of when assets cross set geofences that violate lease terms
  • Easily manage portfolios by visualizing data like asset type and customer on a map

Investment Banking

  • Track firm wide active engagements by sector and opportunity size
  • Visualize prospects by industry, size, and location on a map to ensure territory balance
  • Utilize optimized schedules and routes to maintain customer facetime while traveling
  • Source new opportunities and manage pipeline through demographic heat maps

We have some 365,000 locations across the U.S., so you can imagine the complexity of that. Salesforce Maps helps to aggregate all that data together on the go and predict exactly where the next sales visit should be and when.

Vince Lowe, Senior Vice President of Sales Optimization and Integration, Synchrony Financial

Six Steps to Re-Energize Field Sales Productivity

Download our e-book to learn how route optimization software can help your field sales teams save time.

Ready to Learn More?

Salesforce Maps offers the industry’s leading geo-enabled field productivity solutions for CPG business. We enable our customers to maximize the productivity of their field sales and service resources.

Salesforce Maps is the only global Enterprise Platform that allows the user to go from Territory Design and Planning, thru to Field Execution and Visualization of results.

Cookie Settings