Futureform has built its reputation on customising the Salesforce platform technology to meet the specific needs of financial advisers. Rather than offering a generic CRM, Futureform provides tailored Salesforce deployments designed to optimise financial service practices by streamlining workflows and enhancing operational efficiency. Their approach focuses on leveraging the core strengths of Salesforce while removing unnecessary complexities, resulting in a system that is highly relevant to the financial advisory sector.