Purpose-built solution kits designed to jumpstart Salesforce impact in Financial Services.
Lakeworth Accelerators are pre-configured frameworks, built by ex-ProServe consultants, that help banks, credit unions, and lenders go live faster—with smarter workflows, cleaner data models, and better outcomes.
A national bank with over $35B in assets, 1,600+ employees, and 500+ FSC/nCino users across 8 lines of business partnered with Lakeworth to get more from their Salesforce investment. Despite a 7+ year history with the platform, BankUnited struggled to maximize value and user satisfaction.
Salesforce accelerators bring proven expertise, pre-built workflows, and embedded best practices to your financial services projects. Developed by senior Salesforce specialists with deep banking experience, these solutions are tailored to real-world operations—helping you deliver results faster, reduce user change fatigue, and adapt seamlessly as your business grows.
We don’t believe in one-size-fits-all templates. Each Lakeworth Accelerator is designed around real customer problems, using the latest platform capabilities and banking-specific insight. Every component is vetted for usability, adoption, and long-term scale.
