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Financial Services Solutions

Relevant, Scalable Solutions — Built on Salesforce. Delivered with Purpose.

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We partner with financial institutions to unlock growth, simplify operations and elevate customer experiences through unified engagement across channels — powered by the Salesforce ecosystem.

Our services span strategy, implementation, optimisation and innovation.

01

Advisory &
Solution Design

Co-create customer journeys, capability maps and solution architectures rooted in practical business outcomes.

02

Salesforce Implementation
& Integration

Deploy Financial Services Cloud (FSC), Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Loyalty Management, Experience Cloud, MuleSoft and more — with seamless, scalable integration into core systems and risk engines. 

03

Managed
Services

Ensure your Salesforce investment keeps evolving through optimisation, enhancements and continuous delivery post go-live.

04

Accelerators &
Proprietary Solutions

Tap into our pre-built IP and frameworks to fast-track onboarding, compliance, lead management, analytics and agent enablement — reducing time-to-value.

How we do it

We Don't Just Deploy Technology, We Solve Financial Services Problems. 

Our delivery is grounded in real business needs and domain expertise. With every engagement, we ask how we solve your problem, with the optimal blend of strategy, Salesforce capability and speed. 

Our 5-Pillar Approach

Co-create with purpose

Partner closely to align tech to customer journeys, business operations and strategic intent.

Design for relevance and reuse

Build modular, scalable architectures that adapt to change and scale with you.

Leverage what’s right — not just what’s new

Apply the right Salesforce tools — from AI to low-code — where they’ll have the biggest impact.

Accelerate with IP and frameworks

Use our proven assets – prebuilt flows, dashboards and data models to deliver faster, with less risk and more business value.

Deliver and evolve with care

Ongoing managed services that ensure growth doesn’t stop at go-live.

See how we bring this to life

01

Retail and Business Banking Journeys

We combine Salesforce Sales Cloud, Financial Services Cloud and Data Cloud to support full customer lifecycle journeys — from lead capture, onboarding and account opening to relationship deepening, cross-sell and retention.

02

Digital Onboarding & Compliance

Using Experience Cloud, automated workflows, and integrated KYC/AML services via MuleSoft, we create fast, compliant digital onboarding solutions for both individuals and business clients.

03

Omni-Channel Servicing

We build intelligent service layers across voice, branch and digital using Service Cloud Voice, case automation and agent assist. These are powered by unified data and AI to surface the right action at the right time.

04

Real-Time Personalisation in Marketing

With Marketing Cloud and Data Cloud, we help banks and insurers activate contextual, personalised offers based on customer life stage, transaction behaviour or credit product usage.

05

Lending & Credit Lifecycle Management

From initial application to payout and servicing, we use Salesforce automation, document generation and CRM tracking to streamline personal loan and credit workflows.

06

Advisor & Agent Enablement

We equip financial advisors, brokers and contact centre agents with a full customer profile, financial goals, recent transactions and intelligent next-best-action — all within FSC.

Our Vision for Financial Services

Why It Matters?

Clarity. Trust. Growth.

Financial Services are transforming — but complexity, legacy systems and fragmented data often stand in the way of progress.

The upcoming era belongs to institutions that can deliver relevance, trust and speed. We help you get there by using Salesforce as a platform for relationship-driven, data-empowered engagement. 

Our Purpose

To help financial institutions serve smarter with confidence, unlock growth faster  and create deeper, lasting relationships — with scalable solutions built on Salesforce. 

Our Value to Clients

01

Clarity in complexity

Simply data, legacy and operational challenges through smart architecture, automation and scalable platforms.

02

Speed to value

Our accelerators and expertise shorten time-to-impact. 

03

Personalised customer journeys

Segment and activate journeys across banking, lending and insurance lifecycles. 

04

Continuous optimisation

Scale platforms with embedded agility, AI and modular design. 

05

Strategic growth

We don’t only solve today’s problems — we build for tomorrow’s opportunities. 

Outcomes We Deliver
Outcomes We Deliver-1

Proof in the Numbers.
Power in the Story.

Our Salesforce-powered solutions deliver real business value.

projects

projects implemented in the last 12 months
40

FEATURES

features for our clients
2900

centres of excellence

centres of excellence built for our clients-date
0

experience design

customer journeys & processes
90 +

COST SAVINGS

Helped our clients save 
over R100M in cost savings

dashboards

dashboards implemented
90 +
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What we do

Financial services
Telco, Media and Technology
Retail, Consumer Packaged Goods

How we do it

Digital Advisory
Amazon Web Services
Data, Analytics, AI 
Experience Design
Adoption & Enablement
BlueSky AI Labs
Technical Excellence
Delivery Excellence

Why we do it

Customers
Customer Success Stories
Impact

About us

Company Overview
Leadership
Insights

Culture

Contact us
Tashya-Singh

Tashya Singh

Head of Human Capital

As Head of Human Capital at BlueSky, Tashya Singh plays a pivotal role in shaping a people strategy that empowers innovation, agility and growth. With more than 15 years of experience in Human Capital Management within technology-driven environments, she brings deep expertise in building cultures that align people and purpose.

Tashya is passionate about fostering inclusive, high-performance teams and supporting diverse talent across all functions — from engineering to commercial operations. A proud member of the South African Board for People Practices (SABPP), she is recognised for combining strategic thinking with a hands-on, empathetic approach to leadership.

In a rapidly evolving tech landscape, Tashya ensures that the Human Capital function acts as a key enabler of business outcomes — leading initiatives that attract top talent, develop future-ready skills and embed agility into organisational design and culture. Her focus on data-driven decision-making and continuous improvement helps BlueSky scale effectively while maintaining a people-first ethos.

Outside of work, Tashya is a devoted mother to her two sons, whom she affectionately calls her greatest blessings.

Tracy-Surkont

Tracy Surkont

Growth Marketing Executive

As Growth Marketing Executive at BlueSky, Tracy Surkont drives business growth at the intersection of cloud technology, product strategy and industry transformation. She helps shape go-to-market strategies that align with client needs and position BlueSky’s offerings for measurable impact across key industries.

With more than 20 years of experience in sales and product leadership, Tracy has worked with leading enterprises across Africa to unlock value through innovative product development, strategic engagement and deep industry alignment — particularly in the telecommunications, media and FMCG sectors.

She holds a Bachelor of Commerce degree in Business Management. When not building growth strategies, Tracy enjoys running, travelling and spending time with her family.

Michael-Baxter

Michael Baxter

Head of Finance and Commercial

As Head of Finance and Commercial at BlueSky, Michael Baxter oversees the organisation’s financial operations and reporting, leading the financial strategy to support growth while ensuring fiscal responsibility. He also manages commercial contracts to drive short-term profitability with a clear focus on long-term sustainability.

With more than 20 years of experience in the technology and communications industries — and a background in programming — Michael brings a wealth of knowledge and expertise to his role. His vision is to reimagine finance at BlueSky through automation and innovation, enabling more strategic decision-making and ensuring that financial insights are readily available to guide business partners across the organisation.

Martin-Cheetham

Martin Cheetham

Business Executive – Experience Design

Martin Cheetham is a design thinker, guitarist, husband and father with a passion for design, technology, music and film. He is dedicated to creating experiences that make people’s lives simpler, easier and more enjoyable.

With over 15 years’ experience, Martin has immersed himself in Design Thinking and human-centred methodologies to uncover people’s deeper motivations and translate insight into meaningful experiences that deliver business value.

At BlueSky, he leads dynamic teams to design innovative products, services and experiences, while remaining hands-on in projects. An experienced facilitator and teacher of Design Thinking, Martin has guided corporate teams, individuals and students through practical frameworks that foster creativity and problem-solving.

Nicole-Adriaans

Nicole Adriaans

Business Executive – Data Analytics AI

Nicole Adriaans is a seasoned Business Executive specialising in Data and AI, with over 20 years of experience delivering transformative solutions across the full business value chain. Since 2009, she has led the strategic design and implementation of data-driven initiatives — from omni-channel optimisation to cutting-edge omni-digital programmes — driving measurable value and innovation.

Passionate about inclusive leadership, Nicole is a dedicated advocate for empowering women in technology, actively mentoring and championing diversity in the tech sector. At BlueSky, she brings a human-centred approach to AI, challenging organisations to move beyond the hype toward real, measurable transformation.

Her forward-thinking leadership and commitment to excellence continue to shape impactful data strategies and foster a culture of innovation, empathy and equity.

Rob-Williamson

Rob Williamson

Business Executive - Amazon Web Services

As Business Executive of BlueSky’s AWS Business Unit, Rob Williamson leads a world-class, customer-centric team of engineers helping enterprise clients embrace secure, scalable and innovative cloud solutions that reimagine their digital futures.

With more than 35 years of experience in the technology industry, Rob has led transformative initiatives across financial services, telecommunications, retail, and the public sector. He is passionate about building high-performance teams, forging strategic partnerships, and inspiring change with clarity and purpose.

Rob holds a BCom in Business Management and is a lifelong learner, guided by Stephen Covey’s philosophy: “To Live, to Love, to Learn, and to Leave a Legacy.” Above all, he is a devoted family man, deeply committed to community development through his involvement in education, sport and his church.

Dave-Thomson

Dave Thomson

Head of Sales

As Head of Sales at BlueSky, Dave Thompson is passionate about people and technology — and about combining the two to deliver value and growth through a strong customer-centric focus.

With more than 25 years of experience across South Africa and the UK, Dave has a proven track record of leading high-performing teams, building lasting relationships and implementing innovative sales strategies in the fast-moving digital transformation landscape.

Outside of work, Dave is a dedicated family man and sports enthusiast. He has played provincial golf, enjoys social padel and loves to travel — guided by his personal mantra to live life to the fullest in both work and play.

Nomfusi Masangwana

Nomfusi Masangwana

Director

Nomfusi is a finance and investment professional with a BCom in Accounting and more than four years of experience in financial management, reporting and compliance. She has developed a strong track record in navigating complex financial processes, ensuring accuracy, governance and accountability across investment and corporate structures.

With extensive experience compiling financial and investment reports for private equity funds and investment companies, Nomfusi delivers data-driven insights that support strategic decision-making. Her methodical and proactive approach ensures that financial and compliance processes are executed with rigour and efficiency.

As a Director at BlueSky, Nomfusi brings a disciplined financial lens, a deep understanding of reporting and governance, and a commitment to excellence in oversight and accountability — strengthening the organisation’s strategic direction and supporting sustainable growth.

Janet Naidoo

Janet Naidoo

Director

Janet Naidoo is a seasoned financial services professional with over a decade of experience across private banking, wealth management and investment consulting. She has held senior roles at Invequity, State Bank of India, ICICI Bank, RMB and Allan Gray, where she specialised in managing high-net-worth and corporate clients.

FAIS-accredited (RE1 & RE5), Janet is passionate about building trusted relationships and driving business growth. She brings deep financial expertise, strategic insight and strong leadership to her role as Director at BlueSky.

Rassie-Engelbrecht

Rassie Engelbrecht

Co-CEO

Rassie Engelbrecht is an experienced executive and thought leader with a strong track record in Business and Digital Transformation, Cloud and AI Consulting, and delivering results across multiple industries — including Financial Services, Telecommunications, Media, Automotive, Retail, Public Sector, Mining and Social Enterprises.

An engineer, futurist, strategist, and innovator, Rassie combines technical expertise with a passion for client centricity and empowering people. As Co-CEO of BlueSky, his entrepreneurial spirit and business acumen are central to the company’s ambitious growth plans.

Rassie holds an Engineering degree from the University of Pretoria, an MBA from Aston University in the UK, and a Lean Six Sigma Black Belt from BMGI. He has also completed various certifications in Agile, Data, Design, AI, Project Management and People Change.

Beyond his professional life, Rassie is dedicated to community upliftment through his non-profit initiatives and enjoys hiking, travelling, and speaking at conferences on future trends. Above all, he values time with his family and believes deeply in relationships, servanthood and stewardship.

Matt-Surkont 2

Matt Surkont

Founder / Chief Executive Officer 

As the founder and CEO of BlueSky, I have helped numerous clients drive their digital and AI transformations by delivering cutting-edge solutions that enhance efficiency, effectiveness and growth. 

As an entrepreneur, having started and invested in numerous technology companies, I am also the founder of a private equity fund, where I employ hands-on venture capital and business building strategies for entrepreneurs. I support startups with focused business resources and lived experience in every aspect of growth. 

I hold a Bachelor of Business Science degree with honours in Information Systems from the University of Cape Town.

When I’m not BlueSky thinking, I enjoy spending time with my family, trail running and fishing.