With a unified view of sales data, KPMG has shifted from a reactive to a proactive approach in client engagement. Thanks to Salesforce, the firm now leverages real-time insights to deliver more personalized client experiences and foster smarter, more collaborative ways of working for its teams. Customer Story Produced by Caruso Company.

Produced by Caruso Company, this customer story highlights how KPMG is transforming the way it serves clients by unifying its data and operations through Salesforce.

Directed by Tom Baird, the film centers on a key challenge: how do you bring together a global organization—spanning audit, tax, and advisory services across more than 140 countries—and make it feel seamless for both employees and clients?

For KPMG, the answer started with breaking down silos. Historically, client data and insights were spread across multiple systems, making it harder to see the full picture. That fragmentation often led to reactive decision-making instead of proactive engagement.

With Salesforce, KPMG built a unified platform—internally known as “KPMG Engage”—that brings everything into a single source of truth. Now, teams across the organization can access real-time data, collaborate more effectively, and deliver a more connected experience to clients.

The impact is both internal and external. Employees have the tools to better understand client needs and act quickly, while clients benefit from more personalized, informed interactions. Instead of responding to opportunities after the fact, KPMG can now anticipate needs and bring the full strength of its global network to every engagement.

The film also touches on the growing role of AI and data. With tools like Data Cloud and Einstein, KPMG is able to unlock deeper insights, accelerate development, and build greater trust in the information that drives decisions.
At its core, the story is about transformation. By investing in the right technology and rethinking how teams work together, KPMG has shifted from a fragmented approach to a more unified, forward-looking model—one that helps them better support clients in solving increasingly complex challenges.