Build Deeper Client Relationships with
Salesforce Financial Services Cloud
The purpose-built Salesforce platform for wealth management, banking, insurance, and lending — connecting client data, compliance workflows, and adviser tools into one intelligent platform. We implement and optimise Financial Services Cloud to help financial firms grow AUM, improve adviser productivity, and modernise the client experience.
The CRM built for financial services
Salesforce Financial Services Cloud (FSC) is not a generic CRM adapted for finance — it's purpose-built with financial services data models for households, financial accounts, life events, referrals, and compliance workflows baked in from day one. This means months less configuration and a platform that speaks your language.
In 2025, FSC with Agentforce is transforming client engagement — AI agents handle routine client queries, appointment scheduling, and account enquiries 24/7, while Einstein AI surfaces next-best-action recommendations to advisers and identifies at-risk clients before they churn.
Talk to a Salesforce Financial Services Cloud Expert →Our Salesforce Financial Services Cloud
implementation services
Full end-to-end Financial Services Cloud deployment — household modelling, financial account setup, life event configuration, referral tracking, and adviser workspace tailored to your business model.
Automate KYC onboarding, AML monitoring, suitability assessments, and regulatory documentation — reducing onboarding from weeks to days with full audit trails built in.
Configure FSC for wealth managers and financial advisers — portfolio tracking, meeting prep tools, review scheduling, and next-best-action recommendations for every client conversation.
Deploy Einstein churn prediction, next-best-action for advisers, and Agentforce client service agents — turning your client data into measurable revenue growth and retention improvement.
Branded Experience Cloud portals for client account management, secure document sharing, mortgage tracking, and life event triggered financial planning journeys.
Integrate FSC with core banking platforms, portfolio management systems, policy administration systems, and data feeds — giving advisers real-time account data without leaving Salesforce.
What we activate in your
Salesforce Financial Services Cloud deployment
Pre-built data model connecting clients into households with shared account visibility — giving advisers a complete view of every family relationship and financial holding.
Connect and display financial accounts, investments, liabilities, and assets from multiple systems in a single client view — no more tab-switching for advisers.
Automated engagement triggers on life events — retirement, inheritance, marriage, property purchase — ensuring advisers reach clients at exactly the right financial planning moment.
Built-in suitability assessment, disclosure documentation, and MiFID II / FCA compliance workflows — with approval processes and audit trails that satisfy regulators.
Einstein surfaces the most relevant action for each client interaction — whether that's a product recommendation, a review trigger, or a risk alert that needs addressing.
Real-time dashboards for AUM, pipeline, adviser productivity, client retention, and compliance metrics — giving leadership the visibility to manage and grow the business effectively.
How a Wealth Management Firm Grew AUM by 22% with Salesforce FSC & Einstein AI
A mid-sized wealth management firm with 120 advisers was running client relationships across four disconnected systems. Advisers spent 3+ hours per week on admin, had no single view of each client household, and cross-sell opportunities were being missed daily.
We deployed Salesforce Financial Services Cloud with automated life event tracking, Einstein next-best-action for advisers, a client self-service portal, and Agentforce for routine client service queries — integrated with their portfolio management system for real-time account data.
Why choose us for
Salesforce Financial Services Cloud
Our consultants hold Salesforce Financial Services Cloud certifications with deployments across wealth management, retail banking, insurance, and lending segments.
We understand KYC, AML, MiFID II, GDPR, and FCA requirements — designing every deployment with compliance automation and audit trails built in from day one.
We've integrated FSC with core banking platforms, portfolio management systems, and insurance policy administration systems — no rip and replace required.
We configure churn prediction, next-best-action, and Agentforce properly — so your AI tools genuinely improve adviser performance and client retention from go-live.
Our phased methodology gets financial services teams live quickly — starting with adviser productivity and client 360, then expanding to AI and compliance automation.
Regulations change. We stay with you — updating compliance workflows, adding new AI capabilities, and continuously optimising FSC as your business and regulatory environment evolve.
Ready to deepen your
client relationships?
Whether you're implementing FSC for the first time or looking to unlock Einstein AI and Agentforce — let's talk. Honest advice from certified financial services Salesforce specialists.