Putting Clients at the Centre of
Every Financial Relationship
From wealth management and retail banking to insurance and lending — we help financial services firms build deeper client relationships, streamline compliance, and deliver personalised digital experiences with Salesforce Financial Services Cloud.
The pressures financial services firms
face every day
Client data scattered across core banking, CRM, portfolio management, and servicing platforms — making a true 360-degree client view nearly impossible and personalization a pipe dream.
Constantly evolving regulations — KYC, AML, MiFID II, GDPR, Basel III — demanding more documentation, audit trails, and compliance workflows than legacy systems can efficiently support.
Clients now expect Netflix-level personalisation and Amazon-level convenience from their financial institutions — while most firms still rely on fragmented digital channels and manual adviser workflows.
Financial advisers spending 40%+ of their time on administrative tasks — manual data entry, compliance documentation, and report generation — instead of building client relationships and growing AUM.
Vast amounts of client and market data sitting in siloed systems — with no integrated analytics platform to identify at-risk clients, spot cross-sell opportunities, or track adviser performance in real time.
Decades-old core banking and policy administration systems holding back digital transformation — costly to replace but increasingly unable to support the speed and flexibility modern clients demand.
How we transform
financial services firms
The purpose-built Salesforce platform for financial services — with built-in data models for households, financial accounts, referrals, and life events that give advisers a complete, actionable view of every client relationship.
Give wealth managers and financial advisers a single platform to manage client relationships, track portfolios, prepare for meetings, document advice, and manage referrals — replacing spreadsheets and disconnected tools.
Automate KYC onboarding, AML monitoring workflows, suitability assessments, and compliance documentation — with full audit trails, approval processes, and regulatory reporting built directly into the CRM.
Personalised digital experiences across web, mobile, and email — with automated life event triggers, proactive financial planning nudges, and self-service portals for account management and document access.
AI-powered next-best-action recommendations for advisers, churn prediction for at-risk clients, automated lead scoring, and intelligent cross-sell and upsell opportunity identification across your entire book of business.
Seamless integration between Salesforce and your core banking, policy administration, and portfolio management systems — giving front-office teams real-time access to account data without leaving their CRM.
Salesforce products we deploy
for financial services firms
FSC is built from the ground up for financial services — with pre-built data models for households, financial accounts, assets, liabilities, and life events that eliminate months of custom development. We configure and deploy FSC for wealth managers, retail banks, insurance providers, and mortgage lenders — each with workflows tailored to their specific business model.
Compliance is the biggest operational burden in financial services. We automate the entire KYC onboarding workflow — from document collection and identity verification to risk scoring and regulatory approval — reducing onboarding time from weeks to days while maintaining full audit-ready documentation.
Build personalised digital experiences that deepen client relationships — branded self-service portals for account management, secure document sharing, mortgage application tracking, and proactive communication triggered by life events like inheritance, retirement, or property purchase.
AI is transforming financial services — from predicting which clients are at risk of leaving to recommending the next best financial product for each individual client. Agentforce handles routine client queries, appointment scheduling, and account enquiries 24/7, freeing advisers to focus on high-value relationships.
What's reshaping financial services
in todays timne
Leading financial institutions are moving beyond segmentation to individual-level personalisation — using AI to deliver the right product, message, and advice to each client at the exact right moment in their financial journey.
The cost of compliance is spiralling — driving investment in RegTech solutions that automate KYC, AML, and reporting workflows. Firms automating compliance are reducing costs by 40%+ while improving accuracy and audit readiness.
Open banking is creating new opportunities for financial institutions to build connected ecosystems — aggregating third-party data, enabling embedded finance, and creating personalised product recommendations from enriched client profiles.
Robo-advisory and AI-augmented human advice are converging — with wealth managers using AI tools to scale personalised investment advice, automate portfolio rebalancing alerts, and identify life event opportunities proactively.
Client demand for ESG-aligned products and regulatory ESG reporting requirements are forcing financial institutions to build sustainability tracking and impact reporting into their CRM and portfolio management platforms.
The expectation of instant, fully digital account opening and onboarding is now table stakes — with firms investing in automated KYC, e-signature, and biometric verification to deliver a seamless, compliant onboarding experience.
How a Wealth Management Firm Increased AUM by 22% with Salesforce FSC
A mid-sized wealth management firm with 120 advisers was managing client relationships across four disconnected systems — a legacy CRM, a portfolio management platform, a compliance tool, and email. Advisers had no single view of each client, meeting preparation took hours, and cross-sell opportunities were being missed daily.
We deployed Salesforce Financial Services Cloud with automated life event tracking, a client self-service portal, and Einstein AI next-best-action — integrated with their portfolio management system for real-time account data access.
Why financial services firms
choose us
Our team holds Salesforce Financial Services Cloud certifications — with hands-on deployment experience across wealth management, retail banking, insurance, and lending segments.
We understand the regulatory landscape — KYC, AML, MiFID II, GDPR, FCA requirements — and design every Salesforce deployment with compliance workflows and audit trails built in from day one.
We've built integrations between Salesforce and major core banking platforms, portfolio management systems, and insurance policy administration systems — no rip and replace required.
Our phased deployment methodology gets financial services teams live with measurable ROI faster — starting with adviser productivity and client 360, then expanding to AI and compliance automation.
FSC, Sales Cloud, Service Cloud, Einstein AI, and Experience Cloud — our team covers every Salesforce product financial services firms deploy, so you work with one trusted partner throughout.
Regulations change, products evolve, and client expectations keep rising. We stay with you through every change — with managed support, platform optimisation, and continuous innovation programmes.
Ready to deepen your
client relationships?
Let's talk about your specific challenges — adviser productivity, compliance automation, or AI-powered client engagement. No sales pitch, just honest advice from financial services Salesforce specialists.