Are your advisors spending more time prepping for meetings than actually engaging with customers? Does onboarding and KYC take weeks? Are you dealing with multiple essential, yet disconnected banking systems?
Unique, complex industries require specialist solutions, like Salesforce Financial Services Cloud. Bring your entire financial operation onto a single dedicated platform that unlocks new revenue opportunities, offers personalised services, and meets compliance requirements.
With this specialist Salesforce solution, you can bring your entire customer experience into one platform. Build automations, workflows and personalisations tailored to your role, subject matter expertise and objectives.
Bring together data from core banking, wealth platforms, insurance systems and your CRM into one real-time profile. Every advisor, service agent and relationship manager can work from the same information, not fragmented sources.
Use prebuilt onboarding workflows, digital disclosure, consent management and automated document generation to deliver a smooth and consistent customer experience from day one.
Map households, relationships and financial goals in one place to identify upsell, cross-sell and referral opportunities. Feel prepared for meetings with context, new ideas and a full understanding of your customer.
Set up 24/7 Agentforce AI agents to handle routine queries, including transaction disputes, lost cards, policy summaries, and loan questions — leaving your team to get on with the interactions that need a human touch.
Embedded consent management, disclosure workflows, audit trails and data governance help you meet regulatory requirements without all the paperwork.
Agentforce uses your actual customer data, product information and regulatory context to deliver accurate, relevant responses across banking, insurance and wealth management.
Natasha Mackintosh
Business Operations, BDH Sterling
Bringing in new technology can feel overwhelming for your team: new processes, workflows and systems to work with and update. But investing in Financial Services Cloud is only worthwhile if you’re going to use it to its maximum potential. As specialist Financial Services Cloud consultants, we know exactly how to help you make the most of the solution.
We implement Financial Services Cloud in line with your specific sub-sector, whether that’s banking, wealth management or insurance. We use prebuilt industry frameworks to ensure faster time to value.
We connect your existing infrastructure, core banking platforms, financial planning tools, and policy management systems to ensure a single view of the customer data.
We build consent management, disclosure workflows, audit trails and data governance into your setup from the start.
We’ll help identify the AI use cases that will have the biggest impact, then configure around your data, processes and customer expectations.
We understand your industry nuance and unique challenges. From relationship mapping in wealth management, complex onboarding for commercial banks, to heightened expectations in customer insurance claims.
Your business goals and culture dictate our project: there’s no one-size-fits-all. So, before we touch any technology, we take the time to understand your entire business. Only then do we design a solution that will deliver value and results.
View client relationships, household structures and key information in one place.
A pre-configured onboarding template that handles discovery, risk assessment, disclosure, consent and document management in one workflow.
Track client financial goals, life events and milestones, to engage and turn data into proactive, personalised client conversations.
Customers resolve routine queries, check account information and complete common transactions without calling up or waiting.
Unlock data from core banking, financial planning and third-party systems into a unified financial profile.
Set up Agentforce for Financial Services to handle specific high-volume tasks autonomously, 24/7.
Speak to our Financial Services Cloud consultants today to find out how you could transform your organisation, operations and customer experience today.