Strengthen client relationships with Salesforce Financial Services Cloud
Connected solutions for Wealth Management, Banking and Insurance
Wealth managers, banks, and insurers need easy access to customer information across accounts, relationships, and policies. When this information is spread across systems, teams may spend time searching for the right details. Salesforce Financial Services Cloud brings this information together, helping advisors, banking teams, and agents manage customer relationships from one place.
From onboarding new customers to managing accounts, loans, and policies, we connect Financial Services Cloud with the systems your teams already use.
What our Financial Services Cloud experts do for you
Client & Household Data Modeling
Structure client, household, account, and relationship data so teams can understand the full customer relationship.
Digital Onboarding & Account Opening
Simplify the journey from lead capture to account opening with digital workflows, e-signatures, and account activation.
Advisor, Agent & Banking Team Productivity
Configure relationship maps, action plans, and customer views so teams can quickly access the information they need.
Financial Account, Lending & Service Management
Manage financial accounts, loan applications, and service requests through connected workflows that help teams track customer needs and process status.
Policy & System Integration
Connect Financial Services Cloud with Agency Management Systems and other business systems to keep customer, policy, and account information in sync.
Compliance-Ready Configuration
Configure roles, sharing rules, and audit trails to support the compliance requirements of financial services and insurance.
Financial Services Cloud in action
Here are two examples of what we’ve built with Financial Services Cloud, as part of the broader wealth management and insurance services we deliver.
Seamless client onboarding in wealth management
When a prospective client explores financial services and submits an inquiry, moving them from first contact to an active account can involve manual handoffs between advisors, paperwork, and custodians.
How it works
Salesforce Financial Services Cloud manages the journey from lead capture through account opening. Automated workflows and integrations guide prospects through advisor assignment, digital account opening, secure e-signature, and account activation with the selected custodian. This gives advisors a complete relationship view while providing clients with a smooth, personalized onboarding experience from their first interaction through ongoing service.
Policy management and synchronization
Insurance policy data lives in an Agency Management System (AMS), while client relationship data is managed in Salesforce. Keeping both systems in sync manually can lead to errors and outdated records.
How it works
The Agency Management System is integrated with Salesforce, so policy details sync automatically from the AMS into Salesforce, while policyholder contact information syncs back from Salesforce to the AMS. When a policy is created or updated in the AMS, the information is sent to Salesforce, which then keeps the associated policyholder details aligned in the AMS. This helps both systems reflect the latest policy and customer information.
FAQs
Does Financial Services Cloud work for wealth management, banking, and insurance?
Yes. Financial Services Cloud supports financial accounts, customer and household relationships, and insurance policies. We configure it around your business, whether you operate in wealth management, banking, insurance, or a combination of these services.
Can you help advisors and banking teams manage customer relationships?
Yes. We configure household and relationship mapping to help teams understand connections across customers, accounts, families, and related entities.
Can Financial Services Cloud support banking onboarding?
Yes. We can configure workflows for customer onboarding, document collection, approvals, account opening, and activation based on your existing processes and systems.
Can Financial Services Cloud support lending workflows?
We configure roles, sharing rules, and audit trail settings based on your requirements. These settings should still be reviewed against your specific regulatory obligations.
How does the AMS integration handle conflicting updates?
Sync direction is defined by data ownership. Policy details flow from the AMS into Salesforce, while policyholder contact details flow from Salesforce back to the AMS. This allows each system to remain the authoritative source for its own data.
Is this compliant with financial services, data, and audit requirements?
We configure roles, sharing rules, and audit trail settings based on your requirements. These settings should still be reviewed against your specific regulatory obligations.
What can we do for you
Consulting and Advisory
Conduct thorough business audits to craft tailored strategies for your success. Receive actionable insights and recommendations prioritized to meet your needs.
Platform Administration
Streamline your Salesforce operations with our expert administration services. From production releases to analytics, we ensure your platform is primed for success.
Custom Implementation
Tailor Salesforce solutions to fit your unique business requirements. Our seasoned experts guide you through seamless implementation processes aligned with your organization’s goals.
Integration
Seamlessly integrate tools to harness 360-degree customer insights. Align your marketing automation tools with Salesforce policies for enhanced data merging.