Financial Services Cloud
Deliver Trusted, Personalized Financial Experiences with Salesforce Financial Services Cloud
Empower advisors, bankers, and insurers with a unified view of clients and households. Salesforce Financial Services Cloud helps financial institutions build stronger relationships, improve compliance, and drive growth with data-driven insights.
Get a Free Quick Salesforce Solution
What is Salesforce Financial Services Cloud?
Salesforce Financial Services Cloud (FSC) is a purpose-built CRM for banks, wealth managers, and insurance providers. It brings together customer profiles, financial accounts, interactions, and goals into one place, enabling personalized engagement while maintaining strict regulatory compliance.
Our Financial Services Cloud Services
Implementation & Setup
Tailored FSC deployments for banking, insurance, and wealth management firms.
Client 360° View
Unified client, household, and financial account data for a single source of truth.
Insurance & Policy Management
Automate claims processing, policy tracking, and customer engagement.
Integration with Core Banking & ERP
Securely connect FSC with accounting, trading, and ERP platforms.
Compliance & Security Setup
Ensure your organization meets global standards like GDPR, FINRA, and SEC regulations.
Ongoing Support & Enhancements
Continuous optimization aligned with financial industry needs and Salesforce releases.
Key Benefits of Our Services
- Personalized client and household engagement
- Streamlined onboarding and faster service delivery
- Improved compliance and risk management
- Actionable financial insights powered by AI
- Stronger client-advisor and client-banker relationships
Industries We Serve
- Banking – Retail, corporate, and investment banking solutions
- Wealth Management – Portfolio tracking, financial planning, and client engagement
- Insurance – Policyholder engagement, claims management, and agent support
- Lending & Mortgage – Loan origination, servicing, and borrower engagement
- FinTech & Investments – Digital-first client management and trading integrations
Industries We Serve
- Salesforce-certified Data Architect & FSC consultants
- Proven success in banking, insurance, and wealth management projects
- Strong expertise in regulatory compliance and secure integrations
Is Financial Services Cloud only for banks?
No, FSC is built for banks, insurers, wealth managers, and lending institutions.
Can FSC integrate with my existing core banking or ERP system?
Yes, we specialize in integrating FSC with core banking, ERP, and third-party apps.
How secure is Financial Services Cloud?
FSC is enterprise-grade and supports compliance with regulations like FINRA, SEC, and GDPR.
