Financial Services Cloud. Banking, wealth, and insurance on the #1 AI CRM.
Financial Services Cloud (FSC) for retail banking, wealth management, and insurance. We unify data from core banking, wealth, and policy systems around the client and embed compliance controls directly into the workflows your relationship managers run every day.
70%
faster onboarding
Audit
prep in minutes, not weeks
+24
client NPS lift
Financial Services Cloud · Einstein GPT · Action Plans
Capabilities
What we ship for Financial Services Cloud.
Every engagement is custom, but here's the work we do most often, and the work we're known for.
Client 360 & households
Unified view of assets, liabilities, policies, life events, and risk profiles across the entire household.
KYC, AML & Process Compliance
Prebuilt objects for identity checks, sanctions screening, and Process Compliance Navigator with real-time audit reporting.
Action Plans & Financial Goals
Repeatable client journeys for onboarding, account opening, and life events with assigned owners and SLAs.
Agentforce for Financial Services
Einstein GPT drafts KYC summaries, client emails, and call scripts grounded in the client's financial data.
How we engage
Three ways to work with us on Financial Services Cloud.
Architecture Review
We audit your current setup, surface the risks, and ship a defensible roadmap.
Implementation
We design, build, and launch new Salesforce capabilities to live production.
Managed Services
Embedded senior team, monthly cadences, quarterly optimization sprints.
Financial Services Cloud
Let's simplify financial services cloud.
Together.
Tell us what's broken, what's missing, or what you'd build if budget weren't the bottleneck. We'll come back with the financial services cloud plan.