Salesforce Data Cloud: Unified Data for Financial Services

Break down data silos and create a single source of truth for client information. Real-time data streaming, AI-powered insights, and 360-degree client views that drive personalized experiences.

Data Cloud (formerly Customer Data Platform) unifies fragmented data from core systems, custodians, portfolio management platforms, and third-party sources into a complete, real-time view of every client. Give your advisors, bankers, and agents the insights they need to deliverexceptional, personalized service.

The Challenge

The Cost of Fragmented Data

Financial services firms struggle with data scattered across dozens of systems. Client information lives in custodians, core banking platforms, policy administration systems, financial planning tools, and spreadsheets. This fragmentation creates serious problems:

Common Pain Points:

Incomplete Client Views: Advisors can't see the complete financial picture
Manual Data Entry: Staff waste hours copying data between systems
Inconsistent Data: Different systems have conflicting information
Slow Decision-Making: Can't access real-time data when it matters
Poor Personalization: Can't deliver relevant experiences without complete data
Compliance Risk: Incomplete audit trails and data lineage

Data Streams

Ingest data from any source in real-time or batch. Pre-built connectors for Salesforce objects,external databases, APIs, and file uploads.

Data Model Objects

Map your data to standard or custom data model objects. Financial services-specific objects for accounts, households, transactions, and more.

Calculated Insights

Create derived metrics and KPIs. Calculate total household AUM, lifetime value, engagement scores, and custom business metrics.

Segmentation

Build dynamic audiences based on any criteria. Create segments for marketing campaigns, service tiers, or risk categories.

Activation

Push unified data back to Salesforce CRM, Marketing Cloud, or external systems. Ensure everysystem has access to complete, accurate data.

Data Actions

Trigger workflows based on data changes. Automate processes when account balances change, transactions occur, or client behaviors shift.

Financial Services Data Expertise

We understand the unique data challenges in financial services—from custodian data feeds to core banking integrations to household aggregation.

Integration Excellence

We've built Data Cloud integrations with every major financial services platform. We know the data schemas, APIs, and best practices.

Proven Methodology

Our structured approach ensures data quality, governance, and security from day one.

Ongoing Optimization

We don't disappear after launch. Our team continuously monitors data quality and optimizes performance.

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