Financial Services Cloud: Purpose-Built CRM for FinancialServices

The only Salesforce solution designed specifically for wealth management, banking, and insurance. Manage household relationships, track referrals, aggregate financial accounts, and maintain compliance—all in one platform.

Financial Services Cloud (FSC) is Salesforce's industry-specific CRM platform built for advisors, bankers, agents, and relationship managers. Unlike generic CRM systems, FSC understands the unique needs of financial services: complex household structures, regulatory compliance, referral networks, and the need for a complete client financial picture.

The Challenge

Why Financial Services Needs a Purpose-Built CRM

Generic CRM systems weren't designed for financial services. They don't understand households, can't model complex family relationships, lack financial account objects, and don't provide the compliance features required by SEC, FINRA, and other regulators.

Common Pain Points:

Fragmented Client Data: Information scattered across custodians, core systems, andspreadsheets
No Household View: Can't see complete family relationships and financial pictures
Compliance Gaps: Missing audit trails, communication archiving, and regulatory reporting
Poor Advisor Adoption: Clunky interfaces that slow advisors down instead of helping them
Integration Nightmares: Can't connect with custodians, portfolio management systems, orfinancial planning tools

Household Relationship Management

Model complex family structures with multiple generations, beneficiaries, trustees, and external parties. See complete household financial pictures including all accounts, goals, and relationships.

Key Features:

Household object with primary and related members
Relationship mapping (spouse, child, trustee, beneficiary, advisor)
Household rollup views (total AUM, net worth, goals)
Multi-generational family trees
External party tracking (CPAs, attorneys, other advisors)

Lightning Experience Interface

Modern, intuitive interface designed for financial services professionals. Customizable dashboards, drag-and-drop components, and mobile access.

Einstein AI Integration

AI-powered insights including next best action recommendations, opportunity scoring, and predictive analytics.

Action Plans

Pre-built workflows for common financial services processes (client onboarding, annual reviews, estate planning).

Life Events

Track significant client life events (marriage, birth, retirement, inheritance) and trigger appropriate workflows.

Document Management

Secure document storage with version control, e-signatures, and integration with document management systems.

Client Portal (Experience Cloud)

Branded client portals where clients can view accounts, documents, and communicate securely with advisors.

Financial Services Expertise

We've implemented FSC for hundreds of wealth management firms, banks, and insurance companies. We understand your industry, your workflows, and your regulatory requirements.

Certified FSC Consultants

Our team holds specialized Financial Services Cloud Consultant certifications—the highest level of FSC expertise available.

Proven Accelerators

Our proprietary accelerators reduce FSC implementation time significantly while improving functionality.

Integration Excellence

We've built integrations with every major custodian, core banking system, and financial planning platform.

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Financial Services Cloud: Purpose-Built CRM for FinancialServices

Why Financial Services Needs a Purpose-Built CRM