Skip to content

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.

Elements Image

Salesforce Financial Services Cloud Implementation

FSC implementation is the process of configuring and deploying Salesforce's industry-specific CRM for banks, wealth managers, and insurers. A successful implementation typically reduces client onboarding by 60-75% and increases advisor productivity by 40-50%.

 

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
FSC

The Solution

What Makes Financial Services Cloud Different

Financial Services Cloud is built on the Salesforce platform but includes industry-specific objects, features, and workflows designed exclusively for financial services firms.

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)

Financial Account Aggregation

Aggregate account data from custodians, banks, and investment platforms. Give advisors real-time visibility into client portfolios, balances, and transactions.

Key Features:

  • Financial account objects (brokerage, bank, insurance, retirement)
  • Real-time data feeds from custodians
  • Account hierarchy (accounts → households → advisors)
  • Transaction history tracking
  • Performance reporting

Goals-Based Planning

Track client financial goals, monitor progress, and align advice with objectives. Integrate with financial planning software for comprehensive planning workflows.

Key Features:

  • Goal objects (retirement, education, legacy, major purchase)
  • Goal progress tracking
  • Priority and timeline management
  • Integration with eMoney, MoneyGuidePro, RightCapital
  • Goal-based reporting

Referral & Lead Management

Track referral sources, manage centers of influence (COIs), and measure referral conversion.  Never let a referral fall through the cracks.

Key Features:

  • Referral objects with source attribution
  • COI relationship tracking (CPAs, attorneys, other advisors)
  • Referral pipeline and conversion tracking
  • Automated follow-up workflows
  • Referral source ROI reporting

Compliance & Audit Trails

Built-in compliance features ensure you meet SEC, FINRA, and other regulatory requirements.Field-level encryption, audit logs, and communication archiving keep you audit-ready.

Key Features:

  • Field-level audit history (who changed what, when)
  • Role-based permissions and data access controls
  • Integration with communication archiving (Smarsh, Global Relay)
  • Regulatory reporting templates
  • Data retention policies

Goals-Based Planning

Track client financial goals, monitor progress, and align advice with objectives. Integrate withfinancial planning software for comprehensive planning workflows.

Key Features:

  • Goal objects (retirement, education, legacy, major purchase)
  • Goal progress tracking
  • Priority and timeline management
  • Integration with eMoney, MoneyGuidePro, RightCapital
  • Goal-based reporting

Key Features Deep Dive

Financial Services Cloud Features
That Drive Results

Icon SVG-46

Lightning Experience Interface

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

Icon-06

Einstein AI Integration

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

Icon SVG-16

Action Plans

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

Icon SVG-17

Life Events

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

Icon-09

Document Management

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

Icon SVG-25

Client Portal (Experience Cloud)

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

numbers-02

Phase 1: Discovery

Understand your business processes and workflows, Document integration requirements, Define success metrics

numbers-03

Phase 2: Design

Configure household structures, Design data model, Plan integrations

numbers-05

Phase 3: Build

Configure FSC objects, Build integrations with custodians and core systems, Migrate data

numbers-06

Phase 4: Test & Train

User acceptance testing, Advisor training, Documentation

numbers-04

Phase 5: Launch & Optimize

Go-live support, Performance monitoring, Continuous optimization

Why Financial Services Firms Choose
Vantage Point for FSC Implementation

Financial Services Expertise

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

Certified FSC Consultants

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

Proven Accelerators

Proven Accelerators

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

Icon SVG-41

Integration Excellence

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

Our Values

FAQ

1. What is Salesforce Financial Services Cloud?

Salesforce Financial Services Cloud (FSC) is an industry-specific CRM platform built exclusively for wealth management firms, banks, and insurance companies. Unlike generic CRM systems, FSC includes pre-built objects for households, financial accounts, goals, and referrals—plus compliance features required by SEC, FINRA, and other regulators.

2. Who is Financial Services Cloud designed for?

FSC is designed for financial advisors, wealth managers, private bankers, insurance agents, and relationship managers. It's ideal for RIAs, broker-dealers, banks, credit unions, and insurance companies that need to manage complex client relationships and meet regulatory requirements.

3. What's the difference between Salesforce Sales Cloud and Financial Services Cloud?

Sales Cloud is a general-purpose CRM, while Financial Services Cloud includes industry-specific features like household relationship modeling, financial account aggregation, goals-based planning, referral tracking, and compliance audit trails. FSC understands family structures, beneficiaries, and the regulatory requirements unique to financial services.

4. How long does a Financial Services Cloud implementation take?

A typical FSC implementation takes 8-16 weeks depending on complexity, integrations, and data migration requirements. Simpler implementations for smaller RIAs can launch in 6-8 weeks, while enterprise implementations with multiple custodian integrations may take 4-6 months.

5. Can Financial Services Cloud integrate with my custodian?

Yes. FSC integrates with all major custodians including Schwab, Fidelity, Pershing, TD Ameritrade, and others. These integrations enable real-time account data feeds, transaction history, and portfolio visibility directly within Salesforce.

6. How much does Financial Services Cloud cost?

Salesforce Financial Services Cloud pricing starts at $300/user/month for the Enterprise edition. Total implementation costs vary based on customization, integrations, and data migration—typically ranging from $50,000 to $250,000+ for full implementations.

7. Is Financial Services Cloud compliant with SEC and FINRA regulations?

Yes. FSC includes built-in compliance features such as field-level audit trails, role-based access controls, communication archiving integrations (Smarsh, Global Relay), and data retention policies to help firms meet SEC, FINRA, and state regulatory requirements.

8. What financial planning tools integrate with FSC?

Financial Services Cloud integrates with leading financial planning software including eMoney, MoneyGuidePro, RightCapital, and Orion. These integrations sync client goals, planning scenarios, and account data between systems.

9. Can FSC track household relationships and family structures?

Yes. FSC's household object models complex family structures including spouses, children, beneficiaries, trustees, and external parties like CPAs and attorneys. Advisors can see complete household financial pictures with total AUM, net worth, and multi-generational relationships.

10. What is the best way to migrate from Sales Cloud to Financial Services Cloud?

Migrating from Sales Cloud to FSC requires mapping existing data to FSC's industry-specific objects (households, financial accounts, goals), reconfiguring workflows, and retraining users. Working with a certified FSC implementation partner ensures data integrity and minimizes disruption.

Resource Center

The Complete Guide to Salesforce for Financial Services

Running Salesforce and HubSpot Together in Financial Services: A Practical Architecture Guide

Running Salesforce and HubSpot Together in Financial Services: A Practical Architecture Guide

Learn how financial services firms successfully run both Salesforce FSC and HubSpot together. Practical architecture guide for wealth manag...

Running Salesforce and HubSpot Together in Financial Services: A Practical Architecture Guide
David Cockrum

February 15, 2026

How a Global Investment Management Firm Unlocked Growth and Operational Excellence Through Strategic CRM Transformation

How a Global Investment Management Firm Unlocked Growth and Operational Excellence Through Strategic CRM Transformation

How Vantage Point helped a mid-market investment firm modernize operations, automate compliance, and deliver AI-driven client experiences w...

How a Global Investment Management Firm Unlocked Growth and Operational Excellence Through Strategic CRM Transformation
David Cockrum

February 15, 2026

Salesforce
The Vantage Point Process: From Discovery to Go-Live and Beyond

The Vantage Point Process: From Discovery to Go-Live and Beyond

Discover Vantage Point's 5-phase CRM implementation process — from discovery to go-live and beyond

The Vantage Point Process: From Discovery to Go-Live and Beyond
David Cockrum

February 14, 2026

Salesforce

Ready to Transform Your Financial Services Operations withFSC?

Schedule a consultation to discuss your Financial Services Cloud needs. Let's explore how FSC can help you deliver better client experiences and drive growth.