Financial Services
Banking, wealth and insurance on Financial Services Cloud — household and relationship models that hold up to a regulator, and onboarding that does not take three weeks of email.
The stack we usually land on
01
The problem
What we hear in this sector.
A
Advisers rebuild the client picture by hand because relationships and households were never modelled.
B
Onboarding and KYC live in email and a shared drive, and audit asks where the evidence is.
C
The core banking platform is the source of truth and nothing else can see it in real time.
02
What we build
The four things that move the needle.
Household and relationship model
Clients, households, related accounts and beneficial ownership modelled so an adviser sees the whole picture on one record.
Onboarding and KYC workflow
Document capture, checks and approvals as a tracked process with a timestamped audit trail rather than an inbox.
Core banking integration
Balances and transactions surfaced live through MuleSoft or Salesforce Connect, without copying regulated data you do not need.
Compliance and field audit
Shield event monitoring, field audit trail and a sharing model documented for examiners before they ask.
03
Where it lands
Advisers spending the morning advising rather than assembling.
- Time to complete client onboarding
- −60%
- Record showing the full household
- 1
- Onboarding steps with an audit trail
- 100%
In the field
Case study · The U.S. wealth-management arm of a global bank
Client onboarding cut from weeks to 24 minutes, then meeting prep handed to an agent.
Twenty-six adviser systems consolidated into Financial Services Cloud, and a meeting-prep agent shipped in six weeks on top of it.
Other industries
Tell us how your sector actually works.
Thirty minutes with an architect who has built in this sector. We will tell you which industry cloud is worth the licence and which parts you can do on core Salesforce.