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Salesforce Financial Services Cloud
Financial Services Cloud only pays off when the data model matches the business: households and relationships, financial accounts with real rollups, and workflows built for regulated work. Implemented generically, it's an expensive Sales Cloud. We implement it the way it was designed to run, for banks, wealth firms, and insurers.
Fixed fee. A contractual floor of finished work every month, with a refund behind it. First production release in week one.
Sound familiar?
Relationships live in the advisor's head; the CRM shows disconnected contacts.
AUM rollups don't reconcile with the book of record, so nobody trusts the dashboard.
Bankers refer, nothing routes, nobody follows up, and the branch and the wealth team blame each other.
Interaction records, disclosures, and books-and-records live in email and hope.
The FSC data model transition stalled and both models are half-live.
The build
Person accounts, households, relationship groups, and reciprocal roles modeled for your book: individuals, joint accounts, trusts, businesses, and the beneficiaries and centers of influence around them. The foundation everything else stands on, designed before it calcifies.
Relationship visualization configured so advisors and bankers see the full household graph (who owns what, who influences whom, who's related to whom) and can act on it from the same screen.
Financial account objects, balances, holdings, and rollup configuration so AUM, deposits, and wallet share aggregate correctly at client and household level, and reconcile against your book of record.
Referral capture, scoring, routing, and tracking across lines of business: branch to wealth, banker to lender, service to sales. SLA timers and closed-loop reporting so referrals stop dying in inboxes.
Templated action plans for repeatable regulated processes (onboarding, KYC refresh, account opening, claims) with task assignment and document checklist tracking, so every client goes through the same auditable process.
FSC's compliant data sharing configured to your supervisory structure, plus interaction summaries with confidentiality controls so notes are captured for books-and-records without oversharing across teams.
Banker, advisor, and service consoles tuned per role: relationship context, alerts, next-best-action placement, and the ten-clicks-to-two work that decides whether the front line actually uses it.
Policy and claim objects, producer relationships, and service processes for carriers and agencies running FSC's insurance model.
Structured migration from Sales Cloud or Service Cloud onto the FSC data model: object mapping, person account conversion strategy, data transformation, and cutover sequencing. This is the project most partners quietly botch; we've run it.
Integration architecture to core banking platforms, custodians, and portfolio systems: batch and real-time patterns, transformation, and the reconciliation controls that keep CRM and book of record honest.
Platform encryption, event monitoring, field audit trail, and the role hierarchy and sharing design that survives an examiner. Every change documented automatically with a full audit trail: compliance-grade documentation is a byproduct of how we deliver, not a deliverable you pay extra for.
Month one
DAISA maps your current data model, sharing architecture, and integration surface. Backlog prioritized with your leadership. First fixes in production.
Household and relationship architecture designed and validated against real book-of-business scenarios: the trusts, the joint accounts, the messy families.
Referrals, action plans, ARC, or console work, sequenced by your priorities. Documentation and audit trail generated as we build.
Everything shipped, everything found, and a 90-day roadmap you can share with your risk and compliance partners as easily as your board.
The guarantee
You tell us the results you need: referral conversion, onboarding cycle time, advisor adoption, a migration completed. We value each one together and write a monthly floor of finished results into the contract. A floor, not an estimate. Cash back if we miss. No change orders, ever.
In the contract before we start.
Same percentage of fees back that we missed by. Cash, not credits.
New priority moves to the front. Nothing becomes an invoice.
Related clouds
FAQ
If households, financial accounts, and regulated workflows matter to your business, yes, and the earlier the better: the data model transition gets more expensive every year you wait. If you just need pipeline management, we'll tell you to keep Sales Cloud. We'll show you the honest tradeoff in your context.
That's the environment we build for: Shield encryption, audit trails, compliant data sharing, and documentation generated automatically on every change. Your security review gets evidence, not assurances.
Through deliberate integration architecture: batch or real-time patterns depending on the source, transformation into the FSC model, and reconciliation controls. We design this before configuration starts, because retrofitting it is where FSC projects die.
First production releases in week one. A focused build (referral management, a banker console) runs weeks; a full data-model migration with integrations fits a 6 to 12 week Launch with sequenced cutover. Fixed fee, fixed timeline.
The FSC data model spans all three and so does our delivery experience: household and advisory models for wealth, referral and branch workflows for banking, policy and producer structures for insurance.
Bring us your org and your book structure. We'll show you what an FSC POD ships in month one and put a delivery floor on paper.
