We implement Salesforce Financial Services Cloud for banks, wealth managers, and insurers — relationship-aware servicing, household and entity management, compliance workflows, and integration into core banking and wealth platforms.
A wealth-management client is also part of a household, which holds entities, which controls accounts, which carry positions. A Sales Cloud-out-of-the-box implementation flattens that hierarchy and breaks half the workflows on contact day one.
Household and entity model used as designed. Financial accounts and life events as first-class objects. Compliance and audit workflows configured into the platform. Integration to core banking, custody, or policy administration via APIs.
Households visible end-to-end. Compliance and KYC review workflows running inside the CRM. Servicing workflows aligned with the bank/wealth manager's actual operating model. Audit trail that satisfies the internal compliance review.
Household, group, and entity management with relationship-aware servicing and aggregated views.
Financial account objects, position tracking, holdings, and household-level rollups.
Life event tracking, financial goals, planning conversations, and outreach planning aligned to events.
KYC review, AML monitoring, suitability assessments, and audit-trail-driven compliance review.
Integration to Finacle, Flexcube, Temenos, Mambu, custody systems, and policy administration systems.
Case management aligned with bank/wealth/insurance servicing — escalations, SLAs, and approval workflows.