The Only CRM Built for Financial Services
Get a purpose-built CRM for wealth managers, RIAs, broker-dealers, and banks. Compliance built-in, household management included, accelerated implementation timeline.
Why Financial Services Cloud Beats Sales Cloud
Sales Cloud is generic. Financial Services Cloud is purpose-built for your industry with compliance, household management, and financial workflows baked in.
Built-In Compliance
FINRA, SEC, and SOC 2 controls built into every implementation. Automated audit trails, data retention, and regulatory reporting.
Household Management
Complete 360° view of client households with relationship hierarchies, account aggregation, and family office capabilities.
Client Lifecycle Management
Track clients through every stage from prospect to referral with automated workflows and intelligent next-best-actions.
Document Management
Secure document storage with version control, e-signatures, and automated compliance checks for client paperwork.
Advanced Security
Field-level encryption, data masking, and granular access controls to protect sensitive financial information.
Einstein AI Integration
Predictive insights for client risk, opportunity scoring, and automated next-best-action recommendations.
Sales Cloud vs. Financial Services Cloud
| Feature | Sales Cloud | FSC |
|---|---|---|
| Household Management | ❌ | ✅ |
| FINRA Compliance Controls | ❌ | ✅ |
| Financial Accounts & Goals | ❌ | ✅ |
| Wealth Management Workflows | ❌ | ✅ |
| Document Compliance Tracking | ❌ | ✅ |
| Client Lifecycle Management | Partial | ✅ Full |
Specialized for Your Industry
Pre-configured for financial services verticals with industry-specific workflows and compliance controls
Wealth Management
Complete solution for RIAs and wealth advisors managing high-net-worth clients
Broker-Dealers
Compliance-first CRM with built-in FINRA regulations and automated reporting
Banking
Retail and commercial banking solutions with account management and lending workflows
Insurance
Policy management, claims tracking, and client lifecycle management for insurance firms
FSC Implementation Investment
Purpose-built implementation for financial services firms
Quick Start
6-8 weeks
- FSC core setup
- Household management
- Client data migration
- Core compliance controls
- User training
Standard
10-14 weeks
- Everything in Quick Start
- Financial accounts & goals
- Portfolio integration (3-5)
- Advanced workflows
- Document management
Enterprise
16+ weeks
- Everything in Standard
- Einstein AI & analytics
- Multi-org architecture
- Custom development
- Dedicated project team
💡 Most standard implementations complete within 60-90 days • Fixed-price available
Get Custom Quote for Your FirmFSC Implementation FAQs
Common questions about Financial Services Cloud
Do we need FSC if we already have Sales Cloud?
Yes. FSC includes critical features like household management, financial account tracking, and compliance controls that aren't available in Sales Cloud. Trying to build these in Sales Cloud costs more and takes longer than implementing FSC properly.
How does FSC handle FINRA compliance?
FSC includes built-in compliance controls: automated audit trails, field-level encryption, data retention policies, and regulatory reporting templates. We configure these to meet your specific FINRA, SEC, and state requirements during implementation.
Can FSC integrate with our portfolio management system?
Yes. We regularly integrate FSC with major portfolio management systems (Orion, Tamarac, Black Diamond, Addepar, etc.) and custodians (Schwab, Fidelity, TD Ameritrade, Pershing). Integration is included in all Standard and Enterprise packages.
What's the typical ROI timeline?
Most firms see positive ROI within 9-12 months through increased advisor productivity (30-40% time savings), improved client retention (15-20% improvement), and faster onboarding (50% reduction). We provide detailed ROI projections during the assessment.
Do you provide ongoing support after implementation?
Yes. Every implementation includes 30 days of post-launch support. After that, we offer managed services starting at $5K/month for ongoing system administration, optimization, user support, and quarterly Salesforce releases management.
Ready to See FSC in Action?
Schedule a personalized demo to see how Financial Services Cloud can transform your firm's operations