Financial Services Cloud: Purpose-Built CRM for Financial Services
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.
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 across custodians, core systems, and spreadsheets
- •No household view of complete family relationships
- •Compliance gaps with missing audit trails
- •Poor advisor adoption due to clunky interfaces
- •Integration nightmares with custodians and planning tools
The Solution:
Financial Services Cloud is built on the Salesforce platform but includes industry-specific objects, features, and workflows designed exclusively for financial services firms. It understands households, compliance requirements, and the unique needs of advisors, bankers, and agents.
What Makes Financial Services Cloud Different
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.
Financial Account Aggregation
Aggregate account data from custodians, banks, and investment platforms. Give advisors real-time visibility into client portfolios, balances, and transactions.
Goals-Based Planning
Track client financial goals, monitor progress, and align advice with objectives. Integrate with financial planning software for comprehensive planning workflows.
Referral & Lead Management
Track referral sources, manage centers of influence (COIs), and measure referral conversion. Never let a referral fall through the cracks.
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.
How Financial Services Firms Use Financial Services Cloud
Wealth Management
Wealth management firms use FSC with custodian integrations to unify client data, create household views, track referrals, and deliver personalized advice at scale.
- 350% improved data completeness
- 50% enhanced advisor adoption
- 33x boost in client capacity
Banking
Banks use FSC to modernize customer experiences, streamline loan origination, and manage relationships across retail, commercial, and digital channels.
- 200% improved loan processing
- 385% enhanced customer engagement
- 25% reduced operational costs
Insurance
Insurance carriers and brokers use FSC for agency management, policy lifecycle management, claims processing, and producer workflows.
- 71% reduced case closure times
- 75% cut in infrastructure costs
- 2.7 day decrease in wait times
Ready to Transform Your Operations with Financial Services Cloud?
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.