Financial Services Cloud Quick Start

Fast-Track Client Relationships with Salesforce Financial Services Cloud Quick Start

Why Financial Services Cloud (FSC), Why Is It Important?

From cumbersome and delayed customer onboarding to a lack of visibility into clients’ financial plans, wealth managers face a myriad of challenging industry dynamics. With Financial Services Cloud Quick Start, you can break through these barriers and deliver personalized insights at scale.

Salesforce Financial Services Cloud (FSC) Quick Start is your gateway to smarter wealth management. By unifying client data on an integrated platform, FSC personalizes every interaction, enhances financial advisors’ productivity, and sets your wealth management services apart. The Salesforce Financial Services Cloud, from the world’s leading CRM provider, is the ideal solution for financial organizations seeking to stay competitive and keep up with the latest technological innovations in the industry.

With the FSC Quick Start package, you can:

Simplify and expedite the customer onboarding process.
Personalize financial engagement.
Modernize advisor interactions.
Amplify your ROI through trusted relationships.

What is Our FSC Expertise in WEALTH Management?

FSC Quick Start Package: What’s Included

Discovery and planning

Our experts identify client needs, write user stories, and plan for smooth client experiences.

Configuration and setup

We quickly execute the initial setup and data model configuration for Salesforce FSC.

Data mapping and migration

We conduct dry runs to ensure secure data migration from legacy systems to Salesforce FSC object mappings.

Training and enablement

Equip your teams with expert-led training, recordings, and user guides. Implement a change management strategy for smooth adoption.

Post-implementation support

Benefit from two weeks of post-go-live support tailored to your FSC wealth management needs.

FSC Quick Start Package

Rollout in 12-14 weeks

Consolidate data from multiple sources.
Deliver exceptional client services.
Personalize financial engagement.
Boost advisor productivity.
Achieve a quick ROI and maximize license value.

Features of Financial Services Cloud Quick Start Package

Client and household management

Manage client data and scale client service, all from a single comprehensive platform.

Financial accounts and assets

Capture customer accounts, encrypt data, summarize transactions, and manage assets.

Interaction and engagement tracking

Monitor every client engagement intelligently with Einstein to deliver personalized investment advice.

Actionable Relationship Center (ARC)

This center offers a 360-degree view of wealth management clients, with hierarchical information that captures all communications.

Milestones and alerts

Automatically track business milestones (for example, merge my consultancy and extend my travel) or personal life events and receive alerts.

Process automation

With Action Plans, you can enable automated process sequences. You can also set up predefined templates to automatically trigger tasks.

Security and UI updates

Protect sensitive client data with advanced security and enjoy a refreshed UI to access data-driven insights.

Add-on features

Customer Portal Implementation, Appointment Scheduler with Advisors, and Chatbot Setup (available at an additional cost) allow clients to access financial information anytime, schedule meetings, and enhance engagement.

The Future of Wealth Management: A Trifecta of Innovation with Einstein, Data Cloud, and Agentforce

Einstein

Powers personalized recommendations, predictive analytics, and automation, which enables advisors’ investment strategies.

Data Cloud

Provides a unified view of customer data, enabling wealth managers to gain deeper insights into their clients' financial behaviors.

Agentforce

Offers AI-powered agents that can handle routine tasks, freeing up advisors to focus on high-value client interactions and complex financial planning.