Empower Your Financial Firm with Expert Salesforce Implementation

In today’s rapidly evolving financial landscape, building meaningful relationships with customers is paramount. Salesforce Financial Services Cloud (FSC) is designed to streamline this effort, and our specialized implementation services ensure that you harness its full potential to thrive.

Why Opt for Our Salesforce FSC Implementation Services?

  1. Industry Expertise:

Before FSC was created, Elise was the lead wealth management expert at a mid-sized Salesforce Partner, responsible for implementing financial services clients onto FSC’s predecessor, Salesforce’s Wealth Management template. 

Her expertise on LPL’s wealth management template was so strong that she was asked by LPL to execute their 4x/month new client training live webinars. 

When FSC was released in beta, Elise was on a small team of consultants hand-selected by Salesforce to implement the new template and provide feedback to Salesforce’s product developers. As a result, she is well-versed with the nuances of not only the needs of wealth management businesses, but also the nuances and structure of the FSC template. 

She was one of the first partner consultants to earn the FSC Accreditation and participated in an onsite session with the Salesforce Industries team to provide feedback that would go on to shape the exam’s content.

As a result of these experiences over an 8 year period, we are uniquely positioned to prioritize your business’s unique challenges and tailor Salesforce FSC to address them effectively.

  1. Comprehensive Approach:
    From understanding your unique requirements to post-implementation support, our services cover the entire spectrum, ensuring you get the most out of your investment.
  1. Seamless Integrations:
    Integrate with your existing systems effortlessly. Whether it’s banking systems, trading platforms, or CRM tools, we ensure seamless connectivity.
  1. Customization Excellence:
    Salesforce FSC offers myriad features. We tailor them to align perfectly with your business goals, ensuring a personalized experience for your clients and staff.

Industries We Cater To

  • ERetail Banking
  • EWealth Management
  • EInsurance
  • ECapital Markets
  • EMortgage and Lending
  • EInvestment Banking

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