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SALESFORCE PARTNER
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Financial Services Cloud (FSC) is a platform that supports wealth management and commercial banking. It also supports the retail banking and the insurance carrier market.Initially, the ...
Financial Services Cloud (FSC) is a platform that supports wealth management and commercial banking. It also supports the retail banking and the insurance carrier market.
Initially, the Financial Services Cloud supported wealth management only. However, now it continues to enhance its assistance in other financial aspects like banking and insurance as well.
Salesforce’s Financial Service Cloud comes with a pre-built data model. It can be used to help captive insurance agents, advisors, and bankers. With the help of FSC data, they can easily keep track of their prospective clients.
Why leading US businesses choose Financial Services Cloud — and Cloudy Coders to implement it.
Automate repetitive tasks, streamline approvals and let your team focus on closing — not admin work.
Custom dashboards give leadership instant insight into revenue forecasts, deal stages and team performance.
Connect Salesforce with your ERP, marketing tools, billing systems and any third-party platform.
Capture, score and route leads automatically. No more leads falling through the cracks.
360-degree customer view across every touchpoint so your team always has context before every call.
Built to grow with you. Add users, territories, and processes without rebuilding from scratch.
FSC allows you to interact with rich client profiles. You can personalize the event with their personal goals and significant life events. You can also enjoy the benefit of proactive tracking and event alerts. These help you to reach out to your clients when they need you the most.
You can automate your entire routine with the help of powerful productivity tools. Salesforce FSC also provides you with integrated applications. This lets you keep track of all the referrals. So, you can never drop a new client opportunity.
TThe FSC lets you connect with clients from any device. So now you can improve your relationship with customers by engaging in micro-moments and responding timely.
The Financial Services Cloud of Salesforce is built on the world’s number 1 CRM solution. Here you can get service partners like Accenture, ASI, Deloitte, and Informatica among others.
Salesforce’s Financial Service Cloud is a collaboration with leading clients across the industry of financial services. This platform ensures a seamless experience for you which promotes personal client engagement.
FSC has a unique client data model. It allows you to access all the information required by you to strengthen engagement with every prospective client. You can also partner with the best-in-class leaders of the industry. It gives you the ability to deliver superior services.
You can also rebalance the portfolio, and get custodian data service and asset aggregation from every account. Moreover, Salesforce also updates its FSC features three times a year. So you can have access to enhanced features which can accelerate the growth of your business.
Cloudy Coders provides one of the most user friendly and customized FSC implementations in the market. Our Financial Services Cloud integrates all the features of FSC in the best manner. Moreover, the personalized customization feature is also among the best in the market.
You can have the most customizations with Cloudy Coders' Financial Services Cloud. In addition, you will also get access to some one-click features like view data and client information. Due to all these industry-specific features, the Financial Services Cloud implementation by Cloudy Coders is the most preferable service for your financial services organization.
There are a lot of distinctive features in the Financial Services Cloud that were missing in the Sales and Service Cloud for a long time. The development of this cloud was done to especially please the financial services vertical. Many out-of-the-box features are specifically developed for the Industry. Some of them are given below.
This model allows financial advisors to manage all the clients' related data in one place. No matter whether the data is regarding their household or businesses, it can be accessed anywhere and anytime.
Moreover, apart from the CRM, Financial Services Cloud offers three industry-specific relationship managers.
Account-Contact Relationships(ACR) - it is used to maintain the account-contact relationship between the client and their household.
Account-Account Relationships(AAR) - It is used to build relations between households and businesses or organizations.
Contact-Contact Relationships - It is used in the case of relationships between the households' members and other contacts.
Financial Account Object is another industry-specific tool that helps in keeping track of the clients' investing habits. The data obtained by it can be used to plan the perfect strategy for the clients to meet their goals. Moreover, it also keeps the data that specifies the role of a member in the account.
This feature of the Financial Services Cloud helps to keep track of the leads and referrals. It provides all the information about the lead and its referral if any. The Referral Tracking System in Financial Services Cloud works in a very precise manner and updates everything about the status of referrals.
A referral in the Financial Services Cloud goes through four different steps. These steps include everything from activation of referral to the conversion of referral into a client.
Action Plans Management is one of the most useful features of the Financial Services Cloud. It automates those tasks which appear repeatedly in the process. It automatically assigns tasks to your team members.
Such as if there is a new client to come on board, then it will auto-assign the tasks to your team members. From the first meeting to the discussion of financial goals, all these tasks will be sent to the employees.
With this tool, you can access analytics of clients based on the data synthesized by the Financial Services Cloud. You can make precise and good decisions for your clients and build your positive image.
These analytics include Asset Under Management (AUM), Relationship Management dashboard, Overview dashboard, etc. Along with this, you will also get access to Einstein Analytics.
Cloudy Coders provides one of the most user friendly and customized FSC implementations in the market. Our Financial Services Cloud integrates all the features of FSC in the best manner. Moreover, the personalized customization feature is also among the best in the market.
You can have the most customizations with Cloudy Coders' Financial Services Cloud. In addition, you will also get access to some one-click features like view data and client information. Due to all these industry-specific features, the Financial Services Cloud implementation by Cloudy Coders is the most preferable service for your financial services organization.
No surprises. Here's exactly what happens from first call to go-live.
Salesforce Financial Services Cloud is a cloud-based CRM platform that helps businesses manage customer relationships, automate workflows, and drive growth. Cloudy Coders specialises in end-to-end Financial Services Cloud implementations for US businesses.
A standard implementation takes 4-8 weeks depending on complexity, number of users, and integrations required. We follow a proven 5-step process to ensure on-time delivery.
Projects start from $3,000 for standard setups. We provide fixed-fee quotes after a free scoping call — no surprises, no hidden costs. Contact us for a tailored estimate.
Yes. We handle complete data migration from any legacy CRM — HubSpot, Zoho, Dynamics, Pipedrive, spreadsheets — with zero downtime and full data integrity checks.
Yes. Every implementation includes user training and 30 days of post-go-live support. We also offer ongoing retainer support for continued optimisation and new feature rollouts.
Free 15-minute call with a certified architect. Fixed-fee quote in 48 hours. No commitment.