Client-first banking and wealth, powered by AI.
We implement Financial Services Cloud across retail banking, wealth management, insurance and commercial lending — with Data Cloud, MuleSoft and Agentforce layered on top.
What Salesforce offers on Financial Services.
Financial Services Cloud is Salesforce's industry CRM for retail and commercial banking, wealth and asset management, insurance and mortgage. It provides prebuilt data models for households and relationships, client onboarding and KYC flows, advisor and banker desktops, policy and claims lifecycle, and integrates with Data Cloud, MuleSoft and Agentforce for banking-specific AI use cases.
What we hear from Financial Services leaders.
- 01KYC, AML and client onboarding still involve manual handoffs and 3-week cycle times.
- 02Legacy core banking and policy admin systems block a real client 360 and slow every regulatory response.
- 03Advisors and bankers want a copilot grounded in households, positions and interactions — not another tab.
Where Financial Services programmes get stuck.
Legacy core banking and policy admin systems make a unified client 360 hard to achieve.
KYC, AML and onboarding involve manual handoffs and long cycle times.
Advisor and banker desktops are cluttered with disconnected tools.
Regulatory, residency and audit obligations block AI adoption without Shield and clear governance.
Where we automate Financial Services — end to end.
Every engagement targets a specific set of automation and AI plays, scoped so value shows up in weeks — not quarters.
Digital onboarding & KYC
Orchestrated intake, document capture, KYC/AML checks and downstream provisioning.
Advisor & banker copilots
Einstein Copilot and Agentforce grounded on households, positions and interactions.
Claims & servicing automation
Straight-through processing with intelligent document processing.
Personalised next-best-action
Data Cloud signals driving cross-sell and retention plays across channels.
What we deliver on Financial Services
Client Onboarding & KYC Automation
Digital intake, document capture and AML/KYC orchestration across banking, wealth and insurance.
Advisor & Banker Desktop
Householding, book of business and next-best-action on a single relationship console.
Next-Best-Action Cross-Sell
Data Cloud signals driving deposit, lending and protection offers at the point of conversation.
Fraud & Anomaly Signalling
Pattern detection surfaced into cases and alerts, with audited handling paths.
Complaints & Dispute Handling
Regulated complaint intake, SLA clocks, root-cause coding and redress workflows.
Credit & Lending Decision Support
Application orchestration, document review and exception routing to credit officers.
Policy, Claims & Servicing
Policy lifecycle, FNOL intake and claims status with Agentforce deflection.
Client 360 & Data Unification
Identity resolution across core banking, custody, policy admin and CRM.
Automated Regulatory Reporting
Audit trail, evidence packs and reporting automation for supervisory reviews.
What blocks Financial Services programmes — and how we clear it.
Onboarding drags across KYC, credit and product teams, and clients drop out mid-application.
Single FSC intake with document capture, automated AML/KYC checks and orchestrated exception routing — one status view for client and banker.
Advisor and banker data sits in core banking, custody and policy admin; nobody sees the household.
Data Cloud identity resolution into a householded relationship console with next-best-action on live signals.
Every AI or service change triggers a supervisory conversation before it can ship.
Controls built in from design: audit trail on every DML, Shield encryption, retained interaction records and human approval on regulated decisions.
Obligations we design into every Financial Services build.
Industry-specific, region-specific and cross-cutting rules — addressed in the architecture, not bolted on at go-live.
FINRA / SEC 17a-4
WORM-compliant archiving of advisor communications and CRM records, supervisory review queues, and retention policies enforced at the object level.
MiFID II
Call and interaction recording linked to the client record, suitability evidence captured at point of advice, and cost-disclosure tracking.
DORA
ICT third-party register, resilience testing evidence and incident-reporting workflows for CRM-adjacent services.
PCI DSS
No PAN in Salesforce — tokenised payment references, scoped permission sets and masked fields on service consoles.
GLBA / CCPA-CPRA
Safeguards Rule access controls, privacy notice handling, opt-out of sale/sharing and deletion workflows wired to Data Cloud.
SOX
Segregation of duties on revenue-relevant objects, change control on Flows and Apex, and quarterly access recertification.
Basel / AML directives
Sanctions and PEP screening integration, SAR case handling and immutable investigation trails.
EU AI Act
Risk classification for every Agentforce and Einstein use case, human-in-the-loop on high-risk decisions, model/prompt documentation, logging and transparency notices.
GDPR / UK GDPR
Lawful basis mapping, data minimisation in Data Cloud, consent and preference management, DSAR fulfilment, right-to-erasure runbooks and EU data residency (Hyperforce).
SOC 2 / ISO 27001 / ISO 42001
Least-privilege permission sets, change control, encryption with Shield Platform Encryption, event monitoring and evidence packs aligned to your control framework.
NIST AI RMF
Govern-Map-Measure-Manage applied to agent design: grounding sources, evaluation sets, drift monitoring and escalation paths documented per agent.
Accessibility (WCAG 2.2 AA)
Experience Cloud and LWC components tested for keyboard, contrast and screen-reader conformance.
Guidance on delivery practice, not legal advice — obligations are confirmed with your legal, risk and compliance functions during discovery.
Reusable assets we bring to your Financial Services programme.
Battle-tested blueprints, reference builds and diagnostics that compress discovery and de-risk delivery from day one.
Digital Onboarding Blueprint
KYC/AML orchestration, document capture and downstream provisioning for banking and wealth.
Advisor Copilot Kit
Agentforce reference agent grounded on households, positions and interaction history.
Regulatory & Shield Playbook
Encryption, audit, residency and eval patterns for regulated AI use cases.
Systems we routinely wire into Financial Services.
MuleSoft-led API architecture with reference connectors and reusable patterns across the systems your teams already rely on.
Which edition fits.
FSC Growth
For retail banking, lending and insurance mid-market rollouts.
FSC Enterprise + Shield
For large banks, wealth managers and insurers requiring encryption and audit at scale.
Legacy → target state.
- 01Legacy CRM (Siebel, MS Dynamics for Financial Services) → Financial Services Cloud.
- 02Manual KYC / onboarding → Digital orchestration on FSC + MuleSoft.
- 03Core banking silos → FSC + Data Cloud unified client 360.
A four-stage delivery model.
See the full methodology for artefacts, cadences and governance at each stage.
Discover
Two-week diagnostic on your Financial Services landscape, org health and target outcomes.
Design
Reference architecture, data model and phased roadmap signed by a Principal Architect.
Deliver
Agile pods with embedded architects, hypercare and change enablement built in.
Evolve
Managed services, evals and quarterly value reviews to compound the return.
Where Financial Services moves the P&L.
We frame every Financial Services programme against three impact vectors — so the business case survives beyond go-live.
- Revenue
42% onboarding time cut
Faster cycles, higher conversion and more productive teams operating on Financial Services.
- Cost to serve
3.2x advisor productivity
Automation, AI deflection and consolidation of overlapping tools and processes.
- Time to value
27% cross-sell uplift
Fixed-price discovery, reusable accelerators and Principal Architect leadership from day one.
How CRMPRACTICE engages
Every engagement starts with a fixed-price discovery — a Principal Architect leads a 2-week diagnostic and delivers a de-risked roadmap before any build begins. See engagement models for commercial options.
- 01FSC implementation
- 02Advisor experience & wealth build
- 03Insurance rating & policy integration
- 04Agentforce for banking service
Model the Financial Services business case.
Model onboarding acceleration, cross-sell lift and complaint-to-resolve efficiency.
Risk reflects change-management complexity, integration surface and AI governance load — CRMPRACTICE accelerators reduce this on delivery.
- 30% attribution on cross-sell.
- Complaints tied to onboarding friction (50% overlap).
Directional model for early business cases. CRMPRACTICE will validate with your data during discovery.
Ready to accelerate your Financial Services programme?
Speak with a Principal Architect about your roadmap, current state and success metrics.
Book a consultation