Financial Services Cloud for banks, wealth, and insurance. Household models, compliance workflows, and a client view the advisor can trust.
FSC is Salesforce’s industry CRM for banking, wealth, and insurance — with household models, compliance workflows, and relationship-centric data structures.
We implement field-level security, audit trails, consent management, and integration patterns aligned to GDPR, SOC 2, and financial regulatory requirements.
A household and relationship model, consent and audit that travel with the record, and a client view the advisor can run. We will not publish a 200% ROI before we have seen the book.
