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Salesforce · Financial Services Cloud

Know every client and serve them compliantly.

We implement Salesforce Financial Services Cloud for banks, wealth managers and insurers, with client 360 views, digital onboarding, relationship mapping and compliant workflows connected to your core systems.

At a glance
360°
Client & household view
Digital
Onboarding & KYC
Compliant
Consent & audit trails
AI
Next-best actions
Since 2017
10+ years of delivery
200+
Projects delivered
100+
Salesforce certifications
5
Regions served
The challenge

Financial firms are held back by fragmented client data.

Relationships are split across core banking, portfolio and CRM systems. Onboarding is slow and manual, and compliance depends on spreadsheets and checklists.

✕
Client data in silos
Advisors and bankers switch between core systems to see one relationship.
✕
Onboarding that loses clients
Paper-heavy KYC and account opening take weeks.
✓
A complete client view
Financial Services Cloud with households, goals and compliant workflows.
What we do

End-to-end Financial Services Cloud services.

From first workshop to long-term optimisation, a single accountable partner across the entire Financial Services Cloud lifecycle.

FSC Fit Assessment

Map client journeys and systems to Financial Services Cloud.

FSC Implementation

Households, financial accounts, goals and relationship groups configured.

Digital Onboarding

Guided account opening and KYC journeys with OmniStudio.

Core Integration

Connect core banking, portfolio and policy systems via APIs and MuleSoft.

Data Migration

Move client and account data from legacy CRMs with full reconciliation.

Managed Support

Releases, enhancements and compliance-aware support after go-live.

Capabilities

Everything client-facing teams need, in one platform.

Client 360

Accounts, households, relationships and interactions on one screen.

Relationship Mapping

Visualise households, businesses and influencers around each client.

Onboarding & KYC

Guided, document-light onboarding with approval workflows.

Financial Goals & Plans

Track goals and plans to have better advice conversations.

Einstein & Agentforce AI

Next-best actions, churn signals and AI assistants for advisors.

Compliance & Consent

Consent management, audit trails and compliant communication.

Beyond the core

Financial Services Cloud for every line of business.

Retail Banking

Account opening, servicing and cross-sell for retail clients.

Wealth Management

Advisor workspaces, portfolios and client reviews.

Commercial Banking

Relationship teams, credit workflows and deal tracking.

Insurance

Policies, claims and agent/broker management.

Our approach

A proven path from kickoff to measurable revenue.

01

Discovery & value mapping

We review your processes, data and systems, then prioritise the changes with the biggest impact.

02

Solution design

Data model, automation and user experience designed around how your teams actually work.

03

Build & configure

Agile sprints with clean, scalable configuration and regular demos.

04

Data migration & integration

Clean migration and reliable integrations with the systems around you.

05

Enablement & launch

Role-based training, adoption support and hypercare after go-live.

06

Optimise & scale

Managed services, quarterly roadmaps and AI improvements over time.

Packages

Right-sized for where you are today.

Fixed-scope packages, from a fit assessment to a full FSC rollout.

Assessment

Plan before you build

Financial Services Cloud fit & readiness review
Current-state and data audit
Prioritised roadmap & estimate
Quick-win recommendations
Talk to us
Popular

Implementation

Go live with confidence

Solution design & configuration
Integrations & data migration
Testing, training & launch
Hypercare after go-live
Talk to us

Managed & AI

Grow and optimise

Enhancement sprints
Release & health management
Agentforce & AI roadmap
Quarterly optimisation reviews
Talk to us
Engagement models

Work with us the way that fits.

Dedicated team

A cross-functional Salesforce squad embedded with you for the long haul.

Project-based

Fixed-scope delivery with clear milestones, timelines, and outcomes.

Staff augmentation

Certified experts who extend your in-house team on demand.

Why iTechCloud

A Salesforce partner accountable to your outcomes.

Salesforce Select Partner

100+ certifications across Sales, Service, Data, and AI clouds.

AI-first delivery

Every implementation is built to be Agentforce- and Einstein-ready from the ground up.

Five-region coverage

Follow-the-sun delivery across USA, UK, Europe, Middle East, and APAC.

Outcome accountability

We tie our engagements to adoption and revenue metrics, not hours billed.

Connected ecosystem

Financial Services Cloud, integrated with your core systems.

From MuleSoft and Tableau to Slack, ERP and marketing platforms, we connect Financial Services Cloud to the systems your teams already rely on.

Salesforce
MuleSoft
Tableau
Slack
AWS
Google Cloud
FAQ

Salesforce Financial Services Cloud, answered.

Financial Services Cloud is Salesforce’s CRM for banking, wealth management and insurance, with data models for households, financial accounts, goals and relationships.
Yes. We integrate core banking, portfolio and policy systems through APIs and MuleSoft so advisors see live data.
We configure consent management, audit trails, field-level security and approval workflows to support your regulatory requirements.
Yes. We build guided onboarding journeys with OmniStudio, including document collection and approvals.
Yes. We migrate clients, households and account history with validation and reconciliation.
Yes. We set up Einstein and Agentforce for next-best actions, meeting preparation and client insights.

Ready to modernise client engagement?

Book a free discovery call. We’ll assess your setup and map the fastest path to a Financial Services Cloud your team loves to use.