Client relationship management purpose-built for banking, insurance, and wealth management.
Salesforce Financial Services Cloud (FSC) provides wealth managers, bankers, and insurance advisors with a 360° household view of client relationships — built on compliance-ready infrastructure.
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Complete household view of assets, relationships, and financial goals.
Track investment accounts, loans, and insurance policies linked to clients.
Built-in compliance workflows, consent management, and audit trails.
Track and reward internal and external referrals across your network.
Map complex family and business relationships with role-based visibility.
Link financial accounts, policies, and portfolios to client profiles.
Suitability assessments, KYC, and regulatory workflow management.
Track referrals between advisors, branches, and partner firms.
AUM trends, product penetration, and relationship health scoring.
Full FSC functionality on mobile for advisors in the field.
Book a free consultation with our certified experts today.