Salesforce Financial Services Cloud Consulting
Tackle the most challenging financial services problems with a 360 view of customers and real-time insights you can act on
Financial Services Cloud Features and Benefits
Actionable Relationship Center
Identify high-profile clients and relationships by mapping customers with households, trusts, and business groups. Visualize and act on new opportunities generated by existing layers of relationships and key information in one place.
Visibility into Financial Accounts and Rollups
Recommend the right products and services to your customers by having complete visibility into their accounts and holdings.
High-Impact Customer Engagement
Capture and visualize your clients’ important life events and business milestones, such as getting married, launching a new product, or moving to a new city.
Seamless Tracking, Case Alerts, and Approvals
Stay on top of your customers’ approval statuses with a custom approval process using tailored alerts, a simple document collection method, and the ability to link financial accounts, customers, and households to cases.
Smart Referral Routing
Better manage and prioritize relationships with AI-powered referral scoring and routing.
AI-Powered Business Intelligence with CRM Analytics
Instant insights at your fingertips generated by pre-built templates and models customized specifically for financial services.
Guided Lightning Flows for Service Requests and Loan Applications
Guided and templatized experiences for customer service agents and loan officers to resolve service requests and analyze borrower data.
The question financial institutions are asking now is not whether to migrate to or integrate more cloud-based systems but rather how to do so quickly and seamlessly
Banks and insurance companies, in particular, have struggled with legacy systems, combined with an ultra-complex regulatory environment, inhibiting their ability to provide more intuitive, on-demand services to their clients.
Customers expect easy, on-the-go experiences, which puts even more pressure on you to streamline your operations, understand key relationships, prioritize referrals, and meet clients where they are with their financial goals.
The most competitive financial firms stay ahead of the curve through predictive analytics powered by AI. With our data + AI + CRM expertise and a strategic approach to Salesforce Financial Services Cloud (FSC), Atrium is the FSC consultant to help you get ahead, and stay there.
Financial Services Cloud, Customized for Your Industry
Atrium’s team of certified Salesforce experts, with decades of industry experience, is made up of uniquely skilled leaders who have devoted themselves to customer engagement, data science, analytics, and strategy consulting, as well as focused expertise in specific markets and technologies.
Managed Services for Financial Services Cloud
Whether you’re new to Financial Services Cloud or have been using it for years, we help you maximize your investment through ongoing, best-practice enhancements across retail and commercial banking, wealth, lending, and insurance. Through Elevate, our Salesforce managed services offering, we provide continuous monitoring and optimization, adapt your solution as your business and data evolve, and expand capabilities over time. Our team brings specialized expertise beyond FSC, including Tableau, CRM Analytics, Marketing Cloud, MuleSoft, integrations, business analysis, and data science, along with fully managed DevOps, rigorous QA, and automated testing to ensure high-quality, reliable releases.
Get Started with Financial Services Cloud
Looking to get up and running with FSC? Whether you’re trying to get started quickly or are looking for a fully tailored implementation, our experts can help.
As a top Salesforce Financial Services Cloud consultant, we bring a data-driven approach to our implementations. We’ll work with you to define desired outcomes at the start, produce data-driven insights and actions to support those outcomes, and build that into an enhanced user experience within FSC. That way, you get FSC set up right the first time and see ROI on your Salesforce investment.
Proven Success with FSC Consulting
Newrez provides full service to mortgage clients from origination through servicing. They’re dedicated to delivering exceptional lending options with an easy application process for both their customers and strategic business-to-business partnerships.
Newrez looked to invest in further digitizing their processes and enabling their teams to service the customer in the channel of their choice. The company chose Financial Services Cloud for Mortgage, MuleSoft, CRM Analytics, and Service Cloud to provide an intelligent experience across loan origination and servicing.
Newrez partnered with Atrium to design the end-to-end process for cross-functional collaboration and to help them re-platform to an omnichannel implementation with Financial Services Cloud.
Financial Services Cloud FAQ
What is included in Salesforce Financial Services Cloud?
Financial Services Cloud adds an industry data model and prebuilt components on top of Sales and Service Cloud. The pieces clients ask about most are Actionable Relationship Center for household and relationship mapping, Financial Deal Management for deal pipelines, Interaction Summaries for meeting capture, Intelligent Document Automation for onboarding paperwork, and Compliant Data Sharing for controlling record access between teams.
What is Actionable Relationship Center?
Actionable Relationship Center, often shortened to ARC, is the Financial Services Cloud component that visualizes relationships between people, households, accounts and businesses on one interactive canvas. It is sometimes referred to incorrectly as the 360 Relationship Center, which is not a Salesforce product name.
Does Financial Services Cloud work with Data 360?
Yes. Data 360, the platform Salesforce previously called Data Cloud, unifies customer data into governed profiles that Financial Services Cloud reads from. That matters in financial services because the household and relationship model is only as good as the identity resolution underneath it.
Do we need Financial Services Cloud, or will Sales Cloud do?
It depends on whether your business is relationship-shaped. If you sell to households, manage books of business, need compliant data sharing between advisors, or track financial accounts and holdings as first-class records, the industry model saves you building all of that yourself. If your motion is a straightforward B2B pipeline, Sales Cloud is usually enough.
How does Atrium approach a Financial Services Cloud implementation?
We design the relationship and household model first, because everything downstream inherits it: reporting, compliant sharing, and any agent grounded on client data. Getting that wrong is the most expensive thing to correct later. From there we sequence delivery so something is live and measurable early rather than at the end.
What outcomes should we expect?
Advisors working from one view of the client relationship rather than assembling it from several systems, compliance teams able to prove who can see what, and a data foundation your analytics and AI can actually use. We define those outcomes at the start and measure against them with conservative attribution.
Latest Insights from Our Experts
Ready for Real Results?
Reach out to our team—dedicated to the metrics that matter most. We’re here to help you adapt and grow.