ServicesSalesforce ConsultingFinancial Services CloudImplementation
ServicesSalesforce ConsultingFinancial Services CloudImplementation

Salesforce Financial Services Cloud Implementation Services

Set up Financial Services Cloud for your business with a data-driven approach.

Financial Services Cloud provides a 360 view of your clients, allowing you to build stronger client relationships, provide personalized advice, and deliver exceptional customer experiences. With Atrium’s Financial Services Cloud implementation services, we’ll help you set up FSC and harness your customer data to drive actionable insights for your team.

Get Started with Financial Services Cloud

With these three powerful offerings, we’ll help you create compelling, personalized customer experiences to attract and retain customers and achieve ROI.

FSC Essentials

Start with the Essentials to enhance your business with efficient lead management, seamless opportunity tracking, and intelligent referral nurturing. Integrate FSC with core banking for complete client insights.

FSC Plus

Go beyond the Essentials with FSC Plus for tools that will help you understand client goals, track interactions, and leverage analytics for proactive engagement and increased client loyalty.

FSC Complete

Get the complete package with Premium: everything in Essentials and Plus, enhanced with data-driven insights, relationship tools, time-saving features, and compliance safeguards.

Solutions for Financial Services Cloud

At Atrium, our consultants have deep expertise on the Salesforce platform.

Leverage FSC to power your most important use cases.

Data-Driven Client Acquisition

Leverage FSC to transform your relationship management using digital technology and data insights — enabling you to acquire more clients, reduce attrition, and increase customer lifetime value.

Digital Onboarding

With FSC and related technologies, we’ll help you simplify onboarding and increase visibility, all while ensuring compliance — helping you meet customer expectations with seamless, omnichannel experiences.

Enhanced Portfolio Management

Gain a 360 view with full visibility into your clients’ activities, opportunities, products, and services — and embed personalized insights for relationship managers in their everyday workflows, helping them cultivate deeper relationships.

Deposit Growth and Retention

Many banks and credit unions often rely on reactive measures to deal with lost deposits. We’ll help you leverage transaction data to detect red flags early, prevent attrition, and discover upselling opportunities to grow deposits.

New Household Growth

With our household growth solutions for wealth management on FSC, we’ll help you gain comprehensive visibility and leverage predictive and prescriptive insights to win over more clients and boost revenue.

Business Process Automation

Client onboarding and servicing are defining moments in wealth management. Leverage automation to improve the client experience and free up advisors to focus on the activities that really matter.

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Proven Success with Financial Services Cloud

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. In order to consolidate two completely separate businesses with better efficiencies and lower costs, they partnered with Atrium to design the end-to-end process for cross-functional collaboration and replatform to an omnichannel implementation with Financial Services Cloud.

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The Atrium Difference

Atrium is a consulting partner positioned at the intersection of data, analytics, AI, and CRM — driving an outcomes-based mindset for our customers. Our data-driven approach focuses on getting actionable insights into the hands of business users to drive business outcomes.

With our Financial Services Cloud implementations, we’ll work with you to define outcomes at the start, leverage data-driven insights and actions to support those outcomes, build that into an enhanced user experience, create transparency, and improve your organization’s data agility.

Real Results for Financial Services

We help financial firms deepen client relationships, ensure compliance, and unlock sustainable growth across the entire lifecycle.

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Real Results for Technology & Software

We help businesses in high tech streamline the lead-to-cash lifecycle, reduce churn, and drive predictable revenue in an ever-evolving digital landscape.

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Real Results for Healthcare & Life Sciences

We help medtech companies bridge the gap between complex data and personalized experiences—without compromising on compliance.

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Real Results for Manufacturing

We help manufacturing leaders unify disparate data, streamline the quote-to-cash lifecycle, and deliver service experiences that build long-term customer loyalty across the global supply chain.

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Real Results for Financial Services

We help financial firms deepen client relationships, ensure compliance, and unlock sustainable growth across the entire lifecycle.

Read Customer Stories

Financial Services

Real Results for Technology & Software

We help businesses in high tech streamline the lead-to-cash lifecycle, reduce churn, and drive predictable revenue in an ever-evolving digital landscape.

Read Customer Stories

Technology & Software

Real Results for Healthcare & Life Sciences

We help medtech companies bridge the gap between complex data and personalized experiences—without compromising on compliance.

Read Customer Stories

Healthcare & Life Sciences

Real Results for Manufacturing

We help manufacturing leaders unify disparate data, streamline the quote-to-cash lifecycle, and deliver service experiences that build long-term customer loyalty across the global supply chain.

Read Customer Stories

Manufacturing

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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.