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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.

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.

Solutions for Financial Services Cloud

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.

Get More from Financial Services Cloud with These Guides

Innovate and Accelerate with CRM Analytics for Financial Services


Financial firms have long been beneficiaries of advanced analytics. In this whitepaper, learn to leverage CRM Analytics to innovate on your current business processes and accelerate your path to desired outcomes. Read case studies centered on real-world financial services success with CRM Analytics, get insight into various dashboard accelerators and proven solutions that will shorten your time to value, and more.

Driving Financial Services Cloud Adoption at Banks


Salesforce Financial Services Cloud is a natural fit for key decision-makers at financial firms. But what about end users? They’re the ones who will be using the platform every day, and many of them have been using legacy systems for years, which can lead to confusion and lackluster adoption. This whitepaper will help you empower users to learn and successfully adopt FSC for the long run.

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.

Ready To Talk?

Let's discuss your goals and how we can help you achieve them with our Salesforce Financial Services Cloud implementation services.