Best Salesforce Financial Cloud Consulting
Grow Your Financial Business with Our Expert Salesforce Consultants! We provide easy-to-use, effective solutions specifically designed to help your financial services thrive.
- Home
- Salesforce Financial Cloud Consulting
Find the Best Salesforce Financial Cloud Consulting Providers
Looking for Top-Notch Salesforce Financial Cloud Consultants? Meet Folio3, Your Key to Financial Mastery! Our certified professionals are adept at refining your financial operations and enhancing connections with customers, partners.
Tap into the Power of Our Expert Salesforce Team! With more than 40 skilled professionals, we deliver smart, user-friendly digital solutions.
Why Hire a Salesforce Certified Financial Cloud Consultant?
Get the Best Out of Salesforce Financial Cloud with Our Certified Consultants! They're the pros you need for tailor-made solutions, boosting efficiency, and getting the most value for your financial services. Ready to upgrade? Let's dive in!
Customized Financial Solutions
View More
Customized Financial Solutions
Financial Regulations and Standards
View More
Financial Regulations and Standards
Investment with Advanced CRM Features
View More
Investment with Advanced CRM Features
Unlock financial service excellence with our Salesforce Financial Services Cloud consultants.
Salesforce Financial Cloud Consulting Services Include
Salesforce Financial Cloud provides a powerful set of features and tools tailored Here are four essential services that make Folio3 Salesforce Financial Cloud consulting stand out:
Seamless Implementation & Custom Tailoring:
Dive into the world of streamlined financial management with Salesforce Financial Cloud. Our team specializes in seamless integration and customization, ensuring that this powerful tool fits perfectly within the unique fabric of your business. We work closely with you, understanding your specific needs and challenges, to tailor a solution that not only integrates effortlessly but also enhances your financial operations like never before.
Process Optimization for Peak Efficiency:
Transform your financial workflows with our expert guidance. At Salesforce Financial Cloud consulting, we’re committed to refining and optimizing your financial processes. Our approach involves a deep dive into your current operations, identifying areas for improvement, and implementing strategic enhancements. This service is designed to streamline your workflows, reduce manual effort, and increase overall efficiency, paving the way for a more productive and profitable business.
Comprehensive Change Management for Smooth Transitions:
Embrace change with confidence. Our Salesforce Financial Cloud consulting includes extensive change management support, ensuring a smooth and stress-free transition for your team. We understand the challenges that come with adopting new systems and processes. That’s why we provide dedicated guidance and strategies to manage these changes effectively. From initial planning to final implementation, our goal is to minimize disruption and maximize acceptance, helping your team adapt quickly and confidently.
In-depth Training and Continuous Support:
Empower your team with knowledge and ongoing assistance. Salesforce Financial Cloud isn’t just a tool; it’s a pathway to enhanced financial management. Our consulting services include comprehensive training sessions tailored to your team’s skill level and needs. We ensure everyone is confident & competent in using the platform. But our support doesn’t end there. We offer ongoing assistance & troubleshooting to resolve any issues & answer questions, ensuring you continually reap the benefits of this powerful financial tool.
Salesforce Financial Services Cloud Consultants Offer
Are you having a tough time navigating through Salesforce Financial Cloud? No worries! Folio3's skilled consultants are here to help! We create customized solutions that perfectly match your financial business needs.
Implementation and Configuration:
Start your journey with the best. Folio3 Salesforce Financial Services Cloud Consultants are here to set up and configure your Salesforce platform. We take care of the technical details, ensuring a smooth fit for your business needs.
Change Management Guided:
Navigate change effortlessly with Folio3's expert guidance. Change can be challenging, but with Folio3 Salesforce Financial Services Cloud Consultants, it's a journey of growth. We provide comprehensive change management strategies, ensuring a smooth transition for your team.
Process Optimization:
Elevate your business processes to new heights. Our Folio3 Salesforce consultants are masters in fine-tuning your operations. We analyze, redesign, and enhance your workflows, ensuring that every aspect of your Salesforce Financial.
Training and Support Tailored:
Unlock the full potential of your team with Folio3's dedicated training and support. Our Salesforce Financial Services Cloud Consultants don't just implement solutions; we empower your team.
Discover how Folio3 can boost your Salesforce performance. Get in touch to learn more about our expert solutions!
More Salesforce Success Stories
Folio3 helped MajorKey in merging two separate SalesForce Companies into one. Through the merger, we achieved the following objectives for MajorKey
- Single source of Sales Data
- Improved Analytics & Reporting
- Streamlined Financial Visibility
- Enabled Sales Cross/Upselling
- Reduced Administrative overheads
- Improved Sales Visibility
- Reduced Licensing Costs
Gabrielle Sampson
Business Consultant
200+
MajorKeys
$100+Million
Evo Systems is a U.S.-based company that manufactures windows, doors, glass and related specialty parts to the construction industry.
Folio3 helped Evo Systems build Multiple Salesforce connectors to help enrich their CRM experience.
The connector achieved the following benefits for Evo Systems.
- Seamless communication between Salesforce and other systems.
- Opportunity Management in Salesforce
- Deal Management in Salesforce
- Proposal Management in Salesforce
Evo
Distribution
50 - 100+
Evo Systems
$100+Million
Salesforce Financial Services Cloud Implementation Support for an independent Wealth Management firm
Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.
Folio3 helped this client with supporting their Salesforce Financial Services Cloud Implementation through the below activities:
- Address Management
- Data Migration
- Workflows and Templates
- End user training
- Dashboards and Reporting
- Box, Google Ads, MailChimp Integration
Wealth Management Firm
Financial
50 - 100+
$100+Million
Mountain View, CA USA
The customer is a Global Medical Device Manufacturing company specializing in Neuromodulation, Vagal Nerve Stimulation (VNS), Neuroscience, and Bioelectronic Medicine.
Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.
With a mission to help patients across the globe who suffer from pain and chronic conditions, they fulfill this goal by harnessing the power of nVNS, innovation, and technology to develop safe and clinically backed treatments.
- Streamlining workflows
- Data Migration
- Improvement in managing clients’ records
- A self-service portal
- Einstein Opportunity Insights
- Dashboards and Reporting
- Deliver personalized advice across channels
Device Manufacturing Company
Healthcare
50 - 100+
$100+Million
Basking Ridge, NJ USA
Frequently Asked Question?
Salesforce Financial Services Cloud (FSC) Consultants help financial institutions implement and optimize the FSC platform to streamline various processes, improve customer relationships, and enhance regulatory compliance.
Consultants can bring expertise in financial services regulations, best practices for FSC implementation, and customization to fit specific needs, leading to faster deployment, increased ROI, and smoother adoption.
Strong Salesforce expertise, including CPQ, Lightning, and Financial Cloud features, combined with knowledge of financial services regulations, industry best practices, and project management skills are essential.
Rates vary depending on consultant experience, project scope, and location. Hourly rates typically range from $150-$300, while project-based fees can be higher.
Consultants can advance to senior roles within consulting firms, become solution architects or implementation specialists, or move into leadership positions within financial institutions.
FSC can be beneficial for small banks, offering scalability and improved customer relationship management. However, evaluating needs and costs is crucial.
Implementation time depends on project complexity, but typically ranges from 3-6 months with consultant guidance.
Other CRM platforms like Microsoft Dynamics or Oracle Financial Services CRM exist, but FSC’s pre-built features and financial industry focus make it a leading choice.
Self-learning resources exist, but consulting expertise can accelerate implementation and avoid potential pitfalls, saving time and resources.
Look for Salesforce partner companies specializing in financial services, online job boards, or recommendations from industry professionals.
Our experience with Folio3 has been beyond expectations. Folio3 has completed multiple Salesforce development projects as well as provided suggestions for enhancements for our CRM. The workshops were planned with my team and discussed in detail. Folio3 brings the expertise needed for our organization.