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Salesforce Financial Services Cloud

Nurture deeper relationships with your customers and change the future of financial service industry.

Make more informed client decisions and gain greater access to customer insights, by hiring Folio3 certified financial services cloud consultants.

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We Are The Top Financial Services Cloud Company

Folio3 is a top-of-its-game Financial Services Cloud consulting firm with a proven track record in the industry. Our Salesforce experts make it simple for you to increase customer engagement across wealth management, banking, lending, and insurance.
Add an extra layer of security by integrating the capabilities of Salesforce Shield with Salesforce Financial Services Cloud. We help you make your business smooth by providing an excellent user experience that supports client loyalty and continuous growth.
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Financial

Why Use Salesforce Service Cloud

Enhance your customer support conversations from every channel, at any time, and from anywhere. From the help desk to social media channels, Salesforce Service Cloud enables you to provide world-class customer service.

top 50 fintech use
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Faster decision-making
0 %
Return on investment (ROI)
0 %
Increase in sales productivity
0 %
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Get more information on how Folio3 can help amplify your Salesforce performance.
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Our Salesforce Financial Services Cloud Offerings

From strategy and implementation to managed services, our team of certified financial services cloud consultants provides tailored solutions, allowing you to build long-lasting, personalized relationships with your customers, clients, members, employees, and partners.

Financial Services Cloud Consultation

We provide superior financial services solutions to companies and businesses with the help of a team of experienced Salesforce experts. Our committed...

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Financial Services Cloud Consultation

We provide superior financial services solutions to companies and businesses with the help of a team of experienced Salesforce experts. Our committed experienced financial services consultants can assist you at every step of the way, ensuring that your company requirements are met.

Financial Service Cloud Implementation

We can assist you in implementing best-in-class cloud solutions for salesforce financial services that provide a frictionless customer experience. Our team...

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Financial Service Cloud Implementation

We can assist you in implementing best-in-class cloud solutions for salesforce financial services that provide a frictionless customer experience. Our team of qualified professionals will ensure that the installation is completed to your exact specifications.

Financial Services Cloud Customization

We are experts in configuring and customising the financial services cloud platform according to your business requirements, with...

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Financial Services Cloud Customization

We are experts in configuring and customising the financial services cloud platform according to your business requirements, with over a decade of experience in CRM solutions. We'll develop features and functionalities that help you run your business more efficiently and create value based on your requirements.

Financial Services Cloud Maintenance and Support

Our goal is to provide our clients with the greatest possible user experience. Our staff of customer support representatives ensures that all of your issues are resolved...

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Financial Services Cloud Maintenance and Support

Our goal is to provide our clients with the greatest possible user experience. Our staff of customer support representatives ensures that all of your issues are resolved quickly. We're here for you 24 hours a day, 7 days a week, for everything from troubleshooting to user administration to system issues and data support.

Financial Service Cloud Migration

Financial services firms often have the most demanding security needs. Many of Folio3's clients are not only switching to Salesforce, but also coping with a difficult data migration. We can easily handle any complicated..

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Financial Service Cloud Migration

Financial services firms often have the most demanding security needs. Many of Folio3's clients are not only switching to Salesforce, but also coping with a difficult data migration. We can easily handle any complicated data models thanks to our years of experience implementing Financial Services Cloud for banks and wealth management firms. We are Salesforce professionals who can design lightning-fast Salesforce solutions that give better service while also effortlessly moving data from third-party sources.

3rd Party Integration Service

Salesforce Financial Services enables your team to give personalised, high-end service – just what you want to provide to your current and potential customers. With over a billion records...

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3rd Party Integration Service

Salesforce Financial Services enables your team to give personalised, high-end service – just what you want to provide to your current and potential customers. With over a billion records transferred for a variety of clients, our data migration experts can assist you in setting up the appropriate configurations to allow your Salesforce CRM to sync with your legacy system or a third-party source.

App development

The Salesforce Financial Services Cloud components in your mobile application are integrated and configured...

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App development

The Salesforce Financial Services Cloud components in your mobile application are integrated and configured as part of our app development services.
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Salesforce Financial Services Cloud Features

There is no such thing as an impossible task. We offer the ideal solution for your company's needs, utilising the entire range of Salesforce Financial Service Cloud technologies to assist you in establishing trust with your clients through Omni-channel Experiences.

Lightning-Empowered

The power of lightening will provide your business users with a comprehensive view of your consumers, allowing you to provide personalised and superior customer service throughout the trip. We will provide a concierge level of service via which consumers will receive individualised and goal-based advice by leveraging the power of the lighting component.
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Commercial Banking App

Your agents can use the commercial banking application functionality to get a centralised view of their customers' financial and business reports. On the index pages, the incredible feature of the Financial Services cloud platform allows commercial bankers to get a holistic view of their records, accounts, and other opportunities.
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Lightning Scheduler

Use the power of a lightning scheduler to speed up your productivity. It allows customer relationship managers to set appointments and communicate freely with customers via the appointment catalogue. By integrating with Salesforce workflows, the lightning scheduler tool makes it simple to plan appointments in advance.
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Dynamic Dashboard

For you, our professionals create a dynamic and user-friendly dashboard that allows you to engage with clients at any time, on any device. The dashboard will be user-friendly and interactive on mobile devices. The dashboard allows you to access all of the facts about your mobile device. It boosts user engagement and satisfaction.
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Action Plans

We assist your financial professionals experience higher professionals with a team and different departments with our Financial Services Cloud installation services. When it comes to generating new tasks, the action plan will come in handy. You can later delegate the newly created tasks to other team members.
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Einstein Analytics

Our experts will use Einstein Analytics to their full potential, focusing on next-generation data integration, dashboards, and rich datasets. It will assist financial experts in performing industry-specific analytics with greater precision. It will assist financial professionals in performing precise industry-specific analytics within a set time frame. As a result, businesses will save money and time.
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Salesforce Surveys

Create customised and branded surveys for clients, which can be viewed on their profile. You may easily find out how your branded clientele felt about your services. Users can quickly send tailored surveys to potential clients in order to obtain feedback on the services they provide.
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Reports Management

Managers will benefit from the deployment of Salesforce Financial Services Cloud because it will allow them to monitor and manage reports as well as obtain critical performance metrics. Users may take advantage of all critical performance elements on the go with its mobile adaptability, and manage pipeline reports, opportunities, and businesses with ease.
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Client Segmentation

For enterprises and managers, managing clients will be a breeze. With the help of our qualified Salesforce consultants, you can effortlessly enable client segmentation. Managers can divide their clients into groups and streamline the communication process.
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Campaign Tools

Our experts divide your clients into groups based on their interests and create unique events that will help you attract more like-minded customers while also increasing your ROI. You may quickly create comparable ads to attract additional clients who are all the same, resulting in a higher return on Salesforce investment.
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Salesforce financial services solutions for every business

Financial services industry is dynamic. Your business needs may vary and we offer tailored solutions to you. Powered by Lightning, Salesforce Financial Services Cloud offers comprehensive features to strengthen your financial ties across channels.

Regardless of which financial services sector you belong to, we employ the proper blend of industry-leading technology, analytics, and strategies to help you create an exceptional experience for your clients in everything from wealth management to banking and investing.

Banking

Customer satisfaction necessitates timely and relevant messaging, insights, and access across all platforms. Financial Services Cloud makes it easier to keep track of and visualise client...

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Banking

Customer satisfaction necessitates timely and relevant messaging, insights, and access across all platforms. Financial Services Cloud makes it easier to keep track of and visualise client relationships, find and prioritise referrals, streamline handoffs and coordination among key stakeholders, and provide visibility across banking activities. We will provide a concierge level of service via which consumers will receive individualised and goal-based advice by leveraging the power of the lighting component.

Lending

Enhance the capacity of your loan origination process and provide a better borrowing experience for your customers, which will result in more closed loans. Financial Services Cloud enables you to surpass...

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Lending

Enhance the capacity of your loan origination process and provide a better borrowing experience for your customers, which will result in more closed loans. Financial Services Cloud enables you to surpass customer expectations across the board, including consumer and mortgage lending, small business financing, and commercial lending. Upsell and give customised solutions based on client data by partnering across lines of business to outsmart the competition.

Wealth Management

Financial Services Cloud ensures confidence and transparency. With true relationship intelligence, you can capture and visualise real-time account information...

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Wealth Management

Financial Services Cloud ensures confidence and transparency. With true relationship intelligence, you can capture and visualise real-time account information within and across clients, households, and networks; curate and provide advisors with access to essential client information and partner solutions — all in one place; and empower advisors with Salesforce Einstein-powered Next Best Action recommendations.

Insurance

Agents and customer care reps require 360-degree views of each policyholder's milestones, authentic insight and analytics to inform coverage decisions, and...

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Insurance

Agents and customer care reps require 360-degree views of each policyholder's milestones, authentic insight and analytics to inform coverage decisions, and out-of-the-box dashboards to satisfy the needs of each unique policyholder. Financial Services Cloud gives policyholders and insurers with the immediate, inside look they require.

Private Equity

Streamline your fundraising efforts, whether you're doing it on your own or with the help of placement agencies. Financial Services Cloud also enables...

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Private Equity

Streamline your fundraising efforts, whether you're doing it on your own or with the help of placement agencies. Financial Services Cloud also enables you to watch your investment pipeline as it progresses through opportunities, as well as provide a superior onboarding experience for new clients and investors. Visualize Assets Under Influence and track relationships with intermediaries, placement agencies, and co-investors.

Investment Banking

Investment banking organisations can use powerful workflow solutions to implement and streamline their procedures. With comprehensive opportunity...

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Investment Banking

Investment banking organisations can use powerful workflow solutions to implement and streamline their procedures. With comprehensive opportunity management capabilities, bankers can watch deal and investment pipelines, while action plans enable client services and investor relations teams onboard new clients. Relationship modelling capabilities aid in the visualisation of assets under management and serve as a foundation for the development of unique solutions.

Real Estate

For residential and industrial REITs and real estate organisations, having a separate panel for property information and other data is critical...

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Real Estate

For residential and industrial REITs and real estate organisations, having a separate panel for property information and other data is critical. You can manage your fundraising and acquisition processes, gather and analyse portfolio data and other key indicators, and improve the tenant experience throughout the lease management lifecycle using Financial Services Cloud.
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Need to bring maximum value for your sales, customer service, and marketing? Our team can advise on how to do it.
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Our Process for Salesforce Financial
Service Cloud Consultation

We at Foilio3 believe in providing utmost ease to our clients for hiring our developers and starting their projects. Here’s the process we follow.

discover the business
needs

configure and optimize
for better rOI

review at every step
for improvements

deployment of changes
post testing

configure and optimize
for better rOI

active & pro-active
support

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Hire Certified Folio3 Salesforce Financial Cloud Consultant

To keep the hiring process seamless, we follow a simple hiring and engagement model. Our hiring model are designed to focused what's best suited to your projects, with rapid delivery and 100% project satisfaction.

Fixed Cost

The fixed cost project model is perfect if you have already figured out what needs developing and how long it will take, as this allows them to do their job ...

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Fixed Cost

The fixed cost project model is perfect if you have already figured out what needs developing and how long it will take, as this allows them to do their job efficiently without wasting time on unnecessary elements of development or work that could be done elsewhere in order to save costs while still meeting deadlines! This model lets you hire Salesforce developers based on the time required to complete a certain task.

Dedicated Hiring

Employ Salesforce engineers solely for your company. You can also engage devoted and experienced specialists on an hourly basis ...

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Dedicated Hiring

Employ Salesforce engineers solely for your company. You can also engage devoted and experienced specialists on an hourly basis or for a monthly contract term, whichever works best for you!

Build Your Team

Offering the best team of Salesforce developers to our clients is something we take very seriously. You can choose the team of your choice and we offer...

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Build Your Team

Offering the best team of Salesforce developers to our clients is something we take very seriously. You can choose the team of your choice and we offer easy scale-up options as well so that you get an even greater saving.

More Salesforce Success Stories

Major Key

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

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.

Client name
Gabrielle Sampson
Industry
Business Consultant
No.of Employees
200+
Company
MajorKeys
Est. Revenue
$100+Million
EVO

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
Client name
Evo
Industry
Distribution
No.of Employees
50 - 100+
Company
Evo Systems
Est. Revenue
$100+Million
Wealth Management Firm

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
Client
Wealth Management Firm
Industry
Financial
No.of Employees
50 - 100+
Est. Revenue
$100+Million
Location
Mountain View, CA USA
Global Health

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
Healthcare
Device Manufacturing Company
Industry
Healthcare
No.of Employees
50 - 100+
Est. Revenue
$100+Million
Location
Basking Ridge, NJ USA

Why choose folio3 Salesforce

We are alums of Intel, Silicon Graphics, and Qualcomm; techies from MIT and Caltech entrepreneurs and inventors from Silicon Valley; enthusiasts for all things digital; big believers in technology’s potential; bigger believers in human potential.
Years of Experience
0 +

Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.

Clients
0 +

Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.

Employees
0 +

Employees who understand the dual commitment at Folio3, Customers first, Employees forever.

Solutions
0 +

Web and Mobiles solutions are made with love, integrity, and lots of caffeine.

FAQ

Salesforce Financial Services Cloud is a platform designed specifically for financial services. Salesforce Financial Services Cloud was created specifically for commercial and retail banks, wealth management businesses, asset managers, and insurers. it helps clients and partners build and maintain great financial relationships. This platform enables financial advisors to provide more personalized financial services.
Salesforce financial services cloud provides you with precise information about your company and potential customers. It will assist you in learning more about your clients rather than simply learning about their investing strategy.
We have a workforce of Salesforce consultants and developers who have extensive experience developing and integrating financial services cloud solutions into existing corporate systems.
Yes, our experts will assist you in getting the most out of Salesforce and determining the right solution for you. For Financial Services Cloud Salesforce, we will provide entire Salesforce services and integration.
Yes, any business can utilize the Salesforce Financial Services Cloud, and you can use the Financial Cloud Services if you need to manage a client’s money.
Depending on how much strain you need to relieve on your teams, we can design a tailored system that can be used to manage your clients’ entire fortune.
A Salesforce Financial Services Cloud developer can take all of your specifications and turn them into a fully customized software solution for your company.
The costs are determined by your company’s needs. Please contact our salesforce consultants if you want to learn more about it in depth. Give us a call or send us an email, and one of our specialists will respond quickly.
Our competence as a mobile app development firm means that you get the most bang for your buck, and if you want and need a mobile app, we can build one for you.
Financial Services Cloud, in conjunction with Salesforce Shield, offers a comprehensive set of compliance tools. It plainly implies that advisers, agents, and firms will be able to comply with new regulatory criteria on a large scale. It also facilitates repeatable and visible collaboration across the organization. Keep track of all client interactions and communications. Establish regular onboarding chores to keep the client’s best interests at the forefront of every engagement.
Don’t worry; you don’t need to understand all of Salesforce’s hard rules in order to export data and manage the financial services cloud. Salesforce already has a number of useful data integration resources. It also offers a comprehensive solution that solves all of your company’s requirements. Not only that, but Salesforce also assures scalability, which encourages continual innovation.
Features of Salesforce Shield Offer an extra layer of security/ safety, including technologies that monitor data access and usage and detect suspicious activities, in addition to the Financial Services Cloud.

You’ll have access to Event Monitoring, Field Audit Trail, and Platform Encryption in addition to the security features to ensure your clients’ bank account information is kept confidential and secure.