Before the meeting
Advisors arrive with a summary ready
Portfolio, open topics and talking points: the meeting starts with advice, not research.
ASC Digital
Salesforce FINS cloud implementation
Salesforce Financial Services Cloud is a specialized platform designed to help financial institutions build deeper, more personalized client relationships. It transforms the standard CRM by providing a unified, 360-degree view of each client's entire financial world, including their household relationships, financial accounts, insurance policies, and wealth management goals.
Book a callFor decision makers
What changes on Monday morning
Advisors know every client and household, prepare meetings in minutes, and compliance keeps up without extra effort.
1 household view
A client’s accounts, assets and relationships together.
Minutes
To prepare a client meeting with an automatic summary.
Traceable
Every compliance step is recorded and auditable.
A day in the life
Scroll the moments this engagement unlocks
Each card is a scene your team will recognize — title, picture, and the payoff in plain language.
Back office
Client requests handled without back-and-forth
Claims, address changes, account opening: every request follows a guided path.
Compliance
Rules are checked as you go
Compliance points are flagged during the process, not discovered at audit time.
In practice
What your teams do with Financial Services Cloud
01
Household view
Links between clients, accounts and relatives at a glance.
02
Opportunities surfaced
Maturities, life events, needs: the right moments come up on their own.
03
Guided processes
Account opening and client requests follow clear steps.
04
Business oversight
Growth, risk and service quality in the same dashboards.
Delivery
Financial Services Cloud implementation
- 01
Scoping
We listen to your goals and check what Financial Services Cloud can really do for you.
- 02
Workshops
With your teams, we map needs, priorities and the rollout plan.
- 03
Build
Our certified consultants configure Financial Services Cloud to the plan we agreed together.
- 04
Testing
Your advisors test on real client situations, compliance included.
- 05
Launch
Phased go-live, data migration and team training.
- 06
Ongoing support
After launch, we stay on to fix, fine-tune and drive adoption.
Why ASC
Graphics and outcomes first. Spec sheets second.
Non-technical sponsors should leave the page able to picture Monday morning. We keep the deep feature lists for workshops — here we show the lift you can project to.
FAQ
Questions we often hear
How long does a project take?
It depends on scope. We start with a first useful release, delivered in a few weeks, then expand. The timeline is set together at the end of scoping.
Does it fit regulatory requirements?
Yes. Financial Services Cloud is built for banking and insurance: audit trails, consent and access rights are built in.
Can it connect to our core banking systems?
Yes. We connect your existing tools so advisors see accounts without switching screens.
Ready to make this real?
Book a discovery call or send context — we will map the fastest path for your team.