Financial Services
Salesforce solutions for banks, insurers, and wealth managers
We help financial services firms modernize client engagement, automate compliance workflows, and build connected platforms across sales, service, and operations.
Our Approach
Financial services companies face a unique combination of competitive pressure, regulatory complexity, and rising client expectations. We bring deep Salesforce expertise across banking, insurance, and wealth management — helping you deliver a modern client experience while keeping your compliance obligations tight.
Common Challenges We Solve
- Complex KYC, AML, and regulatory reporting requirements
- Fragmented client data across multiple core banking and CRM systems
- Growing client expectation for self-service and digital-first engagement
- Advisor productivity limited by manual workflows and disconnected tools
- M&A-driven org consolidations and data migrations
How We Help
Client 360 implementation
Build a unified client view in Financial Services Cloud linking accounts, relationships, household structures, and interaction history.
Advisor productivity tools
Automate meeting prep, action item tracking, and next-best-action recommendations so advisors spend more time with clients.
Onboarding automation
Digitize KYC/AML onboarding flows with guided processes, document collection, and compliance approvals in Salesforce.
Service Cloud for support
Route complex service requests, manage SLA compliance, and give support teams full client context without switching systems.
Salesforce Solutions We Deploy
- Financial Services Cloud (FSC)
- Sales Cloud for pipeline and relationship management
- Service Cloud for client support
- Experience Cloud for advisor portals and client self-service
- Salesforce Data Cloud for unified client data
- MuleSoft for core banking integration
10+
Years serving financial services clients
Summit
Salesforce partner tier
200+
Certifications across our team
99%
Customer satisfaction score
Other Industries We Serve
View allFrequently Asked Questions
Does WNC have experience with Salesforce Financial Services Cloud?
Yes. We implement FSC for banks, wealth managers, insurance firms, and fintech companies — including account/contact modeling, relationship mapping, household structures, and advisor productivity tools.
How does Salesforce help with financial regulatory compliance?
Salesforce's audit trails, field history tracking, encryption, permission-based access, and approval workflows support GDPR, SOC 2, and financial regulations. We configure these controls to your specific compliance requirements.
Can Salesforce replace our legacy advisor or broker management system?
In many cases, yes. FSC is purpose-built for advisor-client relationships, asset tracking, and compliance workflows — with the added benefit of modern integration capabilities that legacy systems lack.
How long does a Financial Services Cloud implementation take?
A foundational FSC implementation typically takes 12–18 weeks. Full implementations with compliance workflows, portals, and data migrations run 20–32 weeks.
Ready to transform your Financial Services operations?
Let's talk about what Salesforce can do for your organization.