Salesforce Financial Services Cloud Implementation Services

Capital Growth Consulting implements Salesforce Financial Services Cloud for lenders, advice firms, wealth and asset managers, brokers and insurers — regulated businesses where the client record has to be complete, current and defensible.

We build around the processes you already have to evidence: onboarding and AML, suitability and advice, servicing and complaints. Compliance stops being a separate exercise carried out after the fact.

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Benefits of Salesforce implementation for financial services

Six things change when the client record, the compliance evidence and the core systems finally sit together.

One Client Record

Relationships, assets, transactions, adviser interactions and life events held against a single client — including the household and business connections that sit behind the individual.

Compliance Built Into the Process

AML checks, suitability evidence, disclosures and audit trails happen inside the workflow rather than as a separate exercise afterwards, so the file is complete when the regulator asks.

Digital Application and Onboarding

Paper and PDF forms become digital ones that flow straight into a managed process, with pre-filled fields, electronic signature and the whole trail stored against the record.

Integration With Your Core Systems

Loan management, investment management, underwriting and policy administration platforms exchange data with Salesforce, so nobody rekeys and no two systems disagree.

Self-Service That Reduces Contact

Portals open the right data to clients so they can check a position, submit a claim or apply for something further, which lowers routine contact without lowering service.

Scale Without Adding Overhead

Automated workflows carry the volume growth, so an expanding book of business does not require a proportional expansion of the operations team.

What can Financial Services Cloud do?

The build differs by sector. These are the three we are most often asked for.

Lending

Whether you’re a finance company, a non-bank lender, a smaller bank or a mortgage advisory firm, we set you up for a compliant, digital-first lending experience.

Digital application processes

Paper and PDF forms digitised, flowing into a single application process with all associated data and correspondence held in one view.

Loan management integration

Connected to the industry platforms you already run, so loan and transaction data moves between systems without manual handling.

Compliant relationship management

Every loan, asset, transaction and interaction stored against the customer record, in line with current industry regulation.

Customer onboarding

Processes, documentation and touchpoints aligned to deliver a consistent, AML-compliant onboarding experience.

Lifecycle communication

One-to-one journeys that onboard, upsell and cross-sell across email, SMS, social and digital advertising.

Online portals

Salesforce data opened to customers so they can self-serve, understand their financial position and apply for additional products.

Wealth and Asset Management

We give advisers and managers what they need to deliver stronger service at every stage of the client lifecycle, stay compliant, and grow the firm.

A single client view

A full picture of relationships, assets under management, transactions, adviser interactions and life events.

Investment planning

Tailored strategies designed in the platform, with progress tracked against each client’s financial goals.

Client experience design

Automated journeys for acquisition, AML-compliant onboarding, account reviews and retention.

Document generation

Paper forms converted to digital, with pre-filled fields, electronic signature and audit trails.

System integration

Data flowing between CRM and the leading investment management platforms rather than being rekeyed between them.

Appointment scheduling

Lightning Scheduler used to make it straightforward for clients and advisers to book time.

Insurance

We deliver an integrated view of every policy holder, giving brokers, service reps and marketers the foundation to compete on client experience.

Application process automation

Digital forms flowing into Salesforce, triggering customer communication based on application progress and underwriting outcomes.

A full customer view

The data service teams need to communicate with clarity and context, while meeting current industry legislation.

System integration

Policy administration and underwriting platforms connected to Salesforce, so the customer record and the policy record agree.

Talk Through Your Challenge

A short, pressure-free conversation to understand your context and see if we can genuinely help.