Salesforce Financial Services Cloud
We give every banker, advisor, and agent a single, compliant view of the client across wealth management, retail and commercial banking, insurance, and mortgage. Built on the Financial Services Cloud data model — financial accounts, holdings, relationship groups, and household rollups — we unify fragmented book-of-business data into a true client 360. From Actionable Relationship Center and Action Plan onboarding to referral management, core-banking integration, and Agentforce service agents, we deliver a platform that deepens relationships while keeping every interaction auditable and regulator-ready.
Why Financial Institutions Trust FORCESHIFT to Run Their Client Relationships
We replace fragmented book-of-business spreadsheets with a single, compliant client 360 every banker, advisor, and agent can act on.
True Household 360
We model relationship groups, households, and rollups so advisors see the full picture — every account, holding, and related party — not just isolated individual records.
Compliant by Design
We build on the FSC data model with field-level security, audit trails, and approval controls, so every interaction and disclosure stays traceable and regulator-ready.
Agentic Client Service
We deploy Agentforce agents that handle routine client requests, surface next-best actions, and prep advisors for meetings using live account data — freeing your team for high-value advice.
