Lead fintech and other growth-driven industries with a CRM powered by Salesforce Financial Services Cloud Consultant. We help banks, insurers, and wealth firms scale smarter and faster.
We tailor Salesforce Financial Services Cloud to fit your institution’s structure, products, and workflows, whether you’re a bank, wealth management firm, or insurance provider.
We help you:Implementing Salesforce Financial Services Cloud effectively means aligning it with your data model, regulatory requirements, and existing systems. Here are the key areas where specialized consulting adds real impact:
FSC includes a pre-built data model for financial services with person accounts, household structures, financial accounts, assets, liabilities, and more. A Salesforce financial cloud consulting partner ensures this model is configured to reflect your real-world client relationships while adhering to regulatory frameworks like FINRA, GDPR, and SEC guidelines.
01From automated onboarding journeys to triggered client reviews and service case routing, a consulting partner helps you leverage Salesforce Flow, OmniStudio, and FSC Action Plans to streamline every stage of the customer lifecycle.
02Financial institutions rely on complex legacy systems, from core banking platforms to portfolio management tools and policy administration systems. A seasoned Salesforce Financial Cloud consulting partner ensures FSC integrates securely with tools like Avaloq, Temenos, Envestnet, Orion, and more via APIs and MuleSoft.
03For investment firms, private banks, family offices, and independent financial advisors, we build advisory tools that help deepen client relationships and streamline daily operations.
We help you:01Building meaningful financial relationships requires more than just software. It requires a partner who understands the industry, the regulations, and the technology behind it.
02At Aarvexa, we’ve helped banks, insurance providers, investment firms, wealth managers, financial advisors, and specialized institutions like private equity firms and real estate finance companies modernize how they engage clients, deliver services, and stay compliant, all within the Salesforce ecosystem.
03With deep domain expertise and a certified team of Salesforce professionals, we build Financial Services Cloud solutions that match your business model, scale with your growth, and align with your regulatory responsibilities.
Years of experience across different CRM platforms
Certifications across popular CRM platforms
Successful solutions delivered across different verticals
Certified infrastructure to deliver compliant solutions
Certified security management systems that ensure data integrity and privacy
Seasoned CRM solution architects, developers, and consultants
Straight answers on Financial Services Cloud, implementation and migration, compliance, integrations and engagement.
Salesforce Financial Services Cloud (FSC) is a CRM built for banks, insurers, wealth firms and lenders, with a data model for clients, households, financial accounts and policies.
An FSC consultant plans, configures and supports the platform so your data model, workflows, compliance controls and integrations match how your institution operates.
Wealth managers, insurers, retail and commercial banks, credit unions, lenders, investment firms and real estate finance companies.
Ideally before configuration begins, or when client data is scattered across systems, onboarding is slow, or an existing setup is hard to scale.
Yes. Book a discovery call to discuss your institution, systems and goals, and we will outline a practical approach and next steps.
