FSConnect

Retail Banking

Integrating Salesforce Financial Services cloud into associate journeys to increase productivity and collaboration, and empower them to better engage clients across an omnichannel experience.

Investment Banking

Bringing to life Deloitte industry experience in transforming productivity in the front office, through banker-focused functionality and third-party data sources, informing the consideration and design of Salesforce implementations.

Private Banking / Wealth

Driving banks to deliver new ways of working that enable a transformative client acquisition and management experience with design workflows to support unique team collaboration and drive simplicity, efficiency, and satisfaction.

Commercial Banking

Enabling banks to rapidly create and enhance customer value by bringing forward best practices learned from research and experience on how commercial banking teams can collaborate to best help clients.

Mortgages

Streamlining the home buying experience with a platform powered by an ecosystem of current and innovative technologies to increase the scope and sophistication of clients' mortgage solutions.

Complaints

The Complaints accelerator is Salesforce Financial Service Cloud-enabled, built to scale asset that provides new capabilities and drives business benefits with regulatory compliance.

Advisors

Combining Salesforce Financial Services Cloud and best-in-class vendor partner capabilities, giving insurance agents, retirement advisors, and clients an ecosystem of leads, sales, and fulfillment tools to better learn about customers, engage, provide advice, and acquire products and a reimagined way.

Underwriters

Designed to provide end to end coverage for the underwriting process, utilizing core relationship management and analytics capabilities, and providing the ability to integrate with a wider ecosystem of technologies.

Brokers

Empowering insurance carriers to better engage with their brokers by providing brokers an integrated user experience across the end to end business lifecycle.

Asset App

Incorporating best practices and insights from actual client implementations, Asset App is designed to meet the needs of sales, distribution, and service business functions for both institutional and retail asset managers.

Venture Connect

Digitizing the user journey for all roles within an investment firm to improve collaboration and facilitate tracking pipeline and portfolio companies.

Onboardwise

A digital onboarding platform powered by Salesforce, designed to transform complex, manual, paper-based processes into a simple, digital, and differentiated client experience.

Cloud Migrate

Enhancing complex, manual, time-consuming processes for clients who are ready to migrate metadata from a customized cloud instance to an industry cloud platform.