Salesforce for financial services

Where we fit

Our work for financial services firms is Salesforce data, CRM and marketing implementation: client records, segmentation, communications and reporting. We do not provide financial, investment, legal or regulatory advice, and our work does not by itself make a firm compliant. We build alongside your compliance and legal teams so the platform supports the requirements they set.

How we approach it

The right starting point depends on the systems you already have and where the gap is. Typical work in this sector:

• Client data and CRM. A clean client and household model, with relationship history in one place.
• Consent and preferences. Consent and communication preferences captured in the data model and respected across every send.
• Client communications. Onboarding, service and educational communications in Marketing Cloud Engagement, with review steps your compliance team can work with.
• Reporting and records. Reporting leadership can act on, and a record of what was sent to whom and when.

Starting point

A 30-minute discovery call. We will look at where your Salesforce and data stand today, tell you honestly whether this is work we are the right people for, and name the two or three fastest wins we can see.

Common questions

Will Salesforce make our firm compliant?

No platform does that on its own. Salesforce provides security and audit capabilities, but compliance depends on your policies, procedures and configuration as a whole. We do not give regulatory advice; we build alongside your compliance and legal teams so the platform supports the requirements they set.

Can our compliance team review communications before they go out?

Yes. We build review steps into the send process for onboarding, service and educational communications in Marketing Cloud Engagement, and keep a record of what was sent to whom and when.

Why does a household model matter in Salesforce for financial services?

Many client relationships span a household rather than one person. Modeling households lets advisors and service teams see related clients together and keeps communications and reporting from double counting or missing people.

How do you handle consent and communication preferences?

Consent and preferences are captured in the data model itself rather than per campaign, so a client's choices are respected across every send, not just the one where they were recorded.

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