FSC Sales is best for wealth management and advisory firms that need ARC, Financial Goals, Life Events and household management. FSC Service is best for banking contact centers and larger firms that need Caller ID Verification, Engagements, Complaint Management and Action Launcher. FSC Sales & Service combines both. We assess your use cases during discovery and recommend the right licensing model.
Financial Services Cloud. One Implementation Across Banking, Wealth & Insurance.
Salesforce Financial Services Cloud (FSC) already has the data model, workflows and compliance tools your institution needs.
Get a Free Financial Services Cloud Readiness Assessment
5,000+
Hours of FSC Expertise
15+
FSC Projects Delivered
10+
Certified FSC Specialists
360+
Salesforce Certifications
90%+
Repeat Business
ISO 27001
Certified
Infoglen: Your Trusted Partner for Salesforce Financial Services Cloud Implementation
The right implementation partner can make a big difference to the success of your Financial Services Cloud (FSC) investment. At Infoglen, we don’t just implement FSC, we help you get more value from it from day one. Our pre-built AI agents for customer service, meeting summaries, sentiment analysis and attrition risk are ready to use, so you don’t have to wait for a future phase.
We also connect Financial Services Cloud with Marketing Cloud, Experience Cloud, Data Cloud and MuleSoft to create one connected Salesforce ecosystem. As an ISO 27001:2022 certified partner, we build security and compliance into your implementation before you go live. And once the project is complete, we continue to support you with regular health checks and optimization to keep your Salesforce environment performing at its best.
Beyond the core setup, we help you unlock advanced Financial Services Cloud features like Actionable Relationship Center (ARC), Life Events, Compliant Data Sharing, Action Plans, pre-built flows and Agent Portal, so you get the most out of your Salesforce investment.
We Work With the Complete
Financial Services Cloud Toolkit
We configure every FSC capability to deliver outcomes across banking, wealth management and insurance.
Client Intelligence & Relationships
See every account, household and relationship in one place
Actionable Relationship Center (ARC) | Client Timeline | Household Rollups | Financial Goals | Life Events | FSC Native Analytics & Financial Goals Tracking
Retail & Commercial Banking
Single-screen dashboards, automated lending, ready-made servicing flows
Retail Banking Console | Commercial Banking Console | Loan Origination | Pre-Built Banking Flows | KYC Automation
Wealth & Asset Management
Proactive, personalized advisory at scale
Financial Account View | Einstein Next-Best-Action | Client Segmentation | Portfolio Integration | Rollup by Lookup
Insurance (Life, Annuities, P&C)
Claims, policies and renewals without the manual work
Insurance Data Model | FNOL & Policy Flows | Insurance Agent Portal | Claims Automation | Lapse Prevention
Compliance & Data Governance
Audit-ready from day one
Compliant Data Sharing | Interaction Summaries | Consent & Document Automation | Action Plans | Alerts
Our Solutions to Solve Your
Financial Services Cloud Challenges
Your Challenge
Our Solution
Scattered Client Data
Every department has its own system. No one sees the full picture.
Unified Client Profile
We configure FSC to consolidate every account, household and policy into a single view connected to your core systems.
Advisors Stuck Searching, Not Advising
Too much time navigating tabs, spreadsheets and legacy tools.
Visual Relationship Maps + Client Timeline
One-screen access to every relationship, interaction and financial detail with actions built in.
Compliance Is Manual and Risky
Consent, interaction history and data access tracked in spreadsheets and email.
Built-In Compliance Tools
Data sharing rules, consent tracking, interaction notes and audit trails configured for your regulatory framework.
Slow Loan and Claims Processing
Manual steps in origination, underwriting and FNOL create bottlenecks.
Pre-Built Industry Workflows
Loan origination, card activation, FNOL and policy servicing flows activated and customized to your process.
Results You Can Expect
Because We’ve Done It Before
Our Financial Services Cloud implementations consistently deliver measurable results and we can do the same for you.
35%
faster client onboarding with pre-built flows
40%
increase in advisor productivity with AI
70%
reduction in loan approval time
50%
drop in compliance prep time
30%
improvement in client retention
Our 7-step Implementation Approach
A structured methodology that adapts to banking, wealth management and insurance, with real technical depth at every step.
Discovery & Strategy
Identify which FSC edition fits (Sales, Service, or both), map your compliance requirements and define the rollout scope across banking, wealth, or insurance verticals.
Data Architecture & Integration
Configure FSC's industry data model, Financial Accounts, Households, Holdings, Policies, Claims and connect to your core systems via MuleSoft for real-time data sync.
Console & Workspace Setup
Build role-specific workspaces: Retail Banking Console, Commercial Banking Console, Advisor dashboards with ARC and Life Events, or Insurance Agent Portal on Experience Cloud.
Workflow Activation
Activate and customize FSC's pre-built flows, Card Activation, FNOL, Loan Origination, KYC Onboarding, Add Beneficiary to match your actual business process.
Compliance & Security
Configure Compliant Data Sharing, Interaction Summaries, Consent Management and audit trails aligned to your regulatory framework (GDPR, CCPA, SOX).
AI & Agentforce Deployment
Deploy Infoglen's pre-built agents - Service Agent, Meeting Agent, Attrition Risk, Sentiment Scoring, Account Intelligence, configured within your compliance guardrails.
Training & Continuous Optimization
Role-specific enablement for every team. Post-launch, quarterly health checks and optimization tied to every Salesforce release.
Agentforce for Financial Services:
AI Agents Across the Client Lifecycle
Infoglen deploys AI agents that plug into specific stages of the client lifecycle, not as a generic AI layer, but as purpose-built automation where it matters most. Every agent is configured within your compliance guardrails.
Acquire
Capture, qualify and prioritize inbound interest before it goes cold.
Inbound Lead Agent
Handles inbound emails from prospects, qualifies them and converts them into meetings. No delays, no human bandwidth bottleneck.
Pipeline Intelligence
Scores and prioritizes which leads, opportunities and accounts should be acted on first. Suggests what needs to be done and when.
Scores and prioritizes which leads, opportunities and accounts should be acted on first. Suggests what needs to be done and when.
Onboard
Clean data, structured handoffs and zero dropped follow-ups from day one.
Data Agent
Cleans, enriches and segments client data automatically. Critical for FSC where household consolidation and data quality make or break the platform.
Cleans, enriches and segments client data automatically. Critical for FSC where household consolidation and data quality make or break the platform.
Meeting Agent
Pulls transcripts into Salesforce, generates follow-up emails, creates action items and lets users query the transcript. Hours of post-meeting work reduced to minutes.
Pulls transcripts into Salesforce, generates follow-up emails, creates action items and lets users query the transcript. Hours of post-meeting work reduced to minutes.
Serve
Automate routine inquiries and catch every signal in every email.
Service Agent
Handles routine banking and insurance inquiries: balance checks, claim status, card locks, policy questions. Escalates complex issues to a human with full context.
Handles routine banking and insurance inquiries: balance checks, claim status, card locks, policy questions. Escalates complex issues to a human with full context.
Email Intelligence Agent
Monitors all inbound and outbound emails for quality, tone, sentiment, missed action items and follow-up signals. Nothing falls through the cracks.
Monitors all inbound and outbound emails for quality, tone, sentiment, missed action items and follow-up signals. Nothing falls through the cracks.
Retain
Know the relationship health before the client tells you and act before it's too late.
Sentiment Score Analysis
Generates a numeric client sentiment score from emails, cases and interactions. Walk into every conversation knowing exactly where the relationship stands.
Generates a numeric client sentiment score from emails, cases and interactions. Walk into every conversation knowing exactly where the relationship stands.
Attrition Risk Prediction
Predicts which clients or policies are at risk of churning based on historical patterns. Triggers automated retention outreach before it’s too late.
Predicts which clients or policies are at risk of churning based on historical patterns. Triggers automated retention outreach before it’s too late.
Grow
Identify white space, recommend the next product and expand every relationship.
Account Intelligence
Answers everything about an account instantly: relationship history, white space analysis, which product to recommend next and when to act. Powers cross-sell across banking, wealth and insurance lines.
Answers everything about an account instantly: relationship history, white space analysis, which product to recommend next and when to act. Powers cross-sell across banking, wealth and insurance lines.
Infoglen’s advantage
Dedicated Agentforce Solutions practice led by a Agentforce CoE, with pre-built agents already deployed in production. Most Salesforce partners are still learning Agentforce, we’re already delivering it.
Dedicated Agentforce Solutions practice led by a Agentforce CoE, with pre-built agents already deployed in production. Most Salesforce partners are still learning Agentforce, we’re already delivering it.
Salesforce Financial Services Cloud Implementation | FAQs
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Q: Which FSC license do we need, Sales, Service, or both?
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Q: Can we activate FSC on our existing Salesforce org?
Yes. If you're currently on Sales Cloud or Service Cloud, FSC activates right in your existing org. The industry data model and features layer on top of your current configuration. We handle the activation, data setup and user transition.
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Q: How long does implementation take?
Single-vertical implementations typically take 10-14 weeks. Multi-vertical or enterprise rollouts range from 14-20 weeks. We also offer QuickStart packages that get core FSC capabilities live in 6-8 weeks.
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Q: What does pricing look like for FSC + Agentforce?
FSC is licensed per user with different tiers for Sales, Service and Sales & Service editions. Agentforce is an add-on with usage-based pricing via Flex Credits, you pay for the actions AI agents perform, not per seat. Exact pricing depends on your user count and edition. We help you model the right licensing structure during discovery so there are no surprises.
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Q: What if we're already on FSC but not getting value from it?
This is more common than you'd think. We offer an FSC Health Check that audits your current configuration, identifies unused features and delivers a prioritized roadmap to unlock the capabilities you're already paying for. Many institutions are only using 30-40% of what FSC offers.
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Q: How do you handle data migration from legacy systems?
Every bank and insurer has messy legacy data. We run a structured data migration process: assess source systems, clean and deduplicate records, map fields to FSC's industry data model, validate in a sandbox and run parallel testing before cutover. We also deploy our Data Agent to automate ongoing data cleaning and enrichment post-migration.
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Q: What ongoing support do you provide after go-live?
Quarterly health checks, performance tuning, workflow optimization and new feature rollouts tied to every Salesforce release. We also offer managed services for institutions that want continuous support, not just project-based engagement.
