Salesforce Financial Services Cloud
Implement Salesforce Financial Services Cloud with a team that also builds the integrations behind it, so advisors and service teams see real data from core banking, cards and payments.
Our approach
- 01
Discover
Map journeys, data and the systems FSC must read from and write to.
- 02
Design
Data model, security and integration architecture, aligned with your regulator's requirements.
- 03
Build and integrate
Configure FSC and connect it to core systems through governed MuleSoft APIs.
- 04
Launch and improve
Phased roll-out, adoption support and a backlog for the next releases.
Expertise
Digital customer onboarding
KYC, document collection and account opening flows in FSC.
Customer and household 360
Accounts, products and interactions from core systems in one view.
Service and case management
Complaints, requests and SLAs for retail and corporate clients.
Core banking integration
Real-time and batch APIs between FSC, core banking, cards and payments.
Frequently asked questions
Do you implement FSC without MuleSoft?
Yes, but most banks need real-time data from core systems, so we usually design the integration layer together with FSC.
Can you take over an existing FSC org?
Yes. We start with a review of the org, data model and integrations, then agree a plan.
Planning an integration — or stuck in one?
Book 30 minutes with a senior Leadex architect and leave with a second opinion on your architecture.