Financial institutions that know their clients better win more business, retain it longer, and grow it faster. Providus is a certified Salesforce Financial Services Cloud consulting company helping banks, wealth management firms, insurance carriers, and lending organizations connect financial accounts, life events, referrals, and compliance activity into a single source of truth.
Choose an option to see how Providus solves your unique challenge:
A wealth advisor who has managed a household for ten years knows the spouse’s name, the adult children’s financial goals, the upcoming liquidity event tied to the business sale, and the referral relationship with the estate attorney. None of that context lives in a standard CRM by default.
Retail banking teams trying to deepen relationships and cross-sell deposit, lending, and wealth products face the same structural problem with different consequences. The checking account customer who just deposited $400,000 from a home sale is sitting in the queue waiting for their turn with a banker who has no visibility into that transaction, no prompt to discuss investment options, and no referral workflow that would route the conversation to an advisor before the money leaves the bank.
Insurance carriers and agencies managing producer networks, policy portfolios, and claims relationships run into a different challenge. Producer onboarding is manual and slow. Policy data is incomplete or buried in a legacy system that has never been connected to the CRM. Claims workflows are handled outside Salesforce entirely. Agents spend their time chasing data rather than serving policyholders, and carriers have no consolidated view of producer performance, policy concentration risk, or renewal pipeline.
Financial Services Cloud’s Household data model, connecting Individual, Financial Account, Relationship Map, and Life Event records, gives advisors a complete picture of every client relationship. We configure this model around your specific client segmentation, your advisor workflow, and your product structure.
Next Best Action in Financial Services Cloud surfaces the right recommendation to the right banker, advisor, or agent at the right moment. We configure Einstein Next Best Action with your specific offer logic, referral workflows, and Action Plans so relationship managers are guided to the highest-value conversation at every client interaction.
We design the Financial Services Cloud compliance architecture for your specific regulatory environment, whether FINRA, SEC, state insurance commission, or bank regulatory requirements, before any configuration begins.
The Referral Management module creates a closed-loop referral workflow that gives everyone involved visibility into where every referral stands. We configure referral routing logic, SLA tracking, outcome attribution, and cross-line reporting so your referral program runs as a managed business process.
Data Cloud unifies client records across core banking, investment platforms, and CRM into a single profile that grounds both Agentforce responses and Einstein recommendations in accurate, current financial relationship data. We configure both with the compliance controls and consent management that regulated financial institutions require.
Financial Services Cloud implementations evolve as your firm grows. New product lines need new data model extensions. New regulatory requirements affect compliance configuration. Providus provides post-launch financial services cloud services with support contacts, defined SLAs, and quarterly org reviews.
We implement Salesforce Financial Services Cloud around your specific client model, product structure, regulatory environment, and advisor or banker workflow. Before any configuration begins, we map your Household data model, Financial Account relationships, referral routing logic, compliance requirements, and integration dependencies.
The architecture we build reflects how your firm actually serves clients, with the right data model, sharing rules, and regulatory controls in place from go-live.
What’s included:
Wealth management on Financial Services Cloud is not about contact management, it is about relationship intelligence. Advisors need to see the complete household picture: total assets under management, external held-away accounts, financial goals mapped to investment plans, upcoming life events that signal planning opportunities, and the referral network that connects each client to prospects.
We configure Salesforce Financial Services Cloud for wealth management around your advisory model, your segmentation strategy, and your compliance requirements so advisors have everything they need to serve clients and grow books of business from a single system.
What’s included:
Retail and commercial banking on Financial Services Cloud is about knowing the full customer relationship at every touchpoint and using that knowledge to deepen the relationship in real time.
We configure Financial Services Cloud for banking with complete household product relationship visibility, Einstein Next Best Action for cross-sell recommendations at the point of interaction, referral routing between retail, business banking, and wealth lines, and loan origination integration, so every banker has the full context they need before every customer conversation.
What’s included:
Insurance on Financial Services Cloud requires a data model that reflects the real complexity of policy, coverage, producer, and claims relationships.
We configure Financial Services Cloud for insurance carriers and agencies with the Policy, Coverage, and Claim objects configured around your specific product lines, producer management workflows for licensing, contracting, and performance tracking, and claims case management connected to your policy administration system. The result is a single view of every policyholder, every producer, and every open claim.
What’s included:
Financial Services Cloud delivers its full value only when it is connected to the systems that hold your clients’ actual financial data, including core banking platforms, investment management systems, loan origination systems, policy administration platforms, and financial planning tools.
We handle Financial Services Cloud integration with major financial technology platforms through MuleSoft and native Financial Services Cloud connectors. Every client record in Salesforce reflects the actual financial relationship your firm holds with that client, not just the CRM activity history.
What’s included:
Financial Services Cloud implementations do not stay static in a regulated industry. New product lines require new data model extensions. New regulatory guidance affects compliance configuration. New Salesforce releases introduce capabilities that need evaluation against your compliance posture before adoption.
Providus provides financial services cloud managed support with a named certified consultant, defined response times, and quarterly compliance and feature reviews that keep your implementation current, compliant, and aligned with your business as both your firm and the regulatory environment evolve.
What’s included:
We help companies simplify their processes and scale their operations by providing Salesforce development services across the platform ecosystem.
Agentforce for financial services handles this routine volume automatically, grounded in accurate client data from Financial Services Cloud and Data Cloud. We configure Agentforce for financial services with the compliance controls, consent management, identity verification, and escalation paths that regulated financial institutions require.
We connect Sales Cloud to Financial Services Cloud so commercial and institutional business development teams manage deal pipelines and client acquisition with full household relationship context, without duplicating data across systems.
We connect Data Cloud to Financial Services Cloud to unify these sources into a single client and household profile that powers Einstein Next Best Action recommendations, Agentforce agent grounding, and Marketing Cloud personalization with the consent management and audit trail controls that regulated financial data requires.
We implement Service Cloud alongside Financial Services Cloud, so service teams have centralized case management with compliance-aligned case routing, escalation logic, and regulatory reporting outputs. Our solutions give operations leadership and compliance teams complete visibility into every open client service issue and its resolution status.
We connect Salesforce Financial Services Cloud with Marketing Cloud so your marketing team executes secure, compliant communications triggered by real client relationship signals, life events, product milestones, referral activity, and engagement patterns, with consent tracking and suppression logic built into every campaign workflow.
We build Experience Cloud sites connected to Financial Services Cloud with the authentication controls, data visibility rules, and compliance-aligned session management that financial institutions require. Our solutions give every key audience secure self-service access without creating regulatory exposure.
We designed and developed a responsive eCommerce website from scratch. The new experience reflects the brand’s identity, simplifies product discovery, and delivers intuitive navigation across all touchpoints, built with performance and scalability in mind.
We performed a full audit of Finqalab’s trading platform, reviewing architecture, code, and security. The outcome was a clear action plan to fix risks and improve performance before scaling.
