Financial Services

Salesforce for Financial Services

From wealth management and private banking to insurance and financial advisory, we help financial services firms deliver exceptional client experiences while maintaining the highest standards of compliance and security.

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Common Challenges in Financial Services

We understand the unique regulatory and operational pressures facing financial services firms

Regulatory Compliance

Complex and evolving regulations requiring strict data governance, audit trails, and reporting capabilities

Client Relationship Management

Difficulty managing complex household relationships, financial goals, and multi-generational wealth planning

Data Fragmentation

Client information scattered across legacy systems, spreadsheets, and departments hindering holistic view

Lead Management

Inefficient lead distribution, tracking, and nurturing resulting in missed opportunities and poor conversion

Advisor Productivity

Advisors spending too much time on administrative tasks instead of building client relationships

Personalization at Scale

Inability to deliver personalized experiences and advice to growing client base efficiently

How Appdraft Helps Financial Services Firms

Specialized Salesforce solutions designed for the unique needs of financial services organizations

01

Financial Services Cloud

Implement purpose-built financial services capabilities including household management, financial accounts, and relationship groups.

02

Compliance & Security

Configure robust security controls, audit logging, data encryption, and compliance reporting to meet FCA and industry standards.

03

Client Portal

Build secure client portals with Experience Cloud for document sharing, account access, and personalized financial insights.

04

Advisor Workspace

Create unified workspaces with Einstein Activity Capture, next-best-action recommendations, and integrated communication tools.

05

Marketing Automation

Deliver targeted, compliant marketing campaigns with Salesforce Marketing Cloud and journey-based client engagement.

06

Analytics & Reporting

Build comprehensive dashboards for AUM tracking, client segmentation, advisor performance, and compliance monitoring.

Key Benefits for Financial Services

Our financial services clients see measurable improvements in client satisfaction and operational efficiency

  • Achieve 360-degree view of client households and financial relationships
  • Reduce compliance risk with automated audit trails and approval workflows
  • Increase advisor productivity by 25% with streamlined workflows and automation
  • Improve client satisfaction through personalized service and proactive engagement
  • Accelerate revenue growth with better lead management and cross-selling
  • Ensure data security and privacy with enterprise-grade encryption and controls

Case Study

A wealth management firm implemented Salesforce Financial Services Cloud with Appdraft and achieved:

45%
Increase in advisor productivity
30%
Improvement in client retention rates
60%
Reduction in compliance reporting time

FCA-Compliant Implementation

We've implemented Salesforce for financial services firms across the UK, with deep expertise in regulatory compliance, data security, and industry best practices.

Learn About Our Process

Ready to Transform Your Financial Services Firm?

Let's discuss how Salesforce Financial Services Cloud can help you deliver exceptional client experiences while ensuring compliance

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