In financial services, every client interaction is a potential audit record. RASPSYS implements Salesforce so your advisors move faster and your compliance team gets the trail they need - without one working against the other.
Advisors resist CRM when it feels like compliance overhead. We design the capture so the compliance record is a by-product of good client service rather than an extra form.
A complete view of relationships, accounts, holdings, and household structures - including the connections that drive referrals.
Structured onboarding with document collection, verification steps, and approval gates that cannot be skipped.
Every interaction, disclosure, and approval timestamped and immutable, so audits are a report rather than a fire drill.
Cut the admin so advisors spend their time on clients, not on data entry and status chasing.
Granular permissions that match your regulatory obligations and internal information barriers.
Connect Salesforce to your core banking, portfolio, or policy administration platform.
A structured engagement model that de-risks delivery and gets working functionality into your team's hands early.
We review your regulatory obligations, current systems, and where advisor time is actually going.
A data and permission model that satisfies compliance without burying advisors in fields.
Onboarding journeys, KYC gates, and integrations configured and validated against real cases.
Compliance walkthrough and audit-trail testing before a single client record moves.
Ongoing releases as regulation and product sets change.
Most of our financial services clients begin with a short discovery call rather than a full proposal. RASPSYS LLP will review your current systems, tell you what is realistically achievable, and give you an honest view of scope and cost - with no obligation.
We are a Salesforce and CRM consultancy serving clients across the UK, US, UAE, Canada, and Australia - with delivery teams that work in your time zone.
We design for the audit from day one rather than retrofitting controls after go-live.
Delivery across the UK, US, UAE, Canada, and Australia, each with its own regulatory shape.
If advisors do not use it, the compliance record does not exist. Adoption is a design constraint, not an afterthought.
The questions financial services organisations ask us most often.
Yes, and we will tell you when you do not need it. Financial Services Cloud brings a purpose-built data model for households, relationships, and financial accounts, which is worth the licence cost for wealth management and retail banking. For some FinTech and B2B lending models, a well-configured Sales Cloud is a better fit at lower cost. We assess that before recommending either.
Salesforce offers regional data centres and we configure the org against the residency requirements of your jurisdiction. Beyond location, we implement field-level encryption for sensitive data, Shield Event Monitoring where the risk profile justifies it, and retention policies matched to your regulator. The specifics differ across FCA, SEC, and DFSA regimes, so we scope this per client.
Yes. Salesforce sharing rules, role hierarchy, and restriction rules can enforce barriers so a record visible to one desk is genuinely invisible to another - not just hidden in the interface. We test these with the compliance team before go-live, because a barrier that leaks through a report is worse than no barrier at all.
A standard digital onboarding flow with document capture, verification steps, and approval gates typically takes 8-12 weeks. Integrating a third-party KYC or identity verification provider adds 2-4 weeks. Where onboarding differs materially by product or jurisdiction, we build the first flow end to end and then replicate, which is faster than designing all of them at once.
End-to-end Salesforce implementation, customisation, and managed services.
Connect Salesforce to the ERP, finance, and operational systems you already run.
See how RASPSYS LLP supports organisations across every sector we serve.
Book a free 30-minute call with a RASPSYS consultant.
We will discuss your regulatory obligations and what a compliant, adoptable CRM looks like.