Build deeper client relationships, meet compliance requirements, and grow wallet share with Salesforce Financial Services Cloud. RASPSYS LLP implements FSC for banks, insurance firms, and wealth management practices — from household data model configuration to compliant client engagement workflows.
RASPSYS LLP configures Financial Services Cloud to the specific needs of your financial services segment — with the industry data model, compliance workflows, and client engagement tools that advisers, bankers, and agents actually need.
Configure FSC's Household data model to capture the full financial picture of a client and their family — linking individuals, households, financial accounts, policies, and referral relationships to give advisers and relationship managers a complete view.
Equip financial advisers with a purpose-built CRM experience — client goals tracking, financial planning integrations, meeting preparation workflows, and next best action recommendations — that reduces administrative time and increases client-facing activity.
Manage the full insurance client lifecycle in FSC — from prospect and quote through policy issuance, renewal, and claims — with policy object configuration, agent workflow automation, and integration with policy administration systems.
Build the compliance controls that financial services require — KYC/AML workflows, suitability assessment documentation, consent management, and mandatory disclosure tracking — directly into your Salesforce processes so compliance is built-in, not bolted on.
Configure FSC for retail and commercial banking teams — from branch-based relationship managers handling SME lending relationships to consumer banking teams managing mortgage pipelines and product cross-sell campaigns.
Build the dashboards and reports that financial services managers need — AUM by adviser, revenue by client segment, pipeline by product, and compliance completion rates — using CRM Analytics and native Salesforce reporting.
Financial services CRM projects carry higher stakes than most. Data accuracy, compliance workflows, and system integrations must work flawlessly. RASPSYS LLP brings the technical depth and financial services domain awareness to deliver FSC implementations your business can rely on.
Salesforce Financial Services Cloud is purpose-built for three primary financial services segments: wealth management (financial advisers, private banks, family offices), banking (retail banking, commercial banking, mortgage), and insurance (life, P&C, and health insurance carriers and intermediaries).
Each segment has tailored data models and pre-built workflows within FSC. RASPSYS LLP will identify which segment model most closely fits your business and configure accordingly — including customisations for those that operate across multiple segments.
Yes. FSC is designed to be the relationship management layer on top of your transactional systems, not a replacement for them. Common integrations include core banking platforms (Temenos, Finacle, FIS), policy administration systems, and financial planning tools.
RASPSYS LLP designs and builds these integrations using REST APIs, MuleSoft, or direct middleware connections — ensuring account balances, policy statuses, and transaction summaries are visible to relationship managers in Salesforce without duplicating the data entirely.
Salesforce Financial Services Cloud inherits all of Salesforce's enterprise security controls — role-based access, field-level security, sharing rules, audit trails, and event monitoring. FSC additionally supports field encryption for sensitive data fields such as tax identification numbers and account balances.
RASPSYS LLP implements the access model with the principle of least privilege — relationship managers see only the client records they own or are sharing on, with appropriate restrictions on sensitive financial data. We also configure Shield Event Monitoring for organisations with stringent audit requirements.
Financial Services Cloud is licenced on a per-user, per-month basis as an add-on to or replacement for standard Salesforce licences. The exact pricing depends on the FSC edition (FSC Growth, FSC Enterprise, FSC Unlimited) and any additional add-ons such as CRM Analytics, Einstein features, or Shield.
RASPSYS LLP provides a licence optimisation review during the solution design phase — mapping your actual user roles and usage patterns to the most cost-effective licence combination. We will never recommend more licences than you need.
Book a free FSC consultation with RASPSYS LLP. We will review your current CRM challenges, assess your integration needs, and design a roadmap that fits your regulatory and commercial requirements.