Learn how we unified fragmented client data and automated intake, enrichment, and compliance processes for a U.S.-based financial services firm using Salesforce Financial Services Cloud. By integrating real-time lead capture, Equifax credit validation, Omni-Channel routing, and KYC/AML automation, advisors gain a consolidated household view, accelerate onboarding, optimize lead prioritization, and ensure regulatory compliance.
Financial Services Cloud
Finance
USA
Challenge
Our client, a U.S.-based financial services firm offering debt relief, loan restructuring, and holistic wealth-management solutions, was hampered by fragmented data across disparate intake channels. Prospective clients submitted information via WordPress landing pages—loan-restructuring quizzes, debt-consolidation assessments, retirement-planning checklists—but those leads landed in ad-hoc CSV exports and spreadsheets. Manual CRM entry introduced duplicates, delays, and blind spots in each household’s financial profile. As a result, advisors lacked a unified, compliant view of client needs and risk attributes, undermining both efficiency and client trust.
Solution
We delivered an end-to-end intake-to-advisor platform built exclusively on Salesforce Financial Services Cloud (FSC), leveraging its industry-optimized data model, relationship mapping, and automation:
1. Household & Relationship Modeling
Captured all leads as Person Accounts and automatically grouped them into Households based on shared address or employer data.Tracked co-applicants, dependents, trusts, and other affiliations via FSC’s Relationship object, giving advisors instant visibility into each account’s decision-making network.
2. Real-Time Intake & Financial Snapshot
Deployed a managed Gravity Forms↔FSC integration using webhooks to create or update Person Accounts in real time, linking them to existing Households. Ingested declared balances (loan amounts, credit-card debts) directly into the Financial Account object at intake, providing sales managers with an immediate, consolidated financial snapshot and calculated metrics based on input parameters.
3. Automated Enrichment & Compliance
Implemented a REST API integration with Equifax to ingest, parse, and validate account balances, loan terms, and credit-risk scores, automatically populating the Financial Account and Affiliation objects.Embedded KYC/AML checks via External Services: every new or updated Person Account triggers automated compliance screening, generating review tasks for flagged cases.
4. Omni-Channel Routing & Personalized Engagement
Configured Omni-Channel to prioritize high-potential households—based on combined debt relief opportunity and credit-risk profile—for senior advisors.Routed lower-tier prospects into self-guided Action Plans, delivering tailored email journeys and aligned with each prospect’s financial profile.
5. Advisor Dashboard & Analytics
Built a unified client dashboard: net-worth trends, open tasks, relationship maps, and upcoming compliance milestones.
Results
1. Unified Client View
Advisors now access every household’s liabilities, credit scores, and compliance status in one consolidated interface—driving more informed, trust-based conversations.
2. Accelerated Onboarding
Real-time lead capture and automated enrichment reduced manual data processing by 80%, cutting time-to-first-contact from 24 hours to under 2 hours.
3. Optimized Lead Prioritization
Omni-Channel routing increased senior advisor follow-up on high-value prospects by 35%, while self-guided Action Plans boosted lower-tier engagement by 25%.
4. Embedded Compliance
Automated KYC/AML screening eliminated manual bottlenecks, lowering regulatory risk and ensuring audit readiness.
5. Scalable Growth
FSC’s flexible data model and Action Plans enable rapid expansion into new service lines—such as mortgage consolidation or insurance referrals—without costly rearchitecting.
Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!
Technologies: Sales Cloud, AWS
Industry: Translation and Transcription Services
Country: USA
Learn how TrueSolv developed a Salesforce app to automate user permissions and ensure consistent configurations, enhancing security and operational efficiency across a large user base.
Technologies: Marketing Cloud
Industry: Healthcare
Country: USA
Explore how TrueSolv transformed email marketing for a healthcare client using Salesforce Marketing Cloud, enabling automated, personalized campaigns that enhanced user engagement and streamlined processes.
Privacy Policy © 2024
