Financial Services Intake and Advisory with Salesforce FSC- TrueSolv

01 — Challenge

Fragmented leads, manual enrichment, and compliance bottlenecks

The firm was hampered by fragmented data across disparate intake channels. Leads from WordPress landing pages landed in ad-hoc CSV exports and spreadsheets. Manual CRM entry introduced duplicates, delays, and blind spots in each household's financial profile. Advisors lacked a unified, compliant view of client needs and risk attributes.

Fragmented intake channels: Leads from WordPress landing pages not flowing into Salesforce — manual CSV entry introducing duplicates and delays.
No real-time enrichment: Credit scores and financial profiles from institutions processed manually — delaying lead quality assessment.
Manual compliance screening: KYC/AML checks handled manually — time-consuming and creating regulatory risk.
No advisor prioritisation: No system to route high-value prospects to senior advisors over lower-tier leads.

02 — Solution

End-to-end FSC intake platform with Equifax, KYC/AML, and Omni-Channel routing

TrueSolv built an end-to-end intake-to-advisor platform exclusively on Salesforce Financial Services Cloud — covering household modelling, real-time intake from Gravity Forms, Equifax credit enrichment, KYC/AML automation, Omni-Channel routing, and a unified advisor dashboard.

Salesforce FSC dashboard showing automated lead intake from WordPress Gravity Forms, Equifax KYC screening and Omni-Channel advisor routing

Unified FSC advisor dashboard — household view with net worth trends, open tasks, relationship maps, and compliance milestones.

Household & Relationship Modelling

Leads grouped into Households with co-applicant and dependency tracking

All leads captured as Person Accounts and automatically grouped into Households based on shared address or employer data. Co-applicants, dependents, trusts, and other affiliations tracked via FSC's Relationship object — giving advisors instant visibility into each account's decision-making network.

Real-Time Intake via Gravity Forms

WordPress form submissions create or update FSC records instantly

Deployed a managed Gravity Forms to FSC integration via webhooks — creating or updating Person Accounts in real time and linking them to existing Households. Declared balances ingested directly into the Financial Account object at intake, providing an immediate consolidated financial snapshot.

Equifax Enrichment & KYC/AML Automation

Credit validation and compliance screening embedded at intake

REST API integration with Equifax ingests and validates account balances, loan terms, and credit-risk scores — automatically populating Financial Account and Affiliation objects. KYC/AML checks via External Services trigger automatically on every new or updated Person Account, generating review tasks for flagged cases.

Omni-Channel Routing & Advisor Dashboard

High-value prospects routed to senior advisors automatically

Omni-Channel configured to prioritise high-potential households — based on combined debt relief opportunity and credit-risk profile — for senior advisors. Lower-tier prospects routed into self-guided Action Plans with tailored email journeys aligned to their financial profile. Unified dashboard shows net-worth trends, open tasks, relationship maps, and compliance milestones.

"Our advisors were working from incomplete data and spending hours on manual compliance checks. Now every prospect arrives in Salesforce already enriched with Equifax data, screened for compliance, and routed to the right advisor — time to first contact dropped from 24 hours to under 2."

The transformation was significant. Before FSC, a new lead would arrive via a form, get manually entered into Salesforce, sit there until someone ran the enrichment CSV, and only then get assigned to an advisor. TrueSolv's intake platform collapsed that to real time. Gravity Forms push the data instantly. Equifax enrichment fires automatically. KYC/AML screening happens before the advisor even sees the record. The Omni-Channel routing means our senior advisors are talking to the right people.

Daniel W.

Chief Revenue Officer · US Financial Services Firm

04 — Results

80% less manual processing, faster onboarding, automated compliance

The FSC implementation delivered transformative improvements across intake efficiency, advisor productivity, and regulatory compliance.

Unified Client View

Every household's liabilities, credit scores, and compliance status accessible in one consolidated interface — more informed, trust-based advisor conversations.

Accelerated Onboarding

Real-time intake and automated Equifax enrichment reduced manual processing by 80% — time-to-first-contact from 24 hours to under 2.

Optimised Lead Prioritisation

Omni-Channel routing increased senior advisor follow-up on high-value prospects by 35% — lower-tier leads engaged via self-guided Action Plans.

Embedded Compliance

Automated KYC/AML screening eliminated manual compliance bottlenecks — audit-ready from day one, regulatory risk significantly reduced.

05 — Technologies

Built with

Salesforce Financial Services Cloud

Gravity Forms Integration

Equifax REST API

KYC/AML Automation

Omni-Channel Routing

Apex

FSC Household Modelling

Action Plans

For US Financial Services Firms Scaling Intake and Advisory

Your advisors shouldn't wait 24 hours
for an enriched, compliant prospect to land on their desk.

If your intake is fragmented across WordPress forms and spreadsheets with manual enrichment and compliance screening, we'll build the full FSC pipeline — real-time intake, Equifax, KYC/AML, and Omni-Channel routing.

Gravity Forms → FSC real-time intake

Equifax credit enrichment via REST API

Automated KYC/AML compliance screening

Omni-Channel routing to senior advisors

FSC Household & Relationship modelling

Self-guided Action Plans for lower-tier leads

Book a Free Consultation See Financial Services Cloud