Salesforce · Financial Services Cloud
Modernize your financial services
with Financial Services Cloud.
Household Management, Financial Planning, Regulatory Compliance, and Einstein AI, we implement Financial Services Cloud for banks, insurers, and wealth managers across Canada.
Financial Services Cloud · Incloud
Banking · Insurance · Wealth · Regulatory compliance
+42 %
Advisor conv.
12 weeks
Go-live
280+
Advisors trained
What we do with Financial Services Cloud
Everything Financial Services Cloud
can do for your institution
360° households & relationships
Visualize every family relationship, associated accounts, and total household wealth to deliver more relevant, personalized advice.
Integrated Financial Planning
Track financial goals, Retirement Plans, and life events for every client directly in Salesforce, with proactive alerts.
AML · CFR · KYC compliance
Automated compliance workflows, complete audit trail, and built-in document management to meet regulatory requirements without slowing your teams down.
Einstein & automation
Churn risk prediction, cross-sell opportunity scoring, and proactive alerts so your advisors act at the right moment.
Why Incloud
A partner who
knows Financial Services Cloud
inside out.
Regulatory compliance cannot be an afterthought. We bake AML, CFR, and KYC into the design so your Salesforce is compliant and performant from day one.
- Consultant assigned from your first call
- Regulatory compliance AML, CFR, AMF built in from design
- Integration with your core banking and asset management systems
- Training your advisors and compliance teams
- Ongoing support with regulatory review on each new Salesforce release
Regulatory compliance by design
We bake AML, CFR, and KYC requirements into the architecture not as patches after go-live.
Integration with your banking systems
Core banking, asset management, e-signature platforms, all natively connected to Salesforce.
+42% average advisor productivity
Less time on admin, more time on advisory. Your teams focus on what generates value..
Our approach
How we implement Financial Services Cloud
for you
01
Discovery
360° workshop: goals, processes, IT ecosystem. A clear diagnosis.
02
Configuration
Configuration, integrations, and development — custom-tailored in short sprints with weekly demos.
03
Training
Training sessions tailored to each team. Your users adopt the tool, not just tolerate it.
04
Evolution
Post go-live support, quarterly roadmap, and dedicated advisor to keep it performing.
Ready to unlock the full potential
of Financial Services Cloud ?
Book a free 30-minute call with a certified Incloud expert in Financial Services Cloud. We assess your database and propose a concrete strategy.
Book a free call