Financial Services. A 360° client view in compliance from day one.

Financial Services Cloud gives your frontline teams a complete, 360-degree view of a client’s entire financial life, including their complex family and business relationships. Instead of workflows built for generic sales, it provides industry-specific tools designed for financial professionals, complete with integrated compliance and audit trails.

Yes. We design to the technology risk, third-party risk, and data protection expectations your regulators apply, whether that is OSFI and FINTRAC, FFIEC and NYDFS Part 500 expectations, or your internal control framework. That means documented governance, access controls, incident response, encryption, and third-party risk evidence your risk team can defend under examination.

We provision in the regions your policy requires and configure retention, consent, and access controls to match your privacy obligations, whether that is PIPEDA and provincial privacy legislation, state privacy laws such as CCPA, or GLBA safeguards. Where cross-border transfer assessments are required, we help document them alongside your legal and privacy teams rather than leaving it as a post-project problem.

Yes. We build governed integrations to core banking, custodian, policy administration, and market data platforms using MuleSoft or your existing integration layer. The goal is a single client record that reconciles positions, transactions, and holdings in near real time, with data lineage and controls that satisfy audit and technology risk expectations.

We support enterprise-wide workflows including retail banking onboarding and KYC, commercial loan origination, wealth book-of-business management, and insurance policy administration. Financial Services Cloud gives your frontline teams a unified household view across all accounts, policies, and goals, and we layer AI for meeting prep, cross-selling, and automated servicing where your compliance framework allows.