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Financial Services Cloud

With numerous complex projects and collaborations with leading customers across the financial service industry, at App Solve we can help our customers by combining the best practices of the industry with the enhanced set of productivity and engagement features of the Financial Services Cloud. Strategic partnerships with best in class industry leaders makes it easy to deliver superior service. Some key performance indicators to note for customers using the Financial Services Cloud are:

  • 41% increase in customer satisfaction
  • 37% increase in banker productivity
  • 40% faster decision making

Become your customers’ financial wellness partner with trust, transparency, and convenience

Financial Services Cloud provides an integrated platform that can be tailored to any financial services organization’s high-touch relationship mode. Financial Services Cloud integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels.

Enhanced productivity and decision-making with a unified financial services experience

Increase productivity through easy to use and intuitive tools and UI. Dynamic user experience provides a holistic view of the client portfolio, with proactive information pushed to the advisor that also accelerates productivity.

Increased process efficiency to improve client interaction

Reduce manual processes, time spent aggregating information and fulfilling administrative and compliance tasks. Consequently, have the ability to focus more deeply on building client relationships and loyalty. Use a Salesforce Private Client Community to engage directly with clients. Choose to engage from your pick of mobile devices anytime from anywhere.

Address regulatory compliance thoroughly informed and updated

Gain complete visibility into every interaction your company has with the client. Help manage compliance with access to secure client and household profiles. Engage with the client equipped with complete information.

Customer Story


Fundata was using several disjointed systems like Microsoft Dynamics, Sharepoint, Outlook, and other homegrown systems, etc. in their business operations. A large number of these systems were poorly implemented and often misfits for the business needs.


With Fundata’s end goal of integrating all their processes and operating the business from a single entity in mind, App Solve set up their Salesforce org and integrated the necessary systems with it. Custom objects were created to enable the capture of specific information regarding data and its distribution, and to address any data related issues and logging requests in a systematic, orderly manner.