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Financial Services Cloud

The world’s #1 CRM, recreated for financial services.

A 360-degree insight into customers’ financial profiles places the customer at the forefront of every connection, from retail banking to wealth management.

Financial Services Cloud is fully integrated within the Salesforce world. Get the power, scalability, and security you’re used to with Salesforce.

Unleash the full potential of your financial services company.

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:


Increase in customer satisfaction


Increase in banker productivity


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.


Advisors that lack the necessary technology to provide the superior level of support that clients have come to request lead them and their teams to be often isolated from their clients’ activities.

Many financial advisors are still spending too much time on manual processes, gathering information, and on administrative and compliance tasks.

Better digital solutions and automation will help reduce investor fees and provide them with a higher level of engagement in the managing of their capital.

To remain competitive, increasing efficiency is the way, no matter the industry. Especially in the field of wealth management.

Financial Services Cloud has built a dynamic user experience to provide advisors a comprehensive view of their clients’ portfolios.

Whenever advisors log into Salesforce Financial Services Cloud, they will be given a list of the most important tasks to be accomplished that day.

If you want to bring more important data to Salesforce that isn’t available in Financial Services Cloud, you can access an ecosystem of trusted partners: Informatica, Data from Yodlee, and Advisor Software, and more.



Remove silos in your company by focusing activity on the rich customer profile and then engaging directly with customers through a Salesforce Private Client Community.

Collaboration will now take place where and whenever the customer needs it, and on the device of their choice.

Financial Services Cloud 1-to-1 Client Community can be integrated into your existing client portal, if you already have one. If you need a Community, use the one from Financial Services Cloud to connect to other important data sources.

Customer Stories


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.

ASIS International Logo


The business wanted to create more process, efficiency and productivity around their sales and marketing efforts.

THE SOLUTION Professional Edition was implemented and they are now able to manage their business in a much more efficient fashion. We created online forms for their clients to fill in which flowed into Salesforce, as opposed to having to use paper for everything.

Get In Touch With Us

Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.

Toronto Office
1050 King Street West
M6K 0C7

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What Our Customers Are Saying

Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.

Digitcom Telecommunications Inc.

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions

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