Additionally, paste this code immediately after the opening tag:

Supercharge your wealth management with the Financial Services Cloud!

Financial Services Cloud
Posted on December 7, 2021

Say hello to the world’s number one CRM solution – a digital platform that is tailored to any financial organization’s model. Whether you are currently part of an insurance company, a large bank or a wealth management firm, Salesforce’s Financial Services Cloud can help your team deliver tailored solutions at any scale across any channel or device.

We align our Salesforce experience with your business objectives and provide you with exceptional customer service. We are your qualified Salesforce partner for financial services that can help you navigate even the most complex Salesforce project and help you achieve your professional goals – affordably and always on time!

Whether you are looking to collaborate with a Salesforce partner for the first time or you are looking to optimize your existing Salesforce processes, App Solve is your reliable solution.


What is the Salesforce Financial Services Cloud?

It’s your time to implement the world’s number 1 CRM solution into your financial services. The Financial Services Cloud is a holistic integrated platform that allows you to deliver exceptional customer service to your clients and drive loyal partnerships that can last you for years. Salesforce’s Financial Services Cloud gives you the opportunity to deliver a concierge level of service with a personalized approach that your clients have grown to expect. 

With an integrated application of productivity and engagement features, financial advisors can spend less time gathering client information and do more of what they do best – providing a holistic approach to each and every single client. 

Find your customers on the platforms they prefer: SMS, Chat, Facebook Messenger, Whatsapp, and more to provide one-on-one support in their moment of need. The most important reason why customer service is so important is that it contributes to profits. Revenue increases with great customer service.


Put customers at the center of every interaction!

Financial Services Cloud is built with industry-specific needs in mind. Here’s how it works:

  • Banks can build trust with superior digital experiences
  • Lenders can streamline and digitize the loan application process
  • Wealth managers can deepen client relationships with help from AI
  • Insurance firms can serve the changing needs of every policyholder
  • Marketing Automation integrated with Salesforce Financial Services Cloud
  • Salesforce CRM integrated with Accounting Seed financial suite for end-to-end management of the business
  • Salesforce Financial Service Cloud is integrated with external ERP for one centralized system of record specifically tailored to the industry

Give your company the edge in a fast-paced environment and contact us today to get started. The more you keep your eye out for resources to guide you in using a CRM platform, the more that will come across your radar — and the sooner you’ll start seeing the growth you’d hoped for! 


How do I get my existing data into the Financial Services Cloud?

Our team can help you integrate a number of helpful Salesforce resources specifically designed for your financial data. We will work with you to build a complete solution that can address all your business needs while adding a level of scalability that encourages innovation and strong client partnerships. 

At App Solve, we have a team of qualified people that are dedicated to your success. When you trust us to implement the Financial Services Cloud for your accounting objectives, we can help you manage assets, liabilities and goals for both individuals and teams alike – this means your accounting advisors won’t have to worry about customizing their CRM to speak the language of your firm.

Salesforce Financial Services Cloud is built on the world’s #1 CRM solution, with leading financial services partners, including PwC, Accenture, Deloitte, Yodlee, ASI and Informatica. Powerful productivity tools and integrated partner applications allow you to automate daily processes with customizable actions – and client referral tracking ensures you never miss an opportunity!


Connect with clients from any device, and build stronger relationships across a variety of applications!

The Financial Services Cloud is a collaborative wonder that connects customers across the financial services industry and creates a seamless experience. Strategic partnerships with best-in-class industry leaders make it easy to deliver superior service with portfolio rebalancing, custodian data services, and asset aggregation across every account. Plus, as part of the Salesforce platform, Financial Services Cloud benefits from our continuous innovation with three seamless updates a year. This means you’ll have ongoing access to new features and enhancements designed to grow your business faster.

Have you booked your free discovery session yet? Start the New Year off right with the App Solve team!

Book a Free Discovery Session

Do you have a question? Do you want to start a project? Get in touch.


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

"*" indicates required fields


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

"*" indicates required fields

Share This