At CloudMasonry, we’re not just Salesforce consultants – we’re your strategic partners in digital transformation. Our proven track record with the implementation of Salesforce Financial Service Cloud is a testament to our commitment to helping businesses unlock the full potential of their Salesforce Investments.

  • Financial Service Cloud Implementation: Ensure a smooth and effective Salesforce Financial Service Cloud implementation, customized to your organization’s unique requirements, with our expert guidance and support.
  • Financial Service Cloud Configuration and Customization: Maximize the potential of your Financial Service Cloud platform by leveraging our consultants’ expertise in configuring and customizing Salesforce to align with your specific needs and goals.
  • Financial Service Cloud Integration: Seamlessly integrate Salesforce Financial Service Cloud with your existing systems, processes, and workflows to create a unified and efficient ecosystem across your organization.
  • Financial Service Cloud Optimization: Benefit from our Salesforce consultants’ insights to identify areas of improvement, implement best practices, and optimize your Financial Service Cloud solution for peak performance and scalability.
  • Financial Service Cloud Training and Adoption: Accelerate user adoption and productivity with customized training programs and support materials designed to enhance your team’s Salesforce Financial Service Cloud proficiency.

CloudMasonry By The Numbers

46 +
148 +
4.9 /5
427 +
Successfully Completed
Salesforce Projects
128,644 +
Hours of Consulting
Services Provided
89 %
Of Our Customers Use Us
For More Than One Project

CloudMasonry Salesforce Financial Services Cloud Consulting and Implementation Services

CloudMasonry assists organizations in the implementation and enhancement of their Financial Services Cloud solution. Our approach to system design is to balance the need for simple and efficient user experiences with the robust compliance and integration needs of modern banks.

Customer Engagement

Get a comprehensive, 360-degree view of your customers that allows you to provide personalized experiences and foster lasting relationships. Use data to understand and cater to your customer’s specific financial needs.

  • Accounts
  • Client Segmentation
  • Household and Relationship Management
  • Role Definition and Recognition

Productivity Enhancement

Streamline your financial advisors’ workload by facilitating seamless tracking of tasks and activities. Collaborate efficiently and provide an actionable roadmap for success.

  • Tasks and Events
  • Calendar Integration
  • Mobile Application

Investment Tracking

Maximize your returns by tracking your investment activity. Understand which investments are reaping profits and which require attention, empowering you to make data-driven decisions.

  • Investment Records
  • Portfolio Analysis Return on Investment Tracking

Regulatory Compliance

Navigate regulatory complexity with ease, maintaining full compliance without compromising on client service. Manage risk and adhere to industry standards with comprehensive compliance tools.

  • Compliance Tracking
  • Risk Management Industry Standard Adherence

Sales and Service Processes

Drive your sales numbers and improve your service delivery with a process that’s tailored to your organization’s needs. Collaborate, forecast, and manage your products more effectively.

  • Opportunity Management
  • Sales Forecasting Product Management
  • Contract Management

Client Life-cycle Management

Track and manage your client relationships over time. From onboarding new clients to nurturing long-term relationships, ensure a smooth and consistent experience for your customers.

  • Client Onboarding
  • Relationship Tracking Client Retention Strategies
  • Subscription Management


Simplify complex processes by integrating Salesforce with your existing systems. Enable smooth workflows and ensure data accuracy.

  • ERP/Accounting System Integration
  • Core Banking System Integration
  • Banking Specific Integrations

Entrust your Financial Services Cloud journey to the experts at CloudMasonry, and experience the difference that a partnership with an industry-leading Financial Services Cloud consultant can make. Reach out today to discover how our Salesforce Financial Services Cloud consulting and implementation services can help actualize your enterprise objectives.

Client Success Stories