Salesforce Financial Services Cloud

Salesforce Financial Services Cloud – Arora Infotech

Arora Infotech helps banks, wealth managers, insurers, and financial institutions modernize client engagement, compliance, and operations using Salesforce Financial Services Cloud (FSC).

We design secure, data-driven financial relationship platforms that give advisors, service teams, and operations a single, trusted view of every client, household, and portfolio — across onboarding, servicing, compliance, and growth.

Our FSC solutions are built for regulated, high-trust environments where accuracy, auditability, and security matter just as much as customer experience.

What We Deliver on Financial Services Cloud

1. 360° Client & Household Management

We configure FSC to manage:

  • Individuals, households, and businesses

  • Relationship hierarchies

  • Beneficiaries and trustees

  • Financial goals and life events

  • Assets, liabilities, and portfolios

This allows advisors and service teams to see the full financial picture of every client in one place.

2. Digital Onboarding & KYC

Arora Infotech automates:

  • Client onboarding workflows

  • Identity verification & document collection

  • KYC and AML processes

  • Risk profiling and suitability checks

  • Account and product setup

This reduces onboarding time, improves compliance, and creates a frictionless client experience.

3. Sales, Advice & Opportunity Management

We enable FSC to support:

  • Cross-sell and upsell opportunities

  • Product and portfolio recommendations

  • Referral tracking

  • Advisor activity and pipeline management

  • Relationship intelligence

Firms can grow revenue while ensuring recommendations remain data-driven and compliant.

4. Service, Case & Operations Management

We configure Service Cloud + FSC to handle:

  • Client inquiries and service requests

  • Disputes, claims, and investigations

  • Account maintenance

  • Advisor and operations workflows

  • SLA tracking and escalations

This delivers a high-touch, low-friction service experience for high-value clients.

5. Secure Client & Partner Portals

We build Experience Cloud portals that allow:

  • Clients to view accounts, documents, and status

  • Advisors to collaborate with operations

  • Partners to submit and track requests

  • Secure messaging and notifications

All activity is tracked inside Salesforce for full auditability.

6. Data, Integrations & Analytics

We integrate FSC with:

  • Core banking and portfolio systems

  • ERP and finance platforms

  • Data warehouses and BI tools

  • Payment and trading systems

This enables real-time insights, compliance reporting, and financial analytics across the enterprise.

7. Security, Privacy & Compliance

Arora Infotech designs FSC environments with:

  • Role-based access and data segregation

  • Field-level security for PII and financial data

  • Encryption, audit trails, and activity tracking

  • Compliance with KYC, AML, SOC, and privacy regulations

Your data remains protected, governed, and audit-ready.

Why Arora Infotech for Financial Services Cloud

Arora Infotech combines enterprise Salesforce architecture, financial-services process expertise, and compliance-grade security.

We help financial institutions:

  • Deliver better client experiences

  • Increase advisor productivity

  • Reduce compliance risk

  • Gain real-time financial insight

  • Scale securely and efficiently

We don’t just implement FSC.
We help financial organizations build modern digital relationship platforms that power growth, trust, and long-term client value.