Financial Services
Salesforce solutions for banks, insurers, and wealth managers. Financial Services Cloud, compliance automation, and client lifecycle management.
Financial Services' CRM Problem
Relationship managers are working from spreadsheets because the CRM doesn't surface the right client data at the right time. Compliance teams are manually checking activity logs instead of relying on automated audit trails. Onboarding takes weeks because KYC and AML workflows aren't connected to the core system.
Digital Mass builds Salesforce solutions for financial institutions that understand the difference between a generic CRM deployment and one designed for fiduciary responsibility, regulatory scrutiny, and complex client relationships.
Who We Work With
- Wealth management and RIA firms
- Commercial and retail banks
- Insurance carriers and brokers
- Credit unions and community banks
- Mortgage and lending companies
- Fintech and digital banking platforms
- Private equity and asset management firms
What We Build
Financial Services Cloud: Client 360 profiles with household and relationship modeling, AUM tracking, financial goal management, referral networks, and advisor dashboards.
Client Onboarding & KYC Automation: Automated onboarding workflows connecting KYC, AML screening, document collection, and account opening into a single process.
Core System Integration via MuleSoft: Bidirectional integrations connecting Salesforce to core banking platforms, policy admin systems, portfolio management tools, and data warehouses.
Compliance & Audit Architecture: Field-level encryption, Shield Platform Encryption, full activity audit trails, role-based access controls, and data retention policies for SOX, FINRA, SEC compliance.
Agentforce for Financial Services: AI agents handling appointment scheduling, account inquiries, document requests, and routine client service tasks.
Marketing Cloud for Client Lifecycle: Personalized journeys for prospect nurture, onboarding sequences, annual review reminders, life event triggers, and retention campaigns.
Common Pain Points We Solve
- "Our advisors still use spreadsheets because Salesforce doesn't show them what they need."
- "Compliance has to manually pull activity reports. There's no automated audit trail."
- "Onboarding a new client takes three weeks because KYC isn't connected to anything."
- "We have client data in four systems and none of them talk to each other."
- "Our CRM doesn't understand household relationships or AUM."
Outcomes
- Advisors have a complete client picture in one view
- Client onboarding time cuts in half with automated KYC and document workflows
- Compliance teams move from manual reporting to automated audit trails
- Core system data surfaces in Salesforce so relationship managers stop switching platforms
- Marketing campaigns trigger automatically on life events, reviews, and milestones
Technology
Salesforce Financial Services Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, MuleSoft, Agentforce, Shield Platform Encryption, CRM Analytics, Tableau, Experience Cloud, DocuSign Integration
Digital Mass is the best consulting partner I have worked with in my 20+ years of working in the Salesforce ecosystem. They are approachable, knowledgeable, innovative, and fun. The last 10 months working with them have been a game-changer for our business and my team.
Digital Mass is a truly collaborative partner, working in the trenches with us on a variety of projects. Their expertise seems to know no bounds, and regardless of the hurdle we come across, Digital Mass is at the ready with recommendations on how to ultimately work to get us back on course, no matter the storm.
Working with Digital Mass has been great. The staff is very responsive and eager to understand and deliver value. We have two consultants who have become integral members of our Scrum teams. They have helped raise the skill level of our internal staff. I would highly recommend working with Digital Mass!
Jeff's attention to detail, technical expertise, and calm nature make working with him very pleasurable. Everybody internal who works with him loves him. I could give him 6 stars if that were an option. Keep up the good work, as we are going to need more help in the future.
They came up with creative solutions to problems we experienced and helped guide our team, who were mostly new to Marketing Cloud. As we got closer to the deadline, the team went above and beyond to make sure we were successful.
Overall, we had an excellent experience. Their senior solutions lead's technical knowledge and management of the project was the key factor that led to a successful engagement.
While we were still maturing in Salesforce ecosystem, Digital Mass helped us manage within budget and helped us design solutions which exceeded our expectations.
Digital Mass was a game-changer for my Salesforce CRM team when we faced some tight deadlines that felt almost impossible. They are willing to just target your company's immediate need with augmented staff. I highly recommend Digital Mass for their targeted, effective solutions.
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Financial Services Cloud Implementation for a National Bank
One of the country's largest national banks had outgrown its Sales Cloud org. Digital Mass recommended and led a full migration to Financial Services Cloud, modernizing the relationship model, reducing code bloat, and integrating MuleSoft for the data management work.
