Salesforce Financial Services Cloud Implementation Partner
ABOUT
What We Do
Levarus designs and implements Financial Services Cloud end-to-end — household modeling, action plans, compliance workflows, and advisor dashboards — so client relationships run on trusted data, not spreadsheets and guesswork.
WHY LEVARUS
A Finance Cloud implementation partner that ships relationships, not licenses
Most Finance Cloud rollouts stall on messy household data, unclear relationship hierarchies, or workflows that never quite match how advisors work. As a Salesforce Summit Partner, Levarus implements Finance Cloud the way it's meant to run — connected to your systems, built on governed data, owned by your relationship teams from day one
How We Implement
We map your actual client lifecycle — onboarding, reviews, referrals, renewals — into Financial Services Cloud's relationship model, with Action Plans handling servicing tasks behind the scenes.
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Household and relationship-group views by default
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Action Plans for onboarding & periodic reviews
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Goal-based financial planning and milestone tracking
Household & relationship modeling built for advisors
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We design your client data model and relationship hierarchies so Finance Cloud and core banking systems share one version of truth — eliminating duplicate records and stale balances.
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Person Account & household data modeling
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Relationship Map and influence configuration
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Core banking/wealth platform sync rules
Client data models designed for accuracy, not duplication
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Generic service models don't build trust. We configure compliant interaction summaries, KYC/AML review steps, and advisor-ready dashboards so every client touchpoint reflects real account context.
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Compliant interaction summaries & call notes
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KYC/AML workflow automation by role
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Advisor and relationship manager dashboards
Compliance workflows that build real trust
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We don't just go live — we continuously refine. From tracking adoption to analyzing engagement, we ensure your Finance Cloud setup evolves with real performance insights.
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Adoption and usage dashboards by team
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Goal progress and engagement tracking
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Service-level governance alignment
Governance & performance that drive measurable growth
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FaQ
A focused implementation covering household setup, Action Plans, and core dashboards typically runs 8–14 weeks. Scope expands with multi-entity relationship modeling, core banking integration, and regulatory/compliance configuration.
Yes. We handle client data migration, household and relationship re-architecture, Action Plan rebuilds, and advisor re-training when moving from legacy CRM or wealth management platforms into Financial Services Cloud.
Yes. As a Salesforce Summit Partner with banking and financial services delivery experience, we implement Financial Services Cloud integrations with core banking platforms such as Oracle FLEXCUBE, syncing account, balance, and transaction data into the relationship model.
Yes. Post-launch, we offer managed services covering Action Plan optimization, relationship data hygiene, new advisor onboarding, and Finance Cloud admin support on a retainer basis.
Pricing depends on scope — number of households, relationship complexity, and depth of core banking integration. Most engagements run on a fixed-scope or time-and-materials basis, billed per resource-day, with Financial Services Cloud license tiers handled directly through Salesforce.
Yes. As a Salesforce Summit (Platinum) Partner, Levarus brings certified consultants with hands-on experience across Financial Services Cloud data models, Action Plans, and compliance configuration for banking, wealth, and insurance clients.
It depends on your business line. Retail banking favors household and product-holding views, wealth management needs deeper goal and relationship-mapping configuration, and insurance needs policy and claims-aligned data models. Levarus runs a short architecture assessment to recommend the right configuration for your business.
Yes. Levarus implements Experience Cloud client portals on top of Financial Services Cloud, with SSO and role-based visibility, so clients can view goals, accounts, and documents in a branded, in-app experience rather than a generic Salesforce login.
Security is built in from day one — role-based sharing, relationship-level visibility rules, and KYC/AML workflow automation ensure each user sees only permitted client data. We layer this with audit logging and compliance checklists to meet banking regulatory requirements.
Yes. Levarus combines Financial Services Cloud's AI capabilities — Einstein relationship insights, Agentforce-powered advisor assistance, and predictive next-best-action — with our core banking domain expertise to deliver AI-enabled relationship management for banks and central banks, including churn prediction, proactive financial-goal alerts, and AI-assisted compliance review tied to live core banking data.
Ready to Transform?
Connect Levarus Today!!