Salesforce Financial Services Cloud & Agentforce
The CRM built for financial services. The AI that works inside it.
i-Convergence’s Salesforce FSC consultants design, build, configure and enhance Financial Services Cloud estates—aligning data, regulated workflows and client servicing, with Agentforce applied where it can deliver controlled, measurable value.
Why Financial Services Cloud
Your CRM should understand financial services. Most do not.
Generic CRM platforms are designed around sales pipelines. Financial-services organisations need a richer view: households and relationships, financial accounts, products, goals, life events, servicing activity and the evidence behind regulated decisions.
Salesforce Financial Services Cloud provides a financial-services data model and platform foundation. We configure that capability around the way your organisation actually operates—so technology supports advisers, operations, compliance teams and clients rather than creating another layer of work.
Our FSC capability
Build new capability—or get more from the estate you already have.
Support across strategy, implementation, remediation and continuous improvement.
01
New FSC implementation
Discovery, target architecture, configuration, phased delivery, testing and controlled go-live.
02
Existing-estate enhancement
Assess technical debt, adoption gaps and underused capability, then prioritise practical improvements.
03
Data model and migration
Map, cleanse and transform legacy data into a dependable FSC foundation.
04
Workflow and servicing
Design usable processes for onboarding, reviews, cases, documents, approvals and client communications.
05
Integration and control
Connect FSC with administration, policy, investment, document and reconciliation platforms.
06
Adoption and optimisation
Embed capability through role-led design, knowledge transfer, reporting and ongoing enhancement.
Agentforce
AI that can act—within the boundaries you define.
Agentforce creates the opportunity to move from passive insight to controlled action. The right starting point is not “where can we add AI?” but “which high-volume, evidence-led processes can be improved safely?”
We identify viable use cases, prepare the underlying data and workflow, define human oversight and escalation, and validate agent behaviour before wider adoption.
Practical use cases
Where Agentforce can change the work.
Examples are selected and governed according to each organisation’s data, risk appetite and compliance requirements.
01
Client onboarding
Coordinate data collection, document requests, checks, record creation and exception escalation.
02
Review preparation
Assemble relationship context, open actions, key changes and a structured pre-meeting brief.
03
Compliance monitoring
Identify missing evidence, overdue activity and record-quality gaps for controlled follow-up.
04
Service support
Respond to routine requests and route complex cases with context already assembled.
05
Next-best action
Surface relevant relationship, portfolio or life-event signals for human review.
06
Data stewardship
Detect incomplete or inconsistent records and initiate governed enrichment workflows.
Our engagement model
From first assessment to embedded capability.
We apply the same operational rigour used in our reconciliation and data work: understand the real position before making configuration decisions.
Sector understanding
The same platform, configured for very different operating realities.
We shape FSC and Agentforce around the relationships, regulation and servicing model of your sector.
01
Wealth management
Household relationships, review preparation, goals, life events and adviser servicing.
02
Pensions
Trustee, employer, member and beneficiary relationships connected to dependable scheme data.
03
Insurance
Policyholder relationships, cases, documents, renewals and controlled service workflows.
04
Mortgage and lending
Application journeys, document collection, broker relationships and ongoing servicing.
05
Operations teams
Case ownership, queues, controls, service levels and management information.
06
Compliance teams
Evidence, consent, suitability, exceptions and transparent human oversight.
Ready to improve your FSC estate?
Whether you are evaluating FSC, replacing a legacy CRM or exploring Agentforce in an existing Salesforce organisation, start with the operation and the outcomes you need.