See how CodM Software improves advisor productivity and client lifecycle management with Salesforce Financial Services Cloud.
The firm needed an FSC setup that gave advisors clearer client context, automated tasks and secure access to sensitive financial information.
Configured FSC client profiles.
Built advisor task automation.
Designed secure role-based access.
Created lifecycle dashboards.
Centralized household and relationship data.
Added follow-up workflows.
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
“The FSC optimization made advisor workflows easier, more secure and more productive.”
Client StakeholderWealth Advisory FirmSalesforce Financial Services Cloud is a Salesforce CRM solution designed for financial-service teams that need secure client views, advisor productivity tools, relationship tracking and compliant workflows.
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
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