Salesforce Financial Services Cloud (FSC) Consultant
Our Services
Cloud on Purpose is an accredited implementation partner and consultant for Salesforce Financial Services Cloud (FSC). We work with firms across this industry to help them maximize their technology investment.
By Sector
For Wealth Management
We’ve implemented FSC for registered investment advisors (RIAs).
Use cases we’ve solved for include:
Integration with Portfolio Management Platform such as Addepar, BlackDiamond, Orion & Tamarac, syncing key financial & securities data
Defining relationships between people such as families, CPAs, and lawyers
Data Migration from prior systems such as Redtail, Wealthbox & Tamarac CRM
Event & Task Management for client relationships and milestones
Opportunity Management and held-away account tracking
Client onboarding and streamlined account creation with custodians
Know-your-customer (KYC) digital form
Email Compliance with Barracuda, Smarsh and Mimecast
For MGAs, MGUs, & Broker-Dealers
We help MGAs, MGUs, Broker-Dealers, IMOs, and other financial distributors in the life insurance, annuities, & LTC space scale their business with Salesforce.
Use cases we’ve solved for include:
Producer recruitment and NPN lookup
Carrier appointments & hierarchy tracking
Policy submission and NGO workflows
Custom commissions calculations based on producer splits, product sold and carrier-appointment level
Product and Product Schedule tracking for fixed-index, variable, MYGAs & SPIAs
For Insurance Agencies (P&C and Benefits)
We help benefits and insurance brokerages implement and customize Salesforce FSC & Applied Epic for Salesforce* to fit their needs.
Use cases we’ve solved for include:
Integrated Benefit Plan Modeling to ensure the plan design meet the group’s needs
Commission calculations based on product and commission schedules
Automated renewals processes such as census uploads & quote generation
Support for small & large group, and individual benefits enrollment
Policy servicing and reporting to demonstrate value provided as broker of record (BOR)
834 enrollment file generation and custom API integration with carriers
*We’ve implemented both Applied Epic for Salesforce as a standalone system, but also in combination with FSC. We’ve also implemented FSC as a standalone. We’ll help you assess the best setup for your brokerage.
About Us
Paul Fischer, President @ Cloud on Purpose
p: (571) 310-0992
Our team consists of tenured, certified Salesforce Consultants. We believe that “how matters”, and operate with a mandate to treat people well and deliver exceptional solutions that deliver results for our clients.
We design and deliver intentional, high performing Salesforce solutions according to the Well-Architected framework.
Cloud on Purpose is a Salesforce FSC Consultant and ShellBlack and Zennify alternative/competitor.
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