Financial Services Cloud · Client 360 · Wealth Management
Personalized Banking & Wealth Client 360 with Salesforce Financial Services Cloud
Hyperlink InfoSystem configured Salesforce Financial Services Cloud to connect client relationships, household structures, financial goals, advisory activities, service cases, and governed banking data for personalized financial engagement.
Client & Household 360Advisor CollaborationFinancial Goal TrackingGoverned Service Workflows
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Salesforce
Personalized Banking & Wealth Client 360
Unified
Client & Household 360
✓ Enabled
Connected
Advisor Collaboration
✓ Enabled
Automated
Financial Goal Tracking
✓ Enabled
Governed
Governed Service Workflows
✓ Enabled
Project Overview
Personalized Banking & Wealth Client 360
Hyperlink InfoSystem configured Salesforce Financial Services Cloud to connect client relationships, household structures, financial goals, advisory activities, service cases, and governed banking data for personalized financial engagement.
Industry
Banking & Wealth Management
Platform
Salesforce Financial Services Cloud
Client & Household 360
Client & Household 360 connects the relevant information, users, and workflows within a governed Salesforce experience.
Advisor Collaboration
Advisor Collaboration connects the relevant information, users, and workflows within a governed Salesforce experience.
Financial Goal Tracking
Financial Goal Tracking connects the relevant information, users, and workflows within a governed Salesforce experience.
Governed Service Workflows
Governed Service Workflows connects the relevant information, users, and workflows within a governed Salesforce experience.
Business Challenges
Overcoming Fragmented Data and Operational Workflows
Hyperlink InfoSystem configured Salesforce Financial Services Cloud to connect client relationships, household structures, financial goals, advisory activities, service cases, and governed banking data for personalized financial engagement.
01
Siloed Client Relationships
Addressing siloed client relationships requires coordinated data access, consistent processes, and clear ownership across teams.
02
Limited Household Context
Addressing limited household context requires coordinated data access, consistent processes, and clear ownership across teams.
03
Manual Advisor Handoffs
Addressing manual advisor handoffs requires coordinated data access, consistent processes, and clear ownership across teams.
04
Fragmented Financial Goals
Addressing fragmented financial goals requires coordinated data access, consistent processes, and clear ownership across teams.
05
Service Delays
Addressing service delays requires coordinated data access, consistent processes, and clear ownership across teams.
06
Regulatory Data Controls
Addressing regulatory data controls requires coordinated data access, consistent processes, and clear ownership across teams.
Core Requirements Identified
- Establish client & household profiles with appropriate integration, access, and governance controls
- Establish financial account integration with appropriate integration, access, and governance controls
- Establish relationship mapping with appropriate integration, access, and governance controls
- Establish goals & life events with appropriate integration, access, and governance controls
- Establish advisor workspaces with appropriate integration, access, and governance controls
- Establish service case automation with appropriate integration, access, and governance controls
Solution Architecture
Salesforce Financial Services Cloud Solution
Connect · Unify · Automate · ImproveHyperlink InfoSystem configured Salesforce Financial Services Cloud to connect client relationships, household structures, financial goals, advisory activities, service cases, and governed banking data for personalized financial engagement.
Core Capabilities
Client & Household 360
Advisor Collaboration
Financial Goal Tracking
Governed Service Workflows
Architecture
Core Platform Components
Client & Household Profiles
Client & Household Profiles supports integrated, permission-aware information flows and consistent execution within the Salesforce Financial Services Cloud architecture.
Financial Account Integration
Financial Account Integration supports integrated, permission-aware information flows and consistent execution within the Salesforce Financial Services Cloud architecture.
Relationship Mapping
Relationship Mapping supports integrated, permission-aware information flows and consistent execution within the Salesforce Financial Services Cloud architecture.
Goals & Life Events
Goals & Life Events supports integrated, permission-aware information flows and consistent execution within the Salesforce Financial Services Cloud architecture.
Advisor Workspaces
Advisor Workspaces supports integrated, permission-aware information flows and consistent execution within the Salesforce Financial Services Cloud architecture.
Service Case Automation
Service Case Automation supports integrated, permission-aware information flows and consistent execution within the Salesforce Financial Services Cloud architecture.
Consent & Compliance Controls
Consent & Compliance Controls supports integrated, permission-aware information flows and consistent execution within the Salesforce Financial Services Cloud architecture.
Client Insights
Client Insights supports integrated, permission-aware information flows and consistent execution within the Salesforce Financial Services Cloud architecture.
Implementation Strategy
Five Phases of Salesforce Transformation
The rollout established business requirements, data foundations, integrated workflows, validation, and ongoing adoption.
1
Financial Journey Discovery
- Confirm stakeholders, requirements, and system dependencies
- Configure relevant Salesforce capabilities and connected workflows
- Validate security, data quality, usability, and operational readiness
2
Client Data & Relationship Model
- Confirm stakeholders, requirements, and system dependencies
- Configure relevant Salesforce capabilities and connected workflows
- Validate security, data quality, usability, and operational readiness
3
Advisor Workflow Configuration
- Confirm stakeholders, requirements, and system dependencies
- Configure relevant Salesforce capabilities and connected workflows
- Validate security, data quality, usability, and operational readiness
4
Integration & Compliance Validation
- Confirm stakeholders, requirements, and system dependencies
- Configure relevant Salesforce capabilities and connected workflows
- Validate security, data quality, usability, and operational readiness
5
Engagement Optimization
- Confirm stakeholders, requirements, and system dependencies
- Configure relevant Salesforce capabilities and connected workflows
- Validate security, data quality, usability, and operational readiness
Transformation
Before vs. After
The solution replaces fragmented experiences with integrated Salesforce workflows and governed data visibility.
Before
Siloed Client Relationships limits cross-team visibility and consistent execution
Limited Household Context limits cross-team visibility and consistent execution
Manual Advisor Handoffs limits cross-team visibility and consistent execution
Fragmented Financial Goals limits cross-team visibility and consistent execution
Service Delays limits cross-team visibility and consistent execution
After
More complete client and household relationship context
Better advisor collaboration and service continuity
Personalized conversations informed by financial goals
Reduced manual coordination across client workflows
Stronger access controls and auditability for sensitive information
Business Impact
Business and Operational Outcomes
More complete client and household relationship context
Better advisor collaboration and service continuity
Personalized conversations informed by financial goals
Reduced manual coordination across client workflows
Stronger access controls and auditability for sensitive information
Hyperlink InfoSystem configured Salesforce Financial Services Cloud to connect client relationships, household structures, financial goals, advisory activities, service cases, and governed banking data for personalized financial engagement.
Salesforce Financial Services Cloud
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Talk to Our Salesforce Experts Client & Household 360 Advisor Collaboration Financial Goal Tracking Governed Service Workflows
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