Salesforce Gives You The Foundation, We Make it Hyper Relevant
We implement Financial Services Cloud across banking, wealth, asset management, capital markets, and insurance, connecting teams and data in one purpose-built platform.
Financial Services Cloud: The Best of Salesforce for Financial Institutions
Salesforce Financial Services Cloud is a purpose-built CRM for banks, wealth managers, insurers, and capital markets firms, with pre-configured data models, workflows, and tools for managing accounts, policies, holdings, and complex relationships.
It includes native support for accounts, policies, holdings, households, and complex relationships, along with tools like the Actionable Relationship Center and integrations with Data 360, Einstein, and Agentforce for AI-driven insights and automation.
FSC can be activated within an existing Salesforce environment, allowing firms to extend their current setup without starting over.
We help bridge the gap between out-of-the-box functionality and real-world requirements by configuring data models, integrating with core systems, and deploying solutions tailored to your business.
“When my partners and I were looking for a central source of truth, Salesforce Financial Services Cloud stood out as a clear leader and Plative helped us bring it to life.”
— Managing Partner, Veritas Financial
Financial Institutions That Trust Plative
Financial Services Cloud, Built for How You Operate
Designed for the workflows, relationships, and complexity unique to financial services.
HOLISTIC WEALTH MANAGEMENT
Wealth Management
Unify client households, financial goals, and portfolio data with AI-driven insights and real-time alerts for proactive advising.
STREAMLINE POLICY LIFECYCLES
Insurance
Manage policies, claims, and renewals with integrated systems and AI-driven service and sales workflows.
POWER DEALMAKING
Capital Markets & Private Equity
Manage deal pipelines, investor relationships, and portfolio operations in one platform built for complex financial ecosystems.
MODERNIZE BANKING EXPERIENCES
Retail & Commercial Banking
Deliver digital onboarding, lending, and service experiences with integrated systems and built-in compliance.
SCALE FUND DISTRIBUTION
Institutional Asset Management
Empower distribution teams with real-time fund data, AI insights, and unified management of institutional and private client relationships.
AI Agents Built for Financial Institutions
Agentforce for Financial Services provides pre-built AI agents grounded in industry data and contextualized for banking, wealth management, and insurance. These agents go beyond chatbots: they autonomously retrieve data, create action plans, execute tasks, and escalate to humans when needed.
AUTOMATE EVERYDAY SERVICE
Banking Service Assistance
Handle account inquiries, disputes, and payments autonomously to reduce call volume.
ELEVATE ADVISOR PRODUCTIVITY
Wealth Advisory Support
Generate pre-meeting briefs and automatically log notes and next steps into Financial Services Cloud.
STREAMLINE POLICYHOLDER SUPPORT
Insurance Service
Answer coverage questions, manage claims inquiries, and surface renewal opportunities.
EMBED AI INTO WORKFLOWS
Our AI Solutions for Financial Services
Automate call transcription, meeting prep, and CRM updates across financial services.
Financial Services Cloud in Action
Go Live in 60 Days with Plative Launch
For firms implementing FSC for the first time, we offer accelerated Launch packages for the two most common entry points.
“Plative was instrumental in creating an efficient client database that met the needs specific to our firm.”
— Sweetwater Private Equity
Ready to give your firm a true industry CRM?
Whether you’re an RIA modernizing client management, an insurance brokerage integrating Applied Epic with Salesforce, a PE firm building deal pipeline and LP management, or a bank digitizing onboarding and lending, Plative brings the Financial Services Cloud expertise, industry knowledge, and cross-platform capability to get your firm operating on the CRM purpose-built for financial institutions.
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