One customer has a checking account, a mortgage, and a car policy with you. That’s three teams in three systems. At an accounting firm, one client’s tax, audit, and advisory work can sit with three partners who rarely talk. We set up Salesforce so your team sees the whole story on one record. Each person still sees only what their role allows.
Logos of Texas Instruments, American Express, Fiserv, Autodesk, Target, Honeywell, Dell and Delta Air Lines have worked with Stack Intelligence on Salesforce.
Banks, insurers, and professional services firms deal with a lot of the same trouble. Someone needs the full picture of a client, and it’s split across four systems. These are the problems people bring to us most.
Accounts sit in core banking. Policies sit in the policy admin system. At a law or accounting firm, matters and billing sit in practice management software. No one sees all of it, so every team keeps its own spreadsheet.
A small business wants a loan, or a new client needs an engagement letter signed. The forms go back and forth by email, and documents get lost. By the time you’re ready to start, the client has already talked to a competitor.
Someone files a claim, then hears nothing for a week. Their adjuster is busy hunting for photos in one screen and policy details in another. They call to ask what’s happening. Nobody has a quick answer, and another day goes by.
Say your consulting firm closes a new engagement. The deal gets marked won in the CRM. Staffing lives in one tool, timesheets in another, and invoices in a third. Partners can’t tell which projects are running over budget until the invoice goes out.
The last conversation is buried in an inbox. A life event or a new business need the client mentioned never got logged. Nobody knows about it until the client brings it up again, mid-meeting.
Then an examiner wants to know who signed off on a change, and on what date. The answer is in a shared drive, maybe. At a law firm, someone on one matter can still open files from a conflicting one.
Each problem above has a fix below. For a bank, wealth firm, or insurer, the starting point is normally Salesforce Financial Services Cloud. An accounting, law, or consulting firm tends to begin with Sales Cloud instead. Then we hook Salesforce into whatever systems you’re using now.
We connect Salesforce to your core banking, policy admin, or practice management software. Some systems plug in through Salesforce’s APIs, and others through MuleSoft. Either way, your team finds the balance, policy, or open matter right on the client record. Want a wider view? Data 360 rolls it all into one profile.
We build portals on Experience Cloud. Clients open an account, sign an engagement letter, or upload documents online. Insurance agents look up their own quotes and commissions. Your team stops chasing paperwork by email.
Salesforce for banking solutions come built into Financial Services Cloud. You can pull up a family or a small business and see every account they hold with you. Loan applications move online through digital lending. Salesforce for insurance companies runs on the same product. An adjuster opens a claim and sees the policy, past claims, and every call in one spot.
A won deal in Sales Cloud can turn straight into a project. We connect it to a Salesforce-native PSA app such as Certinia for staffing, timesheets, and billing. Partners see pipeline, hours, and budget for each client on one screen.
Salesforce has agents ready for banking, wealth, and insurance work. Here’s one example. An advisor has a client review at 10 a.m. By 9:45, the agent has pulled the notes from their last meeting and anything new on the account. Professional services firms can use agents the same way before a client call. We start with one or two your data can support today.
Process Compliance Navigator puts reviews and sign-offs inside the screens your staff already use. Compliant Data Sharing, roles, and permission sets decide who can open which client. A law firm can use the same settings to keep conflicting matters apart. Every edit is logged, so an examiner’s question takes a few clicks to answer.
Maybe it’s loan applications. Maybe it’s claims, or getting a new client signed. Pick the one that costs you the most and give us 25 minutes. We’ll sketch how Salesforce would run it with the systems you already have.
Pick a cloud and see what we built, for whom, and what changed after go-live.
Industry: Mobility & Accessibility
The problem
Demand was outgrowing spreadsheet-and-email ordering, and each new region took months to open.
What we did
Built a B2B Commerce storefront with Salesforce Order Management and automated ordering end to end.
Result
Live in 8 weeks. New regions now open in 1–2 weeks, down from 4–6 months.
Industry: Physical Security & Surveillance
The problem
A growing partner network meant more small accessory orders landing on the sales team’s desk.
What we did
Launched a self-service storefront on Experience Cloud and B2B Commerce, with MuleSoft syncing orders to QuickBooks.
Result
Customers and partners now order on their own, and the channel scales without extra headcount.
Clients rate Stack Intelligence 5/5 on Salesforce AppExchange, and these four quotes came in after their projects wrapped.
Showing testimonial 1 of 4: Vince Tan, Director of IT, Ascensus Specialties
We run every project in seven steps. Step one is choosing one real client journey to follow. That might be a loan, a claim, or a new engagement. Your team signs off at the end of each step, and we don’t move on until they do.
We pick a journey, such as a new account, a first claim, or a signed engagement. Then we sit with each team that touches it.
Already on Salesforce? Then we dig into your org and its sharing rules. We also check each system it’s plugged into.
Households, accounts, policies, matters, and projects each get a place. We agree on who can see what before any build starts.
Everything gets built in a sandbox first. We try what Salesforce already offers before we write any custom code. You get a demo at the end of each sprint.
We switch on the core banking, policy, or practice management links in a test environment. While that runs, we clean up your client data and do a trial load.
Our team walks a loan application, a claim, or a new engagement through every stage. After that, your own bankers, agents, advisors, or partners take it for a spin during user acceptance testing.
Client-facing staff go through training first. Admins come after. We stay through hypercare and keep supporting you after that.
The first few weeks go to learning how your business runs. Who owns the client? How does a claim or a new engagement get approved? Who can sign off on an exception? Those answers decide what we build.
Hire Salesforce ConsultantsThe data model follows your clients, households, policies, and engagements. Building only starts after your team has looked at the design and said yes.
We’ve worked with Financial Services Cloud across banking, wealth, and insurance. For firms that bill by the hour or by the project, we set up Sales Cloud. Early on, we’ll point out what the standard features can cover. We’ll also flag the spots that need custom work.
We plan sharing rules and permissions before the build. Your compliance or risk team gets to review them early. They’ve signed off on access weeks before launch, so there are no surprises on the day.
Your core banking, policy, or practice management system gets linked to Salesforce. During that work, we also clear out duplicates and old records. Agentforce needs that to give useful answers later.
Architects, developers, admins, and analysts all come from our own team. And the people holding those certifications are the same ones doing your work.
Regulations change and new services launch. Our Salesforce managed services keep your org up to date.
Salesforce for financial services refers to the Salesforce products that banks, credit unions, wealth firms, and insurers use to manage their customers. The core product is Financial Services Cloud. It already understands things like households, financial accounts, and policies. Nobody on your team has to build those first. Most firms connect their core systems first. Portals or AI tend to follow once that works.
Salesforce Financial Services Cloud is a CRM from Salesforce that’s designed around banking, wealth management, and insurance. Some people say Salesforce financial cloud instead. Others just call it FSC. Open a customer and you see their details, who they’re related to, their accounts, and their policies on the same screen.
Yes, it’s the same product. Salesforce renamed it Agentforce Financial Services in late 2025. About a year later, in 2026, the original name came back. So depending on which doc or screen you’re looking at, you might see either one.
Salesforce for professional services means using Salesforce to run client work at an accounting, law, consulting, or advisory firm. Prospects and proposals go into Sales Cloud. Clients log in to an Experience Cloud portal to grab documents and see updates. A lot of firms also add a PSA app that runs inside Salesforce. That’s where staffing, time, and billing get handled.
Yes. With Salesforce for accounting firms, a client’s tax, audit, and advisory work all sit on one record. A law firm might use it to take in new clients, run conflict checks, and send updates. At a consulting firm, a won deal turns into a staffed project, and nobody types the details in twice.
PSA stands for professional services automation. It’s the app a firm uses to manage projects, assign people, log time, and send bills. Certinia is one PSA that’s built on Salesforce itself. Because of that, the sale, the project, and the invoice all tie back to one client record.
In the insurance industry, carriers mostly use Salesforce to keep tabs on policyholders. A new policy goes in. So does each claim and service request. Agents and brokers have a portal of their own for checking quotes and commissions. Some carriers also run policy admin and claims on Financial Services Cloud.
Take an adjuster working a new claim. They see the policy, the past claims, and the recent calls without searching. A customer might call about a bill instead. The rep answers it without opening another system. Managers can see which agents bring in the most business. That’s what Salesforce for insurance companies looks like day to day.
Salesforce for banking solutions take care of retail banking, commercial banking, and lending. Financial Services Cloud is where you keep each customer’s record and see who they’re connected to. Loan applications can be handled online with digital lending. Your contact center can run on Service Cloud, and customer portals can be built on Experience Cloud.
Yes. There are two common routes. Salesforce offers APIs, and MuleSoft has ready connectors for a lot of core banking, policy, and practice management platforms. We choose based on your current systems. Once it’s set up, balances, policies, and open matters all appear on the client’s page.
Many banks and insurers run on it. Besides the usual roles and permission sets, Financial Services Cloud gives you Compliant Data Sharing. Law and accounting firms use the same sharing tools to keep confidential matters apart. Even so, a lot comes down to how the org is configured. That’s why we work out access with your compliance team before we build anything.
Agentforce for Financial Services is Salesforce’s set of ready-made AI agents for banking, wealth, and insurance. One agent preps an advisor before a client meeting. Another answers simple questions, like a balance or a claim status. The agent can’t see anything the person using it isn’t allowed to see.
There are two parts: licenses and implementation. You can find license prices for Financial Services Cloud and Sales Cloud on Salesforce’s website. What you spend on implementation comes down to the project. For example, linking two systems is cheaper than linking six. We give you a number after discovery.
It depends on where you start. A single wealth team or a small consulting firm on a new org can go live in a few months. A bank or carrier rolling out across several business lines, with core integrations and a big data move, will need more time. You get a real timeline after discovery.
Tell us where your client data lives today. Maybe it’s core banking, a policy system, practice management software, and a few spreadsheets. We’ll show you how Salesforce would bring it together, with the right access rules from the first day.
