Salesforce Financial Cloud implementation services
Enhance your customer management with MagicFuse's expert Salesforce Financial Cloud integration and customization services, tailored for your financial services.
What services do we offer for Salesforce Financial Cloud
Salesforce Financial Cloud customization
Adapt Salesforce Financial Cloud to match your unique financial ecosystem, ensuring tools and processes are perfectly aligned with your business objectives.
Data integration and compliance solutions
Integrate compliant data sharing mechanisms within your CRM solutions, safeguarding client data, while still unlocking the value of CRM analytics.
Custom Financial Services Cloud solutions
Design and build tailored financial services solutions to manage complex processes and multiple systems efficiently for retail banking and wealth management institutions.
End-to-end Salesforce Implementation services
From consultation through to deployment, provide comprehensive Salesforce implementation services for a seamless financial services cloud launch.
Salesforce Financial Cloud implementation by MagicFuse
MagicFuse optimizes Salesforce Financial Cloud implementation, streamlining retail banking and wealth management with compliant data sharing and robust CRM analytics for a transformative financial services industry solution.
When your business needs Salesforce Financial Cloud implementation services
Complex financial data management
Struggles with consolidating and utilizing diverse financial data across systems.
Regulatory compliance pressure
The constant challenge of adhering to evolving financial regulations and compliance standards.
Customer financial experience deficits
Inadequacies in providing a personalized and engaging financial journey for clients.
Inefficient financial operations
Operational bottlenecks that hinder swift and accurate financial processing and decision-making.
Integration with legacy systems
The ongoing difficulty of integrating new financial cloud solutions with existing legacy platforms.
Need professional Salesforce consultation?
Transform your operations with Salesforce Financial Services Cloud implementation
Contact MagicFuse today to get started!
How MagicFuse resolves common Salesforce Financial Cloud challenges
Data integration excellence
MagicFuse enhances Salesforce Financial Cloud, streamlining financial account data across retail banking and wealth management.
Compliance efficiency
Salesforce Financial Services Cloud with MagicFuse simplifies compliance, ensuring financial institutions meet regulatory demands.
Client experience upgrade
Service Cloud features in MagicFuse personalize client interactions in the banking sector.
Operational streamlining
MagicFuse optimizes financial services tasks with Salesforce's efficient CRM analytics.
Legacy system harmony
MagicFuse's cloud solution seamlessly fits into commercial banking legacy systems, promoting total financial account cohesion.
Need professional Salesforce consultation?
Case Studies
Elements.cloud
Challenge:
Elements.cloud faced the task of constructing a secure and scalable Salesforce managed package and deploying it to the AppExchange.
Solution:
Our team built a faultless AppExchange package that passed security reviews, enabling seamless integration between Salesforce and Elements. This achievement was driven by our deep understanding of Salesforce, streamlined data processing, optimized queries, and detailed monitoring with AWS CloudWat.
Atamis
Challenge:
The project posed a technical challenge due to its complex logic and compatibility requirements with both the Classic and Lightning interfaces. However, we swiftly delved into the details and completed the initial scope of urgent changes ahead of the client's estimated timeframe.
Solution:
We introduced a dedicated Salesforce developer to optimize and fix bugs in the existing codebase, gradually expanding to develop new features, integrate with third-party systems, and conduct research. Our technical expertise, systematic approach, and strong project management practices enabled the growth of the Atamis product.
Data Privacy Manager for Elements.Cloud
Challenge:
The implementation of the GDPR policy by the EU posed a significant challenge for Salesforce marketers, particularly in ensuring data consistency.
Solution:
The MagicFuse team designed and released a comprehensive app on AppExchange, enabling company-wide compliance with privacy regulations and GDPR. This app included features such as permission tracking, Data Protection request processing, marketing integrations, data expiration management, Customer360 consent view, and preference center setup.
Limio
Challenge:
Create managed package enabling seamless B2B and B2C commerce management within Salesforce Service or Sales Cloud for customer service agents.
Solution:
Limio for Salesforce went through various iterations, resulting in a highly scalable and customizable version using Salesforce Flows, Apex, and LWCs. Integrated with Limio Commerce and third-party payment systems, Limio provides agents secure visibility into customer history, tracks subscription changes, and offers flexible payment processing. Custom Objects enable customers to customize components to their preferences.
ID-Pal
Challenge:
The client requested two things: integrating their real-time verification solution into Salesforce for universal customer usage and extending standard objects' functionality with dynamic custom objects for increased flexibility.
Solution:
We tackled the challenge of bidirectional custom authorization between Salesforce and ID-Pal, ensuring high-security data retrieval and presentation within Salesforce. Our managed package facilitates user-friendly review and updates of personal data in both directions, while also supporting dynamic interactions between main and custom objects through backend and LWC components.
Client testimonials
Hear from our satisfied clients who have experienced transformative results with MagicFuse.
Adrian King
Co-founder & CTO at Elements.cloud
Pia Oenning
Senior Operations Manager at Salesfive Consultingo
Ian Gotts
Founder & CEO at Elements.cloud
Mike McIntyre
Founding Partner at Xenogenix
Moataz Gouda
Head of Product at Movinga
Michael Dalton
Principal Salesforce Consultant at Xenogenix
Amaury de Closset
Co-Founder and CEO at Limio
Fabio L. Massetta
VP of Sales & Marketing Ascent Solutions
Mo Salam
Co-founder at Purlos
Rob Sheehan
Head of Product at ID-PAL
Joe Beech
Lead Salesforce Developer at Atamis
Scott Reynolds
Sales Technology Product Leader
Brian Waterson
Senior Director, Operations
5.0
They have a very good balance of understanding our goals, knowing when to take pragmatic decisions.
London, UK
5.0
Super and competent partner who built a custom solution for a resource planning tool for us. The project is still running and the tool is still being developed. Good communication with MagicFuse, very short response time and fast help.
Munich, Germany
5.0
I cannot express how impressed we are by the commitment and dedication of your team. The recent set backs are frustrating but we will work through them. The comments and enthusiasm from early users is really, really encouraging...
London, UK
5.0
Great service and motivated Salesforce team. I have been working with a developer from MagicFuse for a year, I must say that the quality is amazing and they are very professional and fun people to know! Highly recommend their services.
Berlin, Germany
5.0
I have worked with MagicFuse on a number of complex projects and they are always professional and helpful. I would have no issue recommending these guys to anyone. Thanks for the good work
London, UK
5.0
Salesforce developers who can be trusted to code to a high standard with an adequate level of supervision. We are happy with the outcome they have delivered.
London, UK
5.0
Continuing our collaboration has been a natural choice, driven by the successful outcomes we’ve achieved together. Looking ahead, we’re excited about the prospect of further enhancing our Salesforce native applications in tandem with MagicFuse.
New York, USA
5.0
MagicFuse completed the project on time and rectified issues quickly. They produced high-quality work despite the complex tasks. Virtual meetings and emails ensured seamless project management.
Hoxton, England
5.0
MagicFuse have been instrumental in helping us establish our Salesforce offering and bring our best in class identity verification solutions to the App Exchange.
Dublin, Ireland
5.0
We have been working with MagicFuse for more than 12 months, involving them to support our development projects. We have found them to be diligent, hard-working, and very effective...
Cardiff, UK
5.0
The MagicFuse team did a brilliant job, and when I get another project, I'd be delighted to work with them again if they are available. I had a call with the client's CEO, and he was delighted with all of the work
Leamington
Spa, UK
5.0
Collaborating with MagicFuse has allowed me to rapidly develop and deploy Salesforce functionality, giving our business the tools they need to be successful...
Boston, MA, USA
Businesses that benefit from Salesforce Financial Cloud
Retail banks
Wealth management firms
Commercial banking institutions
Manufacturing Industry
Insurance companies
Financial service advisory firms
Why choose MagicFuse for Salesforce Financial Cloud implementation
Deep industry knowledge
Our team has profound insights into financial accounts, banking, wealth management, and insurance, enabling us to deliver solutions that truly resonate with industry needs.
001
Custom solutions
We specialize in crafting Salesforce Financial Cloud experiences that are not just powerful but also deeply personalized for your business and your clients.
002
Secure data handling
Data security and compliance are central to our implementations, ensuring your financial service cloud makes client data protection its cornerstone.
003
Cross-platform integration
With MagicFuse, enjoy the freedom of integrating your financial services cloud with other realms within Salesforce, like Sales Cloud and Service Cloud, for a complete CRM solution.
004
FAQs
How does MagicFuse ensure compliant data sharing within Salesforce Financial Cloud?
We establish strict compliance protocols and leverage Salesforce’s security features to ensure that data sharing remains compliant with industry standards and company policies.
Can MagicFuse make Salesforce Financial Cloud handle different types of financial accounts?
Yes, Salesforce Financial Cloud can be customized to manage various financial account types, from checking accounts to wealth management portfolios, all within a single platform.
How can I get started with Salesforce Financial Cloud Implementation Services with MagicFuse?
Kickstart your journey with a simple call to our team. We’ll guide you through our bespoke process, honing in on your specific financial services cloud requirements.
What are the benefits of Salesforce Financial Cloud implementation for my business?
Salesforce Financial Cloud offers a transformative CRM experience tailored to the financial services industry, simplifying complex processes, centralizing customer data for a 360-view, and providing tools to streamline and improve compliance, marketing, and client relationship management. CTA Maximize your financial management with MagicFuse's Salesforce Financial Cloud implementation services.
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Ross Kurhanskyi
VP of Business Development