Agentforce financial services (formerly Financial Services Cloud)
Helping banks, wealth management firms, and insurance companies transform their operations with Salesforce Financial Services Cloud. We help financial institutions navigate regulatory compliance, complex data, and relationship-driven processes with scalable, secure Salesforce solutions.
Perigeon delivers end-to-end Salesforce Financial Services Cloud services to help financial organizations plan, implement, customize, integrate, and optimize Salesforce.
Implement Salesforce Financial Services Cloud with the right configuration, data model, workflows, automation, integrations, testing, and deployment strategy for your financial-services business.
Connect Financial Services Cloud with core banking, insurance, portfolio management, KYC, ERP, and other enterprise systems to create a connected view of customer and financial information.
Migrate customer, account, financial, policy, and relationship data from legacy systems into Salesforce with structured mapping, cleansing, validation, testing, and phased migration.
Salesforce Financial Services Cloud is an industry-focused CRM solution built for financial organizations. It helps banks, wealth managers, insurers, and lenders manage customer relationships, financial accounts, interactions, and processes in one connected platform.
With capabilities across Customer 360, automation, data, and Agentforce for Financial Services, organizations can deliver more personalized experiences and streamline financial-service operations.
✔ Certified Salesforce experts for FSC consulting and implementation.
✔ Solutions tailored for banking, insurance, wealth management, and lending.
✔ From FSC strategy and implementation to integration and support.
✔ Connect Financial Services Cloud with your critical business systems.
✔ Salesforce solutions aligned with your processes and business goals.
✔ Salesforce solutions aligned with your processes and business goals.
✔ Ongoing support to optimize and scale your Salesforce environment.
Connect with a Salesforce Financial Services Cloud Consultant for expert guidance on implementation, integration, customization, and optimization.
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Salesforce Financial Services Cloud is an industry-focused CRM designed for banks, wealth managers, insurers, and lenders. It helps organizations manage customer relationships, financial accounts, household data, workflows, and industry-specific processes in one connected platform.
Agentforce for Financial Services adds AI-powered capabilities that can assist with banking service, insurance service, financial advising, relationship management, lending, and collections—helping teams automate routine work and improve productivity.
There is no fixed implementation cost. Pricing depends on Salesforce licensing, implementation scope, data migration, integrations, customization, users, training, and ongoing support requirements
Yes. Financial Services Cloud can integrate with external applications and data sources using appropriate Salesforce APIs, integration technologies, and middleware. The right approach depends on your systems and business requirements.
Financial Services Cloud is designed for organizations across financial services, including banking, wealth management, insurance, lending, and other financial-service businesses.
Implementation timelines vary based on project scope, users, data complexity, integrations, customization, existing Salesforce architecture, and organizational requirements. A discovery assessment can help establish a realistic timeline.
Perigeon Software is a Salesforce consulting company with deep Financial Services Cloud expertise across banking, wealth management, insurance, and lending. We support the complete Salesforce journey from consulting and solution design to implementation, customization, integration, data migration, and ongoing managed services
Ujval Shah
