ARE YOU A WEALTH MANAGEMENT GROUP LOOKING
TO GET SET UP QUICKLY WITH
SALESFORCE FINANCIAL SERVICES CLOUD?

Financial Services
Cloud
Accelerator

Customer relationships are the way wealth management groups build long-term trust with their customers. Salesforce, the world’s #1 CRM provider offers the specialized Financial Services Cloud. FSC helps financial institutions to see the 360 degree view of the people who make them great, giving wealth management companies the tools they need to provide the services needed exactly at the time they are needed.

Training

Training is critical when getting your team running on a new system. Make sure your team is ready.

1-2 Weeks

Our Accelerator program focuses on helping your company dramatically reduce your Time to Value

8K, 15K

This program is designed to get your team up to speed as quickly as possible at an affordable price

Because of the fast nature of the program, not all features are brought online. Complex processes are considered advanced features that are not included in the accelerator program.

Optional FSC Objects

Household

Financial Holdings

i

Assets & Liabilities

s

Alerts

Package TypeLeadOpportunityAccountPerson AccountContactUserReportsDashboard
General
Option 1 Yes(Limit -5) Yes(Limit -10)
Option 2 Yes(Limit -2) Yes(Limit -5)
Wealth Management Option 1Option 2
Household
Financial Holdings
Assets & Liabilities
Alerts
CustomizationOption 1Option 2
Security Model
Profiles Yes(Limit -2) Yes(Limit -10)
Roles Yes(Limit -5) Yes(Limit -15)
Sharing Rules Yes(Limit -5)
Permission Sets Yes(Limit -5)
Workflow Rules Yes(Limit -5)
Flows Yes(Limit -5)
Validation Rules Yes(Limit -5)
Data Migration,
Custom Lightning Components,
Integrations,
Not included, will be Scoped & Quoted according to requirements.
Train the TrainerOption 1Option 2
Cost 8K 15K
SFDC Best practices

Contact Mat Horne, mhorne@acsgbl.com or

Fill out this form and we will contact you





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