Supercharge Your Financial Growth
We’ve collaborated on 60+ financial services implementations and maintain enduring partnerships with top-tier growth-focused firms, including wealth managers, RIAs, private equity, venture capital banks, and credit unions.
WHAT THEY NEEDED:
A more efficient case management process with clearer progress visibility, simpler communication, and a user-friendly system for accurate data capture.
HOW WE SOLVD IT:
SOLVD used Omni Studio to automate workflows, improve visibility, streamline communication, and provided documentation to support a smooth transition.
SALESFORCE PRODUCTS USED:
AppBuilder, Platform, Process Automation, Security, Privacy, and Service Cloud
SOLVD SERVICES:
FSC Analysis & Design
Caleb Stinson – Director of Operations at Exencial Wealth
Deep Expertise
“We’ve had the pleasure of working with SOLVD, a consulting partner with deep expertise in Salesforce and industry-specific knowledge. They helped us rework our case architecture, resulting in a much more efficient architecture. They are open to newer technology something I haven’t found with other vendors. I will be using their services again.”
SOLVD's Power in Numbers
WHAT THEY NEEDED:
Financial Services Cloud, custom objects, Outlook integration, reporting, dashboards, campaigns, permissions, profiles, and data migration to a new org.
HOW WE SOLVD IT:
SOLVD implemented Financial Services Cloud, customized features, migrated data, and held weekly meetings with training to refine processes and ensure adoption.
SALESFORCE PRODUCTS USED:
Sales Cloud and Financial Services Cloud
SOLVD SERVICES:
Product Implementation
Chrislyn Castillo – Associate at Invision Capital
make all of our visions with Salesforce come to life
“We have loved working with Brady, he is able to make all of our visions with Salesforce come to life to make the most efficient and easy to use CRM.”
Trusted by Trailblazers in the Financial Service Industries
WHAT THEY NEEDED:
A modernized way to involve external parties, improve diligence visibility, simplify document uploads, and ensure secure, centralized file storage.
HOW WE SOLVD IT:
We designed and built a Partner Experience Cloud site with custom UI, permissions, and SharePoint integration, enabling visibility, automation, and secure file storage.
SALESFORCE PRODUCTS USED:
AppBuilder, Integration Services, JavaScript Designer, Platform, Process Automation, Security & Privacy, Sales Cloud, Partner Relationship Management
SOLVD SERVICES:
Product Implementation
Jeffery Kupski – Assistant Vice President at NYMT
On time and within budget
“We engaged SOLVD for a custom portal and file management system. From the start of project scoping, SOLVD was professional, concise, and highly knowledgeable about the Salesforce platform. We spent considerable time scoping the project so that the build process would run smoothly. By taking the time upfront, we were able to finish the project on time and within budget. Throughout the project, the SOLVD team kept us on task through an extensive project management tool. On our weekly calls, we were able to communicate the changes over the week and push the project forward. I cannot stress enough how highly I recommend SOLVD for any of our Salesforce projects.”
WHAT THEY NEEDED:
A custom portal and file management system with a well-scoped plan, smooth execution, and strong project management support.
HOW WE SOLVD IT:
SOLVD built a customized FSC org, implemented RIA accelerator features, and tailored objects and fields to align with business processes and data needs.
SALESFORCE PRODUCTS USED:
Financial Services Cloud
SOLVD SERVICES:
Product Implementation
Lukas Ng – Board of Directors at Finance Wisdom
Fit to Your Needs
“Use them. They scope accurately, they update you accurately, and they fit to your needs. We’re scoping out more engagements as we speak”
