Salesforce built for how financial firms work.
Financial Services Cloud, case and service architecture, partner portals, and the integrations that keep advisor and client data current.
Growth-focused financial firms.
The firms we work with share a problem: client data lives in more systems than any advisor can hold in their head.
We work with wealth managers and registered investment advisors, private equity and venture capital firms, banks, and credit unions. Each has its own compliance posture and its own idea of what a client record should contain, so the implementation starts with the way the firm actually advises people rather than with a template.
- Wealth management and registered investment advisors
- Private equity and venture capital
- Banks and credit unions
- Financial technology and adjacent services firms
What these projects usually involve.
- Financial Services Cloud implementation, including households, relationships, and the objects a firm adds on top.
- Case and service architecture, so requests have a clear path, visible progress, and clean data capture.
- Partner and client experience sites for diligence, document exchange, and secure file storage.
- Data migration from legacy CRMs and spreadsheets, with the permission model rebuilt rather than copied.
- Integrations with portfolio, custodial, and document systems so advisors see current information in one place.
- Reporting and dashboards for pipeline, referrals, service load, and campaign performance.
Most engagements pair an implementation with enablement. A system nobody trusts is worse than a spreadsheet, so SOLVD.cloud documents what was built and trains the people who have to live in it.
Published customer results
Our published customer results, with the outcomes those customers approved, are collected in one place rather than scattered across industry pages.
FAQs
Do you work with Financial Services Cloud specifically?
Yes. Financial Services Cloud is the usual starting point for advisory firms, and we configure households, relationships, referrals, and the custom objects a firm needs on top of it. Where a firm is better served by Sales Cloud and Service Cloud alone, we say so.
Can you connect Salesforce to our portfolio and custodial systems?
Yes. Advisor-facing systems are only useful when the account data in them is current, so integration work is part of most financial services engagements rather than a later phase.
See our integration servicesWhat if we already have Salesforce and it is not working?
That is a common engagement. We review how the org is configured, find where the process and the system disagree, and rebuild the parts that are costing your team time. It does not require starting over.