Wealth and advice
Your adviser knows the family, the trust and the business as one relationship. We help model those connections so a client conversation can draw on the relevant entities, interactions and responsibilities.
Financial services
Know your customer. Stand behind the decision.
Every decision has to stand up later, and every customer expects you to already know them. We connect the systems behind both, without anyone having to rebuild the file.
Who we help
We know what the work asks of you.
A household, a borrower, a policyholder and a member each bring a different relationship. Your teams need systems that reflect those differences.
Lending
Brokers, credit teams and settlements each own a stage, while the borrower sees one application. We help make status, documents and next actions clear across the process, with the right work reaching the right person.
Insurance
Policies, claims, renewals and service interactions can span years and several teams. We help bring useful context together so the next conversation starts with what has already happened.
Superannuation
Your administration platform holds the member record. We help give service teams the relationship context and outstanding actions they need around it, with clear ownership between systems.
“Reports that would have been taking, collectively across the business, hours to produce are now instantaneous.”
James LakeChief Product & Technology Officer, Prime Financial Group
4specialist platforms connected into one client view
Read the customer story Where we can help
A clearer client view. A decision you can explain.
We can help where relationships, operational work and supporting evidence cross teams or platforms.
Connect people, households, entities and advisers in a model your teams recognise. Make it easier to see who's involved, how they're connected and who's responsible for the next action.
Shape application, assessment and service workflows around real responsibilities. Documents, status and outstanding tasks can stay attached to the work as ownership changes.
Capture rationale, approvals and conditions at the point of decision, with links to the supporting record. Your team can prepare for a review without reconstructing the story from separate conversations.
Bring together the information behind client and operational reporting. Define the measures and their sources so people can follow an answer back to the records behind it.
See it in practice
One client record. Everything else connected to it.
Financial Services Cloud holds the household and client record. The platforms, planning tools and paperwork around it connect in, so Salesforce stays the relationship and workflow layer, not the portfolio system.
Wealth and advice
- 1Where it starts
- 2How it connects
- 3The record
- 4What it does
HUB24Investment platform
Xplan
Planning tool
Fact finds and documents
Client paperwork
MuleSoft
Syncs holdings and transactions
MuleSoft IDP
Reads fact finds and documents
Fin
Client questions in, answered or handed to an adviser
Experience Cloud
Client portal for forms, documents and reviews
Financial Services Cloud
The household and client record: the relationship and workflow layer, not the portfolio system
Marketing Cloud Next
Review cycles and nurture
DocGen and Momentum
SOAs, ROAs and FDS and opt-in packs, e-signed
Slack
Adviser alerts and approvals where the team already works
Data 360
A single client view and next best action
Blueprint · A solution we can build around your business.
How we work with you
Start with the relationship. Follow the work behind it.
We work with the people managing clients and the teams supporting them to understand the relationship model, decision points and systems already in place. A real client file makes the gaps and responsibilities concrete.
From there, we decide what belongs in the relationship platform and what stays in specialist systems. We design the connections, access and evidence capture around those responsibilities, then work through the resulting workflow with your team. Reporting and automation follow the quality of the underlying records and the oversight each task needs.
Explore our approach to strategyTechnology that fits
The platform should fit the work.
Model the relationships your teams actually manage. Keep decisions and supporting information connected, with each platform responsible for a clear part of the work.
Financial Services Cloud when people, households, entities and their relationships require it. Sales and Service Cloud when a simpler model is enough.
Reading and writing across core platforms, broker or member portals and the ledger. MuleSoft where the scale warrants it, a lighter pattern where it doesn't.
Where clean, governed data and a genuine use case justify them. Insight and automation are useful only when the decision, and the reason behind it, stay on the record.
Fin, now part of Salesforce, answers routine client and member questions across chat, email and phone, from your own records. Anything that edges into advice goes to a person, with the conversation on the record.
Let's talk
Bring us one file. We'll show you where it stops.
The process, spreadsheet or record that keeps being reconstructed. Start there.