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Deployed a full Financial Services Cloud implementation with custom wealth management dashboards, automated compliance workflows, and Einstein AI-powered lead scoring across 3 regional offices.
Apex Financial Group was managing client relationships across 3 disconnected legacy CRM systems, resulting in siloed data, missed cross-sell opportunities, and compliance risks. Advisors spent 40% of their time on manual data entry instead of client engagement.
Client data scattered across 3 legacy systems with no unified view
Manual compliance reporting taking 15+ hours per week per office
Zero visibility into household-level wealth and relationships
Client onboarding cycle averaged 21 days due to paper-based processes
No AI-driven insights for cross-selling or next-best-action recommendations
VCS implemented Financial Services Cloud with a custom data architecture that unified all client records into a single Customer 360. The team built automated compliance workflows, Einstein AI lead scoring models, and a custom advisor dashboard using Lightning Web Components.
Migrated 2.4M+ records from 3 legacy systems with 99.7% accuracy using MuleSoft
Built custom household relationship mapping with automated rollup summaries
Deployed Einstein Lead Scoring with 87% prediction accuracy
Created automated compliance workflows reducing reporting time by 82%
Designed a custom LWC advisor dashboard with real-time portfolio insights
Implemented Salesforce Shield for field-level encryption and audit trail
Advisors now spend time on client engagement instead of data entry
Automated reporting workflows cut manual effort dramatically
Digital-first onboarding replaced paper-based processes
Einstein AI identified previously invisible cross-sell opportunities
“VCS transformed our entire CRM infrastructure. Their Salesforce architects delivered a unified Customer 360 platform that increased our advisor productivity by 47% in just 6 months. The team's deep Financial Services Cloud expertise was unmatched.”
Built a headless B2C storefront on Commerce Cloud integrated with 5 backend systems via MuleSoft, enabling real-time inventory sync and AI-powered product recommendations.
Designed and deployed a FedRAMP-compliant citizen portal on Experience Cloud serving 50,000+ monthly interactions with automated case routing and self-service knowledge base.
Let's discuss how VCS can drive the same transformative outcomes for your organization.
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