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Cloud23 implements Salesforce end to end for banks, insurers and enterprises, from discovery and solution design through configuration, integration, data migration, testing and hypercare.
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Salesforce Financial Services Cloud Implementation
Cloud23 designs and implements Salesforce Financial Services Cloud for banks, insurers and wealth managers across Africa and beyond, from digital onboarding journeys to a single view of the client.
Salesforce Financial Services Cloud (FSC) is Salesforce's industry platform for banks, insurers and wealth managers. It extends the core CRM with financial accounts, relationship and household modelling, onboarding and origination processes, and a data model built for regulated financial products. Cloud23 designs and implements FSC end to end, with particular depth in digital client onboarding for African banks.
This is the work we are best known for. Cloud23 delivered FSC-based onboarding for Standard Bank's corporate and investment banking operation in Mauritius, where FSC handles application processing behind an Experience Cloud capture journey, and for Standard Bank Botswana, whose business-account onboarding moved from in-branch visits to a digital journey with digital signatures. Comparable onboarding programmes for Capitec Business Banking and Stanbic Bank Uganda round out one of the deeper FSC delivery track records on the continent.
FSC rewards teams that respect its opinions. Success depends on adopting its standard data model rather than fighting it, integrating carefully with core banking and KYC systems, and designing for the compliance context the platform exists to serve. That is where implementation experience matters more than certification counts.
What you get
Deliverables
FSC solution blueprint
Your products, parties and processes mapped onto the FSC data model, with explicit decisions on where standard objects end and extensions begin.
Configured onboarding and origination journeys
Working FSC journeys for client onboarding, account origination or servicing, including document handling, approvals and status visibility.
Core banking and KYC integration
Designed and built interfaces to core banking, KYC/AML screening, identity verification and document services, typically via MuleSoft or platform APIs.
Compliance-aligned security model
Role, profile and sharing design that reflects segregation of duties and data-privacy obligations, documented for audit and risk review.
Client and account data migration
Legacy client, account and relationship data mapped to FSC structures, migrated and reconciled with evidence.
Team enablement
Training for relationship managers, operations staff and administrators, so adoption survives contact with the front line.
How we work
A delivery approach built for enterprise
- 01
Discovery and journey mapping
Workshops with front-office, operations, risk and compliance teams to map current onboarding and servicing journeys and agree the target state.
- 02
Data model and architecture design
Products, parties, relationships and consents mapped to FSC objects, with integration architecture designed against your core systems.
- 03
Iterative build
Sprint-based delivery of journeys, automation and integrations, demonstrated to business stakeholders every sprint.
- 04
Testing and compliance review
Functional, integration and regression testing, plus structured walkthroughs with risk and compliance before anything reaches a customer.
- 05
Go-live and hypercare
Rehearsed cutover, intensive early-life support and tuning based on the first weeks of real applications.
When it fits
Consider this when
- Account opening still requires branch visits, paper forms or rekeying between systems.
- You are running financial products on a generic Sales or Service Cloud org that has been bent out of shape to cope.
- Relationship managers lack a single view of the client across products, segments or group entities.
- KYC and compliance steps live outside the system of record, creating audit gaps and delays.
- A multi-market group needs one reusable onboarding template rather than a different solution per country.
In practice
Example engagements
- A retail bank replacing branch-based, paper-driven onboarding with FSC journeys rolled out across several markets
- A corporate and investment bank digitising complex entity onboarding, with FSC managing application processing and workflow
- An insurer moving adviser and client management from spreadsheets and a legacy policy front end onto FSC
- A wealth manager implementing FSC relationship groups and householding to give advisers a whole-of-client view
FAQ
Frequently asked questions
What is Salesforce Financial Services Cloud?
Financial Services Cloud is Salesforce's industry product for banks, insurers and wealth managers. It builds on the core Salesforce platform and adds financial accounts, relationship and household modelling, onboarding and origination flows, and compliance-aware data structures, so financial institutions start from an industry data model instead of building one from scratch.
What does a Financial Services Cloud implementation include?
A typical FSC implementation includes mapping your products and client structures to the FSC data model, configuring onboarding or servicing journeys, integrating with core banking and KYC systems, designing a compliance-aligned security model, migrating client data, and training users. Cloud23 delivers all of these phases, from blueprint through hypercare.
What is the difference between FSC and Sales Cloud?
Sales Cloud is a general-purpose CRM for pipeline and account management. FSC includes Sales Cloud capability but adds industry structures: financial accounts and balances, householding and relationship groups, action plans for regulated processes, and interaction models suited to banking and insurance. If you sell financial products, FSC saves you rebuilding those structures as custom objects.
Can FSC integrate with our core banking system?
Yes, and in practice it must. Onboarding journeys typically call KYC and screening services during the application and create or update accounts in the core system on approval. Cloud23 designs and builds these integrations, usually through MuleSoft or platform APIs, and our team's experience extends to modern cores including Thought Machine.
Is FSC suitable for insurers as well as banks?
Yes. FSC includes insurance-specific structures for policies, claims and producer relationships, and suits both carriers and intermediated distribution. Cloud23 works across banking and insurance, including work with insurance clients such as Old Mutual Insure.
Keep exploring
Related services and work
Salesforce
Experience Cloud
Cloud23 designs and builds Salesforce Experience Cloud portals, onboarding sites and communities that let customers and partners transact with banks and insurers online rather than in a branch or inbox.
Explore serviceIntegration
MuleSoft & Enterprise Integration
Cloud23 designs and builds enterprise integration on MuleSoft, using API-led architecture to connect Salesforce with core banking, payments, identity and legacy systems for regulated businesses across Africa and beyond.
Explore serviceData & AI
Data Cloud
Cloud23 implements Salesforce Data Cloud to unify customer data from core systems, channels and CRM into real-time profiles that power personalisation, analytics and AI.
Explore service- BankingMauritius
Engineering a digital corporate-onboarding journey for Standard Bank's Mauritius CIB business
Cloud23 engineered an end-to-end digital corporate-onboarding journey for Standard Bank's Mauritius Corporate & Investment Banking business, splitting external application capture from internal processing on a shared data model. The result is a real-time, transparent view of the application pipeline and a reported reduction in processing times. Salesforce Financial Services Cloud and Experience Cloud were the delivery tools; the outcome was a managed onboarding operation.
Read case study - BankingBotswana
Removing the branch visit from business-account onboarding at Standard Bank Botswana
Cloud23 engineered a digital onboarding journey for Standard Bank Botswana's business accounts, including Transact Plus and Matshelo, replacing mandatory branch visits — down to remote document execution via digital signatures. The bank reports account opening time reduced from days or weeks to hours. Salesforce Experience Cloud and Financial Services Cloud were the delivery tools.
Read case study - BankingSouth Africa
Engineering sub-five-minute business onboarding at Capitec
Cloud23 engineered a digital and assisted business-onboarding journey for Capitec's Business Banking division, integrated with core banking and governmental systems so verification runs without manual intervention. The bank reports standard onboarding completing in under 5 minutes including all necessary checks, with complex business structures onboarded within a day.
Read case study
Ready to talk financial services cloud?
A short conversation with our team is the fastest way to understand whether this is the right engagement for you, and what it would involve.