The whole group,on one screen.
Commercial banking on Salesforce Financial Services Cloud — for relationship managers, credit teams and onboarding operations.
Where the relationship leaks.
The relationship lives in one person’s head
When an RM moves on, years of context move with them. We model the full relationship on FSC — every entity, contact and covenant — so the institution owns it.
Group exposure nobody can state with confidence
Group structures change faster than spreadsheets. When the hierarchy is data, exposure updates itself.
Multi-party onboarding that takes months
Complex group KYC orchestrated as one governed process — weeks, not months, with every check evidenced.
The whole group, on one screen.
Each of those problems is a memory problem — the relationship is bigger than anything one person can hold. This is what it looks like when the system holds it instead.
The group, mapped
FSC’s flexible account hierarchies model the real structure — parents, subsidiaries, connected parties — so ownership is a fact, not folklore.
Deal flow
Financial Deal Management tracks every deal across the group with the relationship context attached — every conversation, covenant and condition.
Exposure you can trust
Multi-party KYC orchestrated as one governed process — and group exposure becomes a query against the hierarchy, not a committee estimate.
The system should
remember.
Commercial banking is a relationships business. We build the relationship graph as data — flexible hierarchies, financial deals and compliant data sharing on FSC — so the institution owns the relationship, not the inbox.
Talk it throughLet’s talk.
One conversation with the architect — and a clear view of what your bank could ship next quarter.
Talk to the architect