Upgrade to Financial Services Cloud .
The structured upgrade path for PE, AM and Wealth Management firms — live in 4–6 weeks.
Financial services firms don’t set out to build a complicated Salesforce. But over time, customisations stack up, workarounds become habits, and a platform that once felt right starts holding the business back. FSC gives you the relationship intelligence, structured data model and AI-ready foundation your firm actually needs — without starting from scratch.
Industry Challenges & Solutions
You can't close deals you can't see.
Investor networks, board overlaps, co-investment ties — they're too complex for a basic CRM hierarchy. FSC's Actionable Relationship Center gives you a live, interactive graph of every connection, right inside Salesforce. Surface warm intros. Map beneficial ownership. Run conflict checks. Without ever leaving your CRM.
Do your team's relationship maps exist outside of Salesforce — in spreadsheets, Visio diagrams or people's heads?
When a deal team member leaves, does critical relationship context leave with them?
Featured Story
Futureform Helps Asset Management Distribution Firm Replace a Broken Salesforce Setup with FSC
Industry Challenges & Solutions
Meetings, follow-ups, workflows — all still manual?
FSC's Interaction Summaries link every meeting to every relevant entity in your CRM. Action Plans give your team standardised, multi-step workflows with owners and timelines — so LP onboarding, fundraising, and due diligence run the same way every time.
Are your meeting notes logged in a single text field with no link to funds, accounts or opportunities?
Do your fundraising, LP onboarding and due diligence processes follow a consistent workflow — or does it vary by team member?
Featured Story
Futureform Upgrades International Private Equity Firm to FSC and Agentforce
Industry Challenges & Solutions
Your data model isn't ready for Agentforce.
Agentforce needs structured data to detect patterns, trigger next-best actions, and generate compliant meeting summaries. Without FSC's financial services data model, it can't do any of that. With it, your team gets automated follow-ups, relationship insights, and AI-generated meeting briefs — out of the box. FSC is the foundation. Agentforce is the payoff.
Are your AI or Agentforce ambitions currently blocked by poor data quality or an unstructured data model?
Is your team spending time on tasks — summarising meetings, tracking follow-ups, updating records — that AI could handle with the right foundation?
Featured Story
Futureform Upgrades Fixed Income Asset Manager to FSC
Ready to see if FSC is right for your firm?
Most firms are live in 4–6 weeks. We'll scope your requirements, demo the FSC accelerator, and give you a clear view of what the upgrade would look like for your business — no obligation.
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