Techila/Services/Salesforce Financial Services Cloud

Salesforce
Financial Services Cloud

Create strong, trusted relationships and gain wallet share-with a CRM designed specifically for financial services.

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Techila Global Services is a Salesforce Summit Partner delivering senior-led Financial Services Cloud (FSC) programmes across banking, wealth management, asset management, and insurance. A senior pod configures client and household 360, financial-account hierarchies, AML/KYC workflows, advisor enablement, and complaint and case management — and integrates FSC with core banking (Temenos, Finacle), wealth platforms, and policy admin systems via MuleSoft. Programmes typically build in 14–22 weeks with FCA-compliant communication patterns for regulated clients including St. James's Place, across North America, EMEA, and APAC.

Summit

Salesforce Partner

FCA

Compliant patterns

+22%

Avg advisor productivity

14–22 wks

Typical build phase

[ Built for ]

Who this engagement serves.

Chief Client / Distribution Officer

Owns client growth and adviser productivity. Wants household 360, referrals, and a defensible client-segmentation engine.

Head of Wealth / Private Banking

Runs the adviser desk. Needs financial-goal tracking, fact-find automation, and review cycles that pass audit.

Chief Risk & Compliance Officer

Owns the regulatory posture. Wants AML/KYC, suitability checks, complaint handling, and FCA/SEC-aligned audit trails baked in.

CIO / Solution Architect

Owns the integration estate. Wants FSC cleanly connected to core banking, wealth platforms, policy admin, and Data Cloud.

[ At a glance ]

Product: Salesforce Financial Services Cloud (Banking, Wealth, Insurance)
Provider: Techila Global Services · Salesforce Summit Partner
Typical outcome: +22% adviser productivity, FCA-aligned, 14–22 week build
Built for: Chief Client · Head of Wealth · CRCO · CIO
Pairs with: Marketing Cloud · Service Cloud · Data Cloud · Agentforce
Sectors: Banking · Wealth Management · Asset Management · Insurance

[ The practice ]

Salesforce Financial Services Cloud

Techila uses Salesforce Financial Services Cloud to provide banks, wealth managers and insurance providers a 360-degree client and household view combined with all financial account information.

Financial Services Cloud deployments empower relationship managers and financial advisors, from account opening and compliance to strategic wealth management, to foster trusted client relationships.

[ Capabilities ]

8 capabilities, one delivery team.

This range of 8 capabilities of Financial Services Cloud are aimed at end-to-end client motion from on boarding to AML/KYC, household management, to RM and advisor productivity, to the handling of regulated complaints, through to the integration of core systems. Each can be delivered as an 'out of the box' configurable managed asset which is shipped with FCA aligned controls documented ensuring advisers, RMs and compliance are all working off the same client record on day one.

/01

Client & household 360

Person and household models, relationship graphs, financial-account roll-ups, and segmentation built on the FSC data model.

/02

Onboarding, AML & KYC

Digital onboarding journeys, KYC document workflows, AML screening integration, and risk scoring with audit-ready evidence trails.

/03

Adviser & relationship-manager desk

Fact-find automation, financial-goal tracking, suitability assessments, review cycles, and meeting prep for advisers and RMs.

/04

Referrals, leads & wallet-share

Internal referrals, lead routing across business lines, white-space mapping, and wallet-share growth playbooks.

/05

Complaint, case & SAR management

Controlled process management for complaints, SARs, and breaches-with a FCA/GDPR- compliant response SLA.

/06

Insurance & policy administration

Policy 360, claims intake, FNOL and broker channel patterns – wired into policy-admin systems using MuleSoft.

/07

Marketing journeys & FCA comms

Marketing Cloud journeys, financial-promotion approvals, suppression rules, and FCA-compliant outbound messaging patterns.

/08

Core banking & wealth-platform integration

Bi-directional integration with Temenos, Finacle, Mambu, BlackRock Aladdin, FNZ, and policy-admin platforms via MuleSoft API-led layers.

[ Delivery process ]

Four phases. Value gates at every boundary.

Every Financial Services Cloud programme involves 4 senior-driven phases – diagnostic, build, adoption and optimize. Each phase has client/risk model signed off artefacts, configure FSC, advisers enabled and value review as a sign off, meaning each phase does not progress until a client/compliance outcome is apparent. The entire end to end timeframe is normally 20-26 weeks.

Phase 01

Client & risk diagnostic

3–4 weeks

Client-segmentation audit, household model, AML/KYC posture, complaint-handling baseline, and core-banking/wealth-platform integration map. Outputs a board-ready FSC case.

Phase 02

Build

10–14 weeks

Senior-only pod sets up FSC, onboarding, adviser desk, complaint flows and core system integration, with bi-weekly demos to advisers, RMs, compliance.

Phase 03

Adoption

3–4 weeks

Adviser and RM enablement, supervisor dashboards, change management, and go-live with senior on-floor support across the first review cycle.

Phase 04

Optimise

Ongoing

Quarterly value review, regulatory-control retesting, segmentation tuning, and Agentforce model expansion for adviser-assist and complaint triage.

“Techila rebuilt our adviser experience on Financial Services Cloud and integrated it cleanly into our core platforms. Advisers got more than two days back per month, complaint handling is now genuinely audit-ready, and the compliance team finally trust the system of record.”

— Head of Adviser Technology · UK wealth manager

[ Proof ]