Financial Services Cloud offers purpose-built solutions for banking, lending, insurance, or wealth management.

FastTrak Plus



  • Financial Services Cloud Enterprise Edition
  • Up to 20 Users
  • 2 Design Sessions
  • One Module (Insurance, Banking, Lending, Wealth Management)
  • Single Sales Process
  • Basic Financial Services Cloud Automation
  • 2 Training Sessions
  • 1 Analytics Session
  • 1 Dashboard

Custom Fit

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  • Tailored to fit individual needs and requirements of each customer
  • These projects are typically scoped with a few 1 hour calls or an on-site meeting to review your priorities and requirements
  • The focus will be on high value items that drive your success and to ensure that your organization is self-sufficient and can administer Salesforce post go-live

Have a question for us?

We want to help make your Salesforce deployment a huge success. Do you need more details about our services or have a question about Salesforce’s many fantastic offerings? Please reach out, and we’ll be in touch soon!

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