FINANCIAL SERVICES

The needs of financial services firms are complex, and the regulatory environment is unforgiving. Technology solutions that are tailored to your needs, including Salesforce Financial Services Cloud, can help. From wealth management to retail banking, full visibility into clients’ financial profiles puts your customer at the center of every interaction.  But implementation must be approached with a deep understanding of your firm’s processes, your customers’ needs, and government regulations. That’s where we come in. We have a rock-solid reputation with financial services implementations in the growth business space and are uniquely equipped to help you maximize the ROI of your technology solutions.

Services

Sales Cloud Implementation

Salesforce Consulting

Training and Mentoring

“We just finished our implementation with FSM. They set expectations very clearly, so I always knew exactly what they were working on, and what they expected to get done within the week. When I had an idea of what I wanted to happen in SFDC, but was not sure the best way to implement, they were extremely helpful in working with me and providing various solutions, and talking through the costs and benefits of each one. When our term with FSM ended, we had accomplished everything we set out to do, and I felt comfortable managing our SDFC instance. I highly recommend working with FSM!”

– Tess Lewis

Fast Slow Motion was a wonderful partner in our implementation. They took the time to understand our business, what drives our success and how we measure results and tailored our CRM implementation to that. I’m grateful for their help because I definitely couldn’t have done it alone!

– Miller Girvin, Alabama Capital Network