Financial Services Supercharge advisor productivity to focus on client needs with Financial Services Cloud.

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FINANCIAL SERVICES

 

The needs of financial services firms are complex, and the regulatory environment is unforgiving. Financial Services Cloud from Salesforce 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 your Salesforce ROI.

ZWJ

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Services

 

Sales Cloud Enhancement
Lightning Migration
Salesforce Consulting
Training and Mentoring

“The project was smooth, completed on time, and the lines of communication were always open. We’ll be working with them again in 2020!”

– Amy Bearden

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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

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ERISApros

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Services

 

Sales Cloud Remediation
Data Import
Lightning Migration
Salesforce Consulting
Training and Mentoring

“Excellent team! They listened to my issues, offered solutions and as I revised my plans were able to adapt and provide the necessary changes all within my time limit. Look forward to using them again- they helped with my automation efficiency project. What a time saver.”

– Evelyn King

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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 Salesforce.com implementation to that. I’m grateful for their help because I definitely couldn’t have done it alone!

 

– Miller Girvin, Alabama Capital Network

Contact FSM Today