Deep expertise in banking, lending, and wealth management. We combine operational experience in banking and sales with technical mastery of Salesforce Financial Services Cloud.
Financial services Salesforce consulting is the design and delivery of Salesforce, including Financial Services Cloud, for banks, lenders, wealth managers, credit unions, and insurers. It is LOVALTO's specialization: we combine operational experience in banking and sales with Financial Services Cloud expertise, so loan origination, compliance, and core banking integration work the way institutions actually operate.
The org describes a generic sales process, not how a credit memo moves, how a relationship manager covers a household, or how a branch hands a borrower to lending. The real work goes back into spreadsheets beside it.
Built for the demoBalances, transactions, and account status live in core banking. Salesforce works from a partial sync that drifts, so the relationship view and the system of record disagree in front of the customer.
Two versions of the balanceCRA, BSA/AML, OFAC, and fair lending checks happen in email and side files, and the audit trail gets rebuilt by hand each time an examiner asks for it.
Audit trail by handWe've configured FSC for commercial banks, retail branches, and lending operations, not from a demo playbook but from years inside these environments.
Commercial loan origination, credit analysis, and underwriting workflows, with the mortgage pipeline, borrower portals, and loan officer productivity tools on the same record.
Retail account opening, branch operations, and personal banking relationships, alongside treasury management, deposit accounts, and financial wellness programs.
CRA tracking, BSA/AML workflows, OFAC screening, and fair lending, designed around the banking regulations, compliance requirements, and audit expectations that drive system design.
Real-time balances and transactions with batch reconciliation, so the relationship view in Salesforce matches the core system of record. See Integrations.
Household grouping, relationship mapping, and financial account aggregation, with book of business analytics, meeting prep, and mobile advisor access.
Investment tracking, portfolio monitoring, and AUM-based fee calculations, suitability documentation and trade review, and digital account opening with KYC/AML verification.
Unlike consultants who only know Salesforce theoretically, we understand how financial institutions actually operate, from regulatory compliance to relationship management and from loan origination to wealth advisory.
Commercial banking / Retail branches / Lending operations / Mortgage
Loan origination, compliance, and core banking integration are where we do our deepest work. That covers commercial lending and underwriting, retail account opening and branch operations, treasury management and deposits, and the mortgage pipeline with its borrower portals.
Wealth advisors / RIAs / Asset management
Purpose-built FSC solutions for wealth advisors, RIAs, and asset management firms. We understand custodial integrations (Schwab, Fidelity, Pershing), SEC and state compliance including Form ADV, fiduciary compliance, and the advisor workflows that actually drive AUM growth.
Member services / Lending / Branch operations / Member growth
Member-focused, relationship-driven, and compliance-aware. Member onboarding, account services, and portal access; consumer, vehicle, mortgage, and member business loans; teller transactions, vault management, and appointment scheduling; and referral tracking, cross-sell campaigns, and retention programs that grow the membership.
Small business lending / Real estate and community facilities / Technical assistance / Impact reporting
A community development lender runs a lending operation with a nonprofit's funders behind it, and Salesforce has to serve both. We build the lending side, from application intake and underwriting through closing, servicing, and portfolio monitoring, next to technical assistance and program tracking. Borrower outcomes then roll up into the impact reporting the CDFI Fund, investors, and grantors expect. Nonprofits and CDFIs get a reduced rate on Hourly Consulting, with no long-term contract or monthly minimum.
Life and annuities / P&C / Commercial lines / Surplus lines
Policy administration, underwriting workflows, and claims processing across life, P&C, and commercial lines. Quote-to-bind, renewals, endorsements, and agent commission tracking, with broker portal management, state filings, regulatory reporting, and producer licensing.
Our financial services expertise isn't just technical. See our deep dive on Financial Services Cloud & nCino consulting.
Deployed enterprise Salesforce solution supporting retail and commercial banking divisions at a regional bank.
Commercial loan pipeline with integrated lending operations and automated credit workflows.
Real-world experience in sales and banking operations. We understand how financial institutions actually work.
Understanding of banking regulations, compliance requirements, and audit expectations that drive system design.
If the core banking or LOS connection is the problem, that is Integrations. If the platform itself needs work, that is Core Salesforce. If a prior rollout stalled, start with Implementation Recovery. The same playbook, heavy on audit trails and risk-aware data architecture, carries into Healthcare & Life Sciences. See all industries.
From application to servicing, we architect every step of the lending lifecycle, with FSC, nCino, and regulatory compliance baked in.