Financial Services Cloud Consulting
Lovalto is a Salesforce consulting firm specializing in Financial Services Cloud implementations, nCino platform deployments, and banking operations automation. With direct banking experience from First Financial Bank and commercial lending expertise from CSC Leasing, Evan Eichert understands both the technical Salesforce platform and the operational realities of relationship banking, credit decisioning, and regulatory compliance.
Financial Services Expertise
nCino Commercial Lending Platform
- Deployment Experience: Implemented nCino Commercial Loan Operating System for 400+ users, managing the complete loan lifecycle from origination through servicing
- Credit Workflow Automation: Configured automated credit decisioning workflows, covenant tracking, and renewal management processes
- Integration Architecture: Connected nCino with core banking systems (Jack Henry, FIS), document management platforms, and credit reporting bureaus
- Reporting and Analytics: Built portfolio dashboards, pipeline reporting, and risk analytics for commercial lending operations
Banking Operations and CRM
- Relationship Management: Salesforce configurations supporting relationship bankers, private bankers, and wealth advisors with household hierarchies and client engagement tracking
- Sales Process Automation: Lead-to-opportunity workflows for deposit growth, loan origination, and cross-sell campaigns
- Service Excellence: Case management for account servicing, issue resolution, and client request tracking
- 360-Degree Client View: Unified dashboards showing all banking relationships, products, interactions, and opportunities
Regulatory Compliance and Risk Management
- CRA Compliance: Community Reinvestment Act tracking for small business lending, community development, and service area coverage
- BSA/AML Monitoring: Bank Secrecy Act and Anti-Money Laundering workflows including suspicious activity reporting, currency transaction reporting, and customer due diligence
- OFAC Screening: Office of Foreign Assets Control name screening integrated into account opening and transaction monitoring processes
- Audit Trail Management: Complete activity logging, change tracking, and audit reporting satisfying regulatory examination requirements
Wealth Management and Advisory
- Financial Accounts: Configuration of Financial Services Cloud financial accounts object for investment portfolios, retirement accounts, and trust relationships
- Financial Goals: Goal tracking and planning tools for advisors managing client wealth accumulation and retirement planning
- Action Plans: Structured engagement planning ensuring consistent client communication and service delivery
- Performance Dashboards: Advisor productivity metrics, asset growth tracking, and client engagement analytics
Core Banking System Integration
- Real-Time Data Sync: API integrations providing relationship managers with current account balances, transaction history, and credit limits
- Batch Processing: Overnight batch jobs syncing customer demographics, account updates, and loan servicing data
- Error Handling: Robust exception management and reconciliation processes ensuring data integrity between systems
- Middleware Expertise: Experience with MuleSoft, Dell Boomi, and custom integration platforms connecting Salesforce to legacy banking systems
Frequently Asked Questions
What is Financial Services Cloud?
Financial Services Cloud (FSC) is Salesforce's industry-specific platform for banking, wealth management, and insurance. It includes specialized features like household management, financial accounts, client relationship mapping, and compliance tracking designed specifically for financial institutions.
What is nCino and how does it integrate with Salesforce?
nCino is a cloud-based commercial lending operating system built on Salesforce. It automates the entire loan lifecycle from origination through servicing. Lovalto has deployed nCino to over 400 users, integrating it with core banking systems, document management platforms, and regulatory reporting tools.
How does Lovalto handle regulatory compliance in Salesforce?
Lovalto implements compliance tracking for CRA (Community Reinvestment Act), BSA/AML (Bank Secrecy Act/Anti-Money Laundering), and OFAC (Office of Foreign Assets Control) within Salesforce. This includes automated workflows, audit trails, risk scoring, and reporting dashboards that satisfy regulatory examination requirements.
Can Salesforce integrate with core banking systems?
Yes. Lovalto has extensive experience integrating Salesforce with core banking platforms including Jack Henry, FIS, and Fiserv. Integrations typically sync account data, transaction history, customer demographics, and loan information in real-time or batch processes.
What makes Lovalto different for financial services consulting?
Evan Eichert brings real banking operations experience from First Financial Bank and commercial lending experience from CSC Leasing. This isn't just technical Salesforce knowledge - it's understanding how relationship managers work, how credit committees operate, and what regulators examine. The consulting approach combines Salesforce expertise with operational banking knowledge.
Source: https://www.lovalto.com