{"id":3749,"date":"2026-07-20T04:00:18","date_gmt":"2026-07-20T04:00:18","guid":{"rendered":"https:\/\/orfeostoryweb.com\/finalix\/?page_id=3749"},"modified":"2026-07-24T02:51:26","modified_gmt":"2026-07-24T02:51:26","slug":"salesforce-fsc-as-client-lifecycle-management","status":"publish","type":"page","link":"https:\/\/orfeostoryweb.com\/finalix\/salesforce-fsc-as-client-lifecycle-management\/","title":{"rendered":"Salesforce FSC as Client Lifecycle Management"},"content":{"rendered":"\t\t
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Back to How we deliver<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/a>\n\t\t

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S\na\nl\ne\ns\nf\no\nr\nc\ne\n \ni\nn\n \nB\na\nn\nk\ni\nn\ng\n\u200b<\/h1>\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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The brief<\/p>\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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From one business
unit to a bank-wide, multi-jurisdiction CLM platform\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Key Numbers<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t

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months to go-live\u200b<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n

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business processes\u200b<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n

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custom objects – high degree of standardisation\u200b<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t

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Making Salesforce work in Wealth Management takes more than an implementation. By designing the platform around the full client journey, data landscape and system architecture \u2014 and staying close to the Salesforce standard, customizing only where it pays off \u2014 we delivered a CLM platform that ran the full business from day one. Built to fit other jurisdictions from the start, the same foundation then scaled to further business units in a follow-up rollout.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n

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The challenge<\/p>\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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From outsourced core banking to an internal booking center<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Moving from an outsourced core banking setup to an internal booking center meant building an entirely new CLM platform and migrating client data into a new internal data model, splitting custody and CLM. There was no proven Salesforce\u2013Avaloq integration pattern to copy and little combined expertise in the market \u2014 yet the first business unit had to go live within 9 months, on a design that could later extend to further units and jurisdictions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n

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Our Approach<\/p>\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Standard-first design. End-to-end orchestration.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We took execution ownership as Product Owner and delivery lead, working as part of the client’s team. From business analysis and standard-aligned solution design \u2014 built to fit other jurisdictions from day one \u2014 through the data model and core banking integration, we kept business, integration and development moving in one direction, with continuous testing across Salesforce, MuleSoft and core banking.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Making Salesforce work: four building blocks\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n
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1. End-to-end thinking<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Design Salesforce in the context of the full client journey, data landscape and system architecture.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n

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2. Standard-first design<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Stay close to the Salesforce standard and customize only where it creates real value.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n

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4. Build for adoption<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Enable users, drive adoption and realize business value from day one.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n

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3. Hybrid delivery leadership<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Bridge business and technology to accelerate delivery and reduce complexity.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n

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The value<\/p>\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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A foundation built to scale. <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The first business unit went live in 9 months, running its full operations from day one on securely migrated client data. Because it was built for jurisdictional scalability, the same standard-aligned foundation rolled out to further business units in a follow-up project \u2014 the basis for a bank-wide, global CLM platform.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n

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