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Financial Services Cloud (FSC) Jumpstart Package

Accelerate your Salesforce Financial Services Cloud implementation with Zucitech’s FSC Jumpstart Package — designed to help financial institutions unlock a 360° customer view, automate workflows, and improve operational efficiency within just 4 weeks.

What You Get with Our FSC Jumpstart Package

  • Quick & Direct Feature Access: Access essential Financial Services Cloud features tailored for advisors, bankers, and financial service teams.

  • 360° Customer Data View: Gain comprehensive insights into client profiles, financial accounts, household relationships, and investment data.

  • Smart Automation of Time-Consuming Tasks: Automate manual processes to reduce operational overhead and improve productivity.

  • Enhanced Analytics & Reporting: Get powerful dashboards and reports to track key performance indicators across your financial organization.

Included Configurations

1. Household Setup

We configure household and family structures for improved segmentation, marketing campaigns, and reporting.

2. Financial Accounts Configuration

Set up account records to track daily balances, NAV, asset classes, and other financial data.

3. Data Migration (Up to 100,000 Records)

Migration support for:

  • Leads

  • Accounts

  • Contacts

  • Opportunities with predefined CSV templates.

4. Dashboards & Reports

Up to 5 dashboards with corresponding reports to visualize KPIs at multiple levels.

5. Business Process Automation

Up to 5 workflows configured to streamline business operations.

6. Validation Rules

Up to 2 validation rules across Accounts, Contacts, Leads, and Opportunities.

7. Requirement Gathering

Up to 4 hours (remote) requirement workshop with your business and IT stakeholders.

8. Business Scope Coverage

  • Households

  • Financial Accounts

  • Advisor Home Page

  • Contacts

  • LeadS

  • Opportunity Pipeline

9. Roll-Out Plan

A complete deployment and adoption plan tailored to your org.

10. Training

2 days of complementary training for your teams.

Duration

4 Weeks

Package Fee

$7,000

Team Assigned

1 Project Manager

1 FSC Consultant

1 FSC Developer

1 Quality Analyst

Available Add-Ons

Onsite workshop sessions

Custom FSC enhancements

Additional data migration

Custom automation & app development

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