Salesforce For Firms Managing Clients In  Regulated Settings

We help financial services organisations streamline client management, track opportunities from enquiry to completion, and maintain a clear compliance trail.

Whether you’re advising clients, brokering finance or managing assets, Salesforce provides a single place to manage your pipeline, documentation and approvals.

Common challenges in financial services

We bring your client portfolio into Salesforce so you can see all interactions, documents and deal stages in one place.

We design opportunity stages that reflect how your business operates. For many brokers, an opportunity represents the process of securing a new client. Once the client is on board, a custom application tracking process can capture actual revenue figures based on commission amounts or other agreed terms.

Tracking which lenders have been sent applications, which applications have been made and the status of each is often manual and inconsistent. We’ve built custom solutions in Salesforce to track applications, their progress and their financial outcomes.

We configure document generation and e-signature processes in Salesforce, making it easy for clients to receive, complete and return documents quickly.

We create a clear audit trail of client communications and document versions to support FCA compliance and internal audits.

A roadmap that grows with you

We usually start by mapping how enquiries become opportunities and how those opportunities progress through to completion. From there, Salesforce can support:

  • Client portfolio management
     Keep all contact details, history and related records in one system

  • Tailored opportunity processes
     Match Salesforce stages to your specific client onboarding journey

  • Application tracking
     Capture application details, track progress and calculate actual revenue

  • Document generation and e-signature
     Produce and send documents for signing without leaving Salesforce

  • Compliance recordkeeping
     Retain a clear audit trail for all communications and approvals

  • Reporting and dashboards
     Create real-time views of pipeline, applications in progress and business performance

Every build is shaped around your service model and compliance requirements, so your team can work efficiently while meeting regulatory obligations.

Let’s talk Salesforce

Whether you’re advising clients, brokering finance or managing assets, we can help you design Salesforce to track every opportunity, application and approval.
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 info@appdraft.com
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