Top Salesforce Financial Services Cloud Consultants

Financial institutions face constant pressure to modernize legacy systems, meet evolving regulatory requirements, and deliver hyper-personalized client experiences. Salesforce Financial Services Cloud (FSC) offers a unified platform built to support these goals across banking, insurance, lending, and wealth management. It enables firms to centralise customer data, improve advisor productivity, and streamline compliance-heavy processes.

Yet, successful FSC adoption requires more than just software. It depends on the right implementation partner—one who understands the nuances of financial services, builds scalable architectures, and integrates FSC into broader business operations. From enabling real-time insights to enhancing client journeys, expert consultants can turn FSC into a competitive advantage.

This blog profiles the top Salesforce Financial Services Cloud consulting firms. Each has a strong track record of successful deployments, industry-specific knowledge, and proven capabilities to support digital transformation at financial institutions of all sizes.

Leading Salesforce Financial Services Cloud Consultants Across the Globe

Here are the top Salesforce Financial Services Cloud consultants trusted by banks, insurers, and wealth managers worldwide. 

1. Ksolves

Ksolves, a Salesforce Summit Partner, stands out for its focused expertise in implementing Salesforce FSC for mid-size banks, NBFCs, and insurance tech platforms. As a leading Salesforce Financial Services cloud consultant, their agile delivery and custom development capabilities help clients realise faster ROI and long-term flexibility.

Key Highlights:

• Proven experience with FSC implementations for global financial firms
• Expertise in automating onboarding, compliance tracking, and customer 360° views
• Known for rapid deployment, custom modules, and post-go-live support

Salesforce Services Offered:

• Salesforce FSC deployment, configuration, and optimisation
• Integrations with loan origination systems, KYC/AML platforms, and billing software
• Visualforce and Lightning component customisation
• Ongoing managed services and enhancements

2. IBM Consulting

IBM Consulting delivers large-scale Salesforce Financial Services Cloud solutions for banks, wealth managers, and insurers. Their enterprise experience and AI-first strategy make them ideal for institutions seeking scalable, future-ready platforms.

Key Highlights:

• Expertise in integrating FSC with core banking, insurance, and wealth platforms
• Advanced AI and data solutions to improve advisor productivity and client insights
• Global delivery model suited for complex, multi-region deployments

Salesforce Services Offered:

• End-to-end FSC implementation and advisory
• AI-powered customer intelligence and workflow automation
• Integration with ERP, CRM, and compliance systems
• Custom solutions for retail banking, commercial lending, and insurance

3. Cognizant

Cognizant is a globally recognised Salesforce partner with deep capabilities in financial services transformation. Their team combines domain experts, cloud engineers, and regulatory consultants to deliver scalable FSC solutions across retail banking, asset management, and insurance.

Key Highlights:

• Strong focus on data compliance, customer segmentation, and omnichannel experience
• Robust integrations with policy management, claims, and underwriting systems
• Global delivery backed by accelerators and reusable components

Salesforce Services Offered:

• Full-cycle FSC implementation and strategy
• Data migration, cleansing, and governance for compliance-heavy environments
• Development of custom dashboards for advisors and relationship managers
• AI-driven insights and automation for front and back office

4. PwC

PwC brings a strategic, compliance-driven approach to Salesforce Financial Services Cloud implementations. They’re trusted by major banks, insurance firms, and wealth managers to execute programs that don’t just modernize operations but realign them to regulatory, risk, and customer engagement goals.

Key Highlights:

• Strong focus on aligning FSC with financial governance, audit, and regulatory standards
• Known for rapid diagnostic workshops and CX transformation frameworks
• Experience across consumer banking, asset management, and digital insurance

Salesforce Services Offered:

• FSC deployment with risk and compliance integration
• Development of single customer views and advisor dashboards
• Financial planning and product recommendation engines
• Regulatory data handling aligned with GDPR, HIPAA, and PCI standards

5. Deloitte Digital

Deloitte Digital is widely regarded for its deep financial services insight and enterprise-grade Salesforce implementations. As a trusted Salesforce Financial Services Cloud consultant, they lead with strategy and follow through with execution, helping institutions reimagine client relationships, streamline operations, and capitalise on cloud and AI technologies.

Key Highlights:

• Focused on digitising high-value use cases such as onboarding, wealth planning, and dispute resolution
• Expertise in enterprise-scale architecture, microservices, and financial data mesh
• Delivers long-term support through its Digital Banking and Insurtech centres of excellence

Salesforce Services Offered:

• FSC implementation across commercial, retail, and wealth banking
• Workflow automation and AI-assisted service models
• Integration with trading, underwriting, and portfolio systems
• Org-wide change management and user training programs

6. Tech Mahindra

Tech Mahindra combines domain expertise in financial services with engineering capabilities to deliver scalable Salesforce FSC implementations. Their focus on speed-to-value and cost-efficiency makes them a strong fit for growing fintechs, insurers, and legacy institutions undergoing transformation.

Key Highlights:

• Strong at integrating FSC with legacy core banking and insurance systems
• Offers accelerators for claims management, client onboarding, and loan servicing
• Known for delivering results under tight deadlines and budget constraints

Salesforce Services Offered:

• Full lifecycle Salesforce FSC deployments
• Custom data models and journey mapping tools for B2B and B2C financial services
• Mobile-first client portals and advisor apps
• Post-deployment support and managed services

7. TCS (Tata Consultancy Services)

TCS leverages its global presence and cross-sector experience to deliver Salesforce FSC solutions that drive efficiency, agility, and client satisfaction. Known for its process-led implementation methodology, TCS works with global banks and insurers to standardise operations and build connected customer journeys.

Key Highlights:

• Deep experience in digital KYC, loan origination, and wealth onboarding
• Strong focus on data security, scalable architecture, and integration across platforms
• Offers cloud-native FSC solutions for clients modernising from legacy CRMs

Salesforce Services Offered:

• End-to-end FSC strategy, deployment, and training
• Smart analytics for risk profiling, upsell recommendations, and churn detection
• Migration from legacy CRM/ERP tools to unified FSC ecosystems
• Custom module development and Salesforce Center of Excellence setup
  

8. KPMG

KPMG blends regulatory knowledge with cloud transformation capabilities, making them a strong partner for Salesforce Financial Services Cloud consultant projects in highly governed environments. Their consulting model focuses on building compliance-first architectures while elevating client experience.

Key Highlights:

• Specialises in delivering FSC solutions that align with financial regulations like MiFID II, Dodd-Frank, and SEBI
• Offers accelerators for compliance workflows, risk scoring, and investor disclosures
• Trusted by major financial institutions for digital transformation and data governance

Salesforce Services Offered:

• FSC implementation with risk and compliance frameworks
• Wealth and asset management use-case development
• Financial crime monitoring integrations
• Data privacy, audit trails, and cloud security services

9. Accenture

Accenture stands out for delivering highly scalable and customisable Salesforce FSC implementations across global financial markets. With deep experience in retail banking, investment platforms, and fintech, Accenture enables financial firms to become agile, customer-focused, and data-driven.

Key Highlights:

• Experience with multi-country rollouts and high-security financial platforms
• Integrates AI and machine learning into client lifecycle management and credit decisioning
• Known for its data-led transformation approach, using real-time insights to improve client outcomes

Salesforce Services Offered:

• Multi-entity FSC deployments across global banking groups
• Integration with core banking, fintech APIs, and third-party data feeds
• AI-powered lead scoring, advisor workflows, and wealth tracking
• End-user enablement and enterprise-grade governance

10. Infosys

Infosys provides end-to-end Salesforce FSC consulting services tailored for both traditional financial institutions and emerging fintechs. With a focus on automation, user experience, and interoperability, Infosys helps financial businesses build modern, cloud-native platforms.

Key Highlights:

• Offers pre-built industry templates for insurance, wealth management, and digital lending
• Delivers FSC solutions integrated with RPA, blockchain, and data lakes
• Known for accelerating time-to-market through agile, sprint-based execution

Salesforce Services Offered:

• FSC implementation and cloud migration
• Custom journeys for investors, advisors, and policyholders
• Legacy system integration with real-time data pipelines
• Continuous enhancement and DevOps-backed support

Final Thoughts

Salesforce Financial Services Cloud consulting and implementation is a strategic move that can unlock real operational and client-facing benefits, but only when led by a knowledgeable partner. Whether you’re modernizing retail banking, enhancing wealth advisory, or optimizing insurance processes, the  Salesforce Financial Services Cloud consultants highlighted in the list have demonstrated expertise across varied use cases and industries.

Choosing the right Salesforce FSC consultant means more than just technical execution. It’s about ensuring your financial institution is ready to meet customer expectations, respond to regulatory changes, and innovate at scale.