Financial Services Cloud Launchpad
Setup FSC for a 360° Account View in Just 12 Weeks
- Structured setup starting at $229K
- Connect to Fiserv, Jack Henry, FIS, etc.
- 12 weeks to foundational rollout
- Setup starting at $229K
- Link to Fiserv, Jack Henry, FIS, etc.
- 12 weeks to foundational rollout
Household View
See every customer relationship in one connected view.
Seamless Handoffs
Keep lending and relationship teams in sync, start to close.
Smarter Pipelines
Track referrals and deals faster, with full team visibility.
Aligned Data
Unify Salesforce and core systems with real-time accuracy.
Smarter Pipelines
Aligned Data
Seamless Handoffs
Household View
Turn your Purchase Into Immediate Progress
Invest in a Solid Foundation That Lasts
Learn how Fortimize delivers real outcomes — not just hours.
Configure, Connect, and Deliver Value Fast
Everything you need to activate your Financial Services Cloud foundation.
Customer Data Model
Build a unified structure for account relationships.
Core System Connection
Map Salesforce with your core to keep records in sync.
Data Quality & Visibility
Standardize records for accurate account insights.
Team Collaboration
Share referrals, pipelines, and household views.
Fortimize Delivers
Trusted by institutions and real estate leaders, modernizing Salesforce securely.
2012
- Salesforce
- Partner
4.9/5
- AppExchange
- Rating
97.8%
- On-Time,
- On-Budget
3.5 y
- Avg. Client
- Engagement
Iterative Planning
FSC Launchpad can stand alone as a 12-week rollout or serve as the first step in our modular Navigator Series, designed for flexibility and continuous delivery.
The following roadmap is an example and can be reordered at any time.
Product | Time to Value | Typical Price Range | Top Outcomes |
|---|---|---|---|
FSC Launchpad | Month 3 | $229 – $298 | Establish a 360° account view, unify data, and create a compliant foundation for deposits and lending. |
Marketing Cloud | Month 5 | ~$150 | Launch personalized onboarding and re-engagement campaigns to drive cross-sell and upsell opportunities. |
Agentforce Agent | Month 6 | ~$39 | Automate case summaries and internal knowledge access with AI-driven support for employees. |
Service Cloud | Month 11 | ~$460 | Unify case management to centralize service intake and resolution. Deliver faster outcomes through a single console built for AI-ready customer service. |
Incentives & Lending | Month 14 | ~$229 | Shorten loan cycles and simplify compliance with performance dashboards and KYC automation |
Customer Care | Month 20 | ~$229 | Expand Sales and Service Cloud to build proactive support with SLA tracking, an expanded knowledge base, and guided workflows. |
Collections & Recovery | Month 23 | ~$229 | Expand FSC to reduce delinquency and cost per case with data-driven, customer-friendly collections workflows. |
#1 FSC Launchpad
In just 12 weeks, teams gain complete customer and household data at their fingertips—enabling faster account opening and servicing with less swivel-chairing.
Turn on flexible, on-demand delivery with 3-, 6-, 9-, or 12-month terms. Adjust priorities or reorder modules at any time.
#2 IDP Accelerator
ANY ORDER — In just 3–4 weeks, banks can automate address and loan document processing to reducing manual entry, accelerating approvals, and improving data accuracy.
#3 Employee Agent Accelerator
ANY ORDER — Deploy an internal AI agent that automates customer summaries and case creation while enforcing defined access controls, permissions, and data policies.
#4 Marketing Cloud Launchpad
ANY ORDER — Link to FSC to automate onboarding, cross-sell, and re-engagement journeys to drive stronger acquisition, retention, and product adoption.
#5 Service Cloud Launchpad
ANY ORDER — Handle everyday requests—from balance questions to dispute tracking—through a single, connected system that improves response times and resolution accuracy.
#6 Incentives & Lending Accelerator
ANY ORDER — Centralize LOS and incentive management with end-to-end workflows for consumer, mortgage, and commercial lending.
#7 Omnichannel Customer Care System
ANY ORDER — Turn on advanced service features that connect loyalty programs, feedback loops, and issue resolution—combining AI-powered alerts and document management.
#8 Collections & Recovery
ANY ORDER — Then enable recovery workflows that automatically create delinquency cases, trigger timely outreach, and capture promise-to-pay commitments.
#1 FSC Launchpad
Build a 360° foundation in 12 weeks—unifying account data for faster, simpler service.
Turn on flexible delivery with 3-, 6-, 9-, or 12-month terms. Adjust priorities at any time.
#2 IDP
ANY ORDER — Automate address and loan docs in 3–4 weeks to cut manual work and speed approvals.
#3 Employee AI
ANY ORDER — Deploy an Employee Agent to automate summaries and case creation with built-in access controls
#4 Marketing
ANY ORDER — Connect with FSC to automate onboarding and cross-sell journeys to drive acquisition/retention.
#5 Service Cloud
ANY ORDER — Manage daily requests in one connected system—speeding responses and resolution.
#6 LOS/Incentives
ANY ORDER — From intake to incentive, manage every loan and approval in one connected system.
#7 Omnichannel
ANY ORDER — Enable advanced service tools that unify loyalty, feedback, and issue resolution with AI.
#8 Collections
ANY ORDER — Digitize delinquency cases, outreach, and promise-to-pay tracking with recovery workflows.
See how transparent delivery really works.
See how our delivery model helps institutions scale Salesforce without change orders or surprises.
RELATED RESOURCES
* These offers are accelerator-based MVP solutions intended for organizations already running Salesforce products such as Financial Services Cloud, Sales Cloud, or Service Cloud, and are purchasing MuleSoft to connect platforms. Pricing reflects standardized, repeatable builds and other assumed parameters and is subject to a pre-sales discovery call to confirm scope and pricing; exclusions apply.
