Compliance-aware implementation
We design with your regulatory obligations in mind, not just the standard template.
Industry Solutions
Client Relationships, Built for Regulated Finance
Financial Services Cloud gives advisers, brokers, and institutions a complete view of every client relationship, implemented with the compliance rigour financial services demands.
Overview
Financial services organisations need more from a CRM than most industries: household and relationship views, compliance documentation, and audit trails that hold up to regulatory review.
We implement Financial Services Cloud to fit the way advisers, brokers, and relationship managers actually work, while keeping compliance requirements built in rather than added on afterwards. See how we did it for P&N Bank.
Key Capabilities & Use Cases
Household & Relationship Mapping
A complete view of client relationships, dependants, and referral networks.
Financial Goals & Planning Tools
Tracking client goals, milestones, and advice history in one place.
Compliance & Disclosure Documentation
Configuration that supports the record-keeping regulated advice requires.
Lead & Referral Management
Structured pipelines for advisers and brokers to manage new business.
Integration with Core Banking & Advice Platforms
Connecting Financial Services Cloud to the systems your business already runs on.
Why Silver Lining for Financial Services
Adviser-focused configuration
Built around how relationship managers and advisers actually spend their day.
Proven integration experience
Comfortable connecting Financial Services Cloud into complex, regulated system landscapes.
Next step