Enterprise FSC rollout with Lightning migration, OmniStudio onboarding, and compliant advisor workflows for a global financial services firm.
Salesforce Technical Lead · Multi-phase enterprise engagement
Challenge
Needed a modern Financial Services Cloud implementation with Classic-to-Lightning migration and advisor-ready workflows across a fragmented legacy CRM landscape.
Solution
Customized FSC with a redesigned Lightning experience, custom screens, and automated sales and service workflows. Delivered OmniStudio guided onboarding, Action Plans for KYC, branch-manager approval flows, and secure integrations for compliant client data handling.
A global financial services organization needed to replace legacy advisor tooling with a modern Financial Services Cloud platform — without disrupting regulated client workflows or MNPI handling requirements.
I led the Salesforce-side delivery: Lightning Experience migration, custom FSC configuration, and OmniStudio-guided onboarding flows that standardize KYC and approval steps across branches.
Action Plans, custom Lightning pages, and integration patterns were designed so advisors get a single 360° view while compliance controls stay enforced at every step.
Results
4.6/5 customer satisfaction rating, faster advisor onboarding, unified 360° client view, and compliant MNPI data handling across the enterprise.
- 4.6/5 customer satisfaction on delivered workflows
- Faster advisor onboarding and reduced manual data entry
- Unified 360° client view across 500+ advisors
- Compliant handling of MNPI and regulated data
Key Deliverables
- Classic-to-Lightning migration plan and execution
- OmniStudio guided onboarding and KYC Action Plans
- Custom Lightning screens and automated service workflows
- Branch-manager approval flows and MNPI-compliant integrations
- Advisor dashboards and unified household/client views
Technologies Used
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