Your FSC org is
more powerful
than you're using it.
We specialize exclusively in Salesforce Financial Services Cloud — not as a module of a broader practice, but as the only thing we do. Our work surfaces unused OOB capability, eliminates unnecessary customization, and rebuilds implementations the way they should have been built.
The Problem
Why FSC implementations fail — and keep failing
FSC as a data model only
Most banks implement FSC but only use it as a data layer — Financial Accounts, Holdings, maybe Relationship Groups. The actual intelligence layer (ARC, Interaction Summaries, Referral OOB) sits untouched.
SIs incentivized to build, not configure
System integrators bill by the hour. Configuring an OOB feature takes half a day; building a custom equivalent takes two weeks. The incentive structure drives over-customization, even when it hurts the client.
Technical debt compounds fast
Every custom trigger, every bespoke Apex class, every workaround — they all need upgrades, documentation, and debugging. Three years post-go-live, your FSC org costs more to maintain than it did to build.
Low adoption becomes the norm
When FSC is poorly configured, advisors find workarounds. Shadow systems emerge. The org becomes a CRM of record that nobody actually records in — and leadership can't see the ROI.
Our FSC Depth
What we actually know — feature by feature
This isn't a credentials slide. Every capability below represents real implementation patterns we've seen go right and wrong across financial institutions in US, Caribbean, and LATAM.
Actionable Relationship Center (ARC)
Relationship Intelligence
Actionable Relationship Center (ARC)
ARC is FSC's centerpiece — a visual relationship graph that connects clients, households, accounts, and financial assets. Most orgs have it installed but never configured the relationship types, visibility rules, or action triggers that make it useful. We build ARC the way it was designed: as a live advisor workflow tool, not a pretty diagram.
Financial Accounts & Holdings Data Model
Data Architecture
Financial Accounts & Holdings Data Model
FSC ships with a robust Financial Account and Financial Holdings schema. The mistake most SIs make is building custom objects instead of using it — either because they don't understand the model or because custom objects mean more billable hours. We map your banking products to the native FSC schema first, then assess what genuinely needs custom extension.
Referral Management OOB
Workflow Automation
Referral Management OOB
FSC includes native referral management. Banks consistently build custom referral flows — custom objects, custom queues, custom reports. We see this in nearly every audit. The OOB solution handles 80–90% of referral use cases and takes days to configure vs. weeks to build.
Interaction Summaries
Activity Management
Interaction Summaries
Interaction Summaries are FSC's answer to logging client conversations with structured context — linking to accounts, financial goals, and referrals. They replace the custom activity objects that most orgs build unnecessarily. When configured correctly, they significantly increase advisor adoption because they're fast to complete.
FSC Sharing Model & Relationship Groups
Security Architecture
FSC Sharing Model & Relationship Groups
The FSC sharing model — Relationship Groups, branch-based access, advisor-client relationships — is a common failure point. Get it wrong at implementation and you'll spend years fighting data access bugs. We design the sharing architecture before any configuration starts, not as an afterthought.
OmniStudio in FSC Context
UI/UX Configuration
OmniStudio in FSC Context
OmniStudio (FlexCards, OmniScripts, DataRaptors) can significantly improve FSC UX — replacing rigid page layouts with dynamic, role-specific interfaces. The key is knowing when to use it and when standard FSC components are sufficient. Over-use of OmniStudio creates its own maintenance burden.
Einstein Relationship Insights
AI Features
Einstein Relationship Insights
ERI scans publicly available data to surface relationship intelligence — news, company connections, life events — and surfaces them in the FSC advisor view. Most orgs pay for the license and never configure it. Setup requires proper data model alignment and permission sets that most implementations skip.
Loan Origination Native FSC Path
Lending Workflows
Loan Origination Native FSC Path
FSC provides a native loan origination path that many banks bypass in favor of Apex-heavy custom builds. The native path handles application, credit, approval, and booking workflows with significantly less technical debt. We evaluate the native path first and only recommend custom extension where the business case is clear.
Jack Henry CoreDirector / T24 Integration Patterns
Core Banking Integration
Jack Henry CoreDirector / T24 Integration Patterns
Integrating FSC with core banking platforms — Jack Henry CoreDirector, Temenos T24, FiServ — requires patterns that go beyond generic Salesforce integration guides. We've built and reviewed these integrations across multiple banks and understand the data synchronization models, field mapping challenges, and real-time vs. batch trade-offs specific to FSC's data model.
Service Lines
Three ways to engage
Every engagement begins with a free 30-minute call. We don't start paid work until the fit is clear and the scope is agreed.
FSC Implementation Blueprint
For banks going live on FSC
If your bank is about to spend $2–5M on an FSC implementation, you need independent governance before your SI starts building. Our blueprint engagement produces a prescriptive FSC architecture that becomes the accountability framework for the engagement — specifying which OOB features to use, where customization is justified, and what the shared data model looks like.
Best for
CTOs and VP Digital at mid-size banks ($1B–$50B assets) pre-implementation
What you get
- FSC feature utilization map — OOB vs. custom decision for every requirement
- Sharing model architecture with Relationship Groups and branch access
- Data model specification aligned to FSC native schema
- Integration architecture for core banking (Jack Henry, T24, FiServ)
- Implementation risk register with mitigation guidance
- SI accountability checklist for project governance
FSC Org Health Audit
For banks already live on FSC
Your FSC org is live. Something feels off — low adoption, rising maintenance costs, advisors using spreadsheets alongside Salesforce. Our audit scans your metadata, measures your customization ratio, identifies unused OOB features, and produces a CXO-ready scorecard with a concrete remediation roadmap.
Best for
CTOs and Salesforce Admins at banks 1–3 years post-FSC implementation
What you get
- Full metadata analysis — custom vs. native feature ratio
- FSC feature utilization report (what's licensed vs. configured vs. actively used)
- Technical debt score with severity breakdown
- Apex/trigger complexity map — what's fragile and why
- Sharing model audit — common access bugs identified
- CXO-ready scorecard with ROI bleed quantification
- Prioritized remediation roadmap with effort estimates
Remediation & Advisory
Fix it properly, this time
After an audit, you have a roadmap. Remediation is how we execute it — rebuilding key areas using FSC-native features instead of custom code, untangling the sharing model, re-architecting data model misconfigurations, and replacing brittle Apex with configuration-driven solutions. Scoped based on audit findings.
Best for
Banks post-audit with clear remediation priorities identified
What you get
- ARC configuration and relationship type architecture
- Sharing model rebuild with proper Relationship Groups
- Custom-to-OOB migration (Referral, Interactions, Holdings)
- Integration optimization and performance tuning
- Advisor adoption enablement — training and documentation
- Post-remediation health score validation
Free Resource
FSC Org Health
Scorecard
Not sure where your FSC implementation stands? 10 diagnostic questions across four dimensions — platform utilisation, cost & technical debt, data integrity, and governance. Results and a branded PDF report are delivered instantly.
Free · 3 minutes · PDF report · No account required · No spam, ever
What you get
- Weighted score across 4 FSC dimensions
- Category breakdown — see exactly where gaps are
- Top 3 personalised priority fixes
- Downloadable 4-page PDF to share with your team
Opens at scorecard.techcivitas.com · Results delivered instantly
Free Conversation
30 minutes. No pitch.
Just honest FSC conversation.
Describe your situation. Get real feedback. No engagement required — we only take on paid work when the fit is unambiguous.