Sii Poland
SII UKRAINE
SII SWEDEN
Sii Poland
SII UKRAINE
SII SWEDEN
As a certified Salesforce partner, Sii helps banks, insurers, and wealth managers
gain a secure, AI-powered CRM built specifically for the financial industry.
Sii connects Salesforce Financial Services Cloud with your existing systems to give advisors a real-time, 360-degree view of every client – including personal, business, and household relationships. With structured data capture and clear visualization of complex relationship structures, your teams have all client context in one place, avoiding data gaps and inconsistencies and making it easier to deliver timely, personalized service.
Manual onboarding is often slow and repetitive. Using Salesforce Financial Services Cloud capabilities, Sii improves the process by automating client intake, identity verification, consent management, and KYC workflows – reducing onboarding time and accelerating time-to-revenue. Our experts implement digital onboarding solutions powered by Salesforce Data Cloud, integrating document flows and region-specific compliance checks to keep the entire process fast, secure, and audit-ready.
Sii configures Agentforce – Salesforce’s AI platform – to match your segmentation, business logic, and advisor workflows. This setup delivers actionable insights such as next-best offers, risk alerts, and personalized client outreach, directly within your CRM environment. With smart automation and real-time predictions, your advisors can make faster decisions, improve service efficiency, and scale personalized engagement with confidence.
By connecting your internal and external data sources through Salesforce Data Cloud, Sii builds scalable data models and ensures accurate reporting for audits and strategic planning. You gain access to real-time dashboards and analytics that help you track KPIs, monitor client performance, and stay compliant, making it easier to manage operations and make informed business decisions.
Financial Services Cloud comes with built-in features for banking, insurance, and wealth management, so you avoid long, expensive customizations and start seeing results faster. Sii accelerates delivery with ready-to-use components, agile methods, and certified experts—helping you go live quickly, cut costs, and reduce complexity.
Our team includes certified Salesforce Consultants, Solution Architects, Business Analysts, Developers, and Administrators with hands-on experience delivering FSC implementations for banks, insurers, and wealth managers. With over 500 certifications and domain-specific knowledge, we ensure your platform meets both business goals and compliance standards.
Sii provides full-cycle delivery of Financial Services Cloud, including process design, system integration, data modeling, regulatory configuration, user enablement, and ongoing optimization. We align FSC with your existing infrastructure, risk profile, and growth targets, ensuring smooth adoption and long-term performance.
As a Salesforce Certified Partner, Sii leverages pre-built FSC features tailored to banking, insurance, and asset management. From complaint tracking to financial goal planning, we accelerate implementation while maintaining full regulatory compliance and personalization powered by AI.
Read out FAQ
Salesforce Financial Services Cloud is a CRM platform designed specifically for banks, insurers, and wealth managers. It enables managing customer relationships at the household level, automating KYC compliance, planning financial goals, and leveraging AI for personalized client engagement.
Salesforce Financial Services Cloud offers 360° client views, automated KYC onboarding, goal tracking, complaint management, and AI-powered recommendations. Built-in features are tailored for banking, insurance, and wealth management to streamline regulatory compliance and deliver personalized service.
Sii provides end-to-end delivery of Salesforce FSC—from process analysis and architecture planning to integration, configuration, training, and optimization. We align the platform with your existing IT infrastructure and business goals to ensure smooth adoption and long-term value.
Financial Services Cloud includes built-in KYC workflows, consent management, and document tracking for secure, compliant digital onboarding. Sii integrates regional compliance checks, identity verification, and automated document flows to reduce risk and accelerate time-to-revenue.
By connecting internal and external data sources through Salesforce Data Cloud, Sii helps build a single source of truth for all client data. This enables audit-ready reporting, real-time KPI monitoring, and better strategic decision-making with accurate, centralized insights.
Sii configures Agentforce generative models to deliver next-best recommendations, risk alerts, and personalized offers within your advisors’ daily workflows. This allows banks and insurers to deepen relationships and scale personalized service with automation.
Implementation timelines depend on system complexity and required integrations. Thanks to industry-specific prebuilt components and Sii’s certified team, deployment can be accelerated to minimize customization costs and deliver faster time-to-value.
Sii is a certified Salesforce partner with over 100 experienced professionals, including consultants, solution architects, and developers. We have a proven track record delivering implementations for banks and insurers, ensuring regulatory compliance and tailored business outcomes.
Yes. Sii ensures seamless integration between Salesforce FSC and your core banking systems, KYC tools, CRM/ERP solutions, and external data sources. This eliminates data silos and supports end-to-end digitization of client management processes.
Costs vary based on user count, integration scope, and customization requirements. Sii offers flexible pricing models and tailored estimates to match your organization’s scale, complexity, and business goals.
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