Our Implementation Services

Salesforce Financial Services Cloud

Financial Services Cloud Featured Wide Image

Leverage a 360° view of your customer’s financial profile

Our Salesforce AppExchange Score
As of February 3, 2022

Build connections, visualize data, and generate leads.

Salesforce Financial Services Cloud (FSC) is an integrated platform for clients in retail banking, wealth management, and financial institutions. You’ll be able to deliver goal-based advice quickly based on a holistic view of your client ready at the press of a button with an out-of-the-box ready solution.

Assess each relationship in detail

Visualize client households with in-depth profiles so your advisors can proactively engage and service clients with a better understanding of their needs and goals.

Generate Advanced Data Models

Build complex models of your clients to help assess their progress, needs and goals so you can offer timely advice when they need it.

Power Insights Through Analytics

Track opportunities, convert leads, and map out vital KPIs with preconfigured dashboards through a simple drag and drop interface for easy analysis and metrics.

Our Client Stories
Woodgate Featured Main Image
Woodgate Financial Inc.
Visualizing Wealth Management
Get the full story
Financial Services
Financial Services Cloud, Pardot
Mari Tech Featured Main Image
Mari-Tech Appraisal
Positioning a Platform Around Process Builders
Get the full story
Professional Services
Experience Cloud, Sales Cloud, Field Service
Merriam Featured Main Image
Merriam Music
Shifting Cycle Time from Weeks to Days
Get the full story
FinancialForce ERP Cloud, Supply Chain Management
Prev Next


Service Cloud Article 1 Listing Image
The Price of Poor Customer Service
Customer service can make or break how connected people feel to your brand. Field service personnel can be your best (and worst) ambassadors. It's up to you to make sure they have the right tools for the job.
Read More
Service Cloud Article 2 Listing Image
Pain Points in Professional Services and how to Fix Them
Enjoy this quick summary from Nubik about Salesforce Service Cloud and the top three top pain points for professional services organizations, along with tips to help you fix them and initiate a conversation with your team.
Read More
Service Cloud Article 3 Listing Image
10 Ways to Improve Customer Experience
Remote agents can play a key role in serving your customers and looking after their needs. Armed with the right technology and flexible systems, a remote workforce can help your business overcome any obstacle. Here are 10 ways to improve your customer’s experience with Salesforce Service Cloud.
Read More

Let's Get in Touch

  • This field is for validation purposes and should be left unchanged.

SalesForce AppExchange
As of February 3, 2022
July 20, 2021
Excellent support, product knowledge and flexible approach
Product Area Service Cloud,
Industry Manufacturing & Distribution
July 8, 2021
They know their stuff, and delivered earlier than expected. No surprises.
Product Area Sales Cloud, Non-profit Cloud
Industry Other
January 27, 2021
Great team to work with! Results-oriented with a strong focus on adding value to the business processes.
Product Area Sales Cloud, Pardot
Industry High Tech
January 26, 2021
love working with Nubik, always a good experience

Product Area Sales Cloud, Service Cloud, Analytics
Industry Professional Services
January 21, 2021
Our company view Nubik not only as an implementation partner but a long-term partner that will be able to assist our company both now and in the future as we continue to improve and add more efficiencies and products to our org...
Product Area Sales Cloud, Service Cloud, Customer 360 Platform
Industry Manufacturing & Distribution
January 13, 2021
This partner is transparent during the overall process and all information is accessible live.

Product Area Sales Cloud, Service Cloud, Customer 360 Platform
Industry Energy
October 8, 2020
Absolute profesionnalism and knowledge. Nubik is the essence of Salesforce core values, period.
Product Area Sales Cloud
Industry Manufacturing & Distribution
October 5, 2020
Very good partnership !
Product Area Sales Cloud, Service Cloud
Industry Engineering, Construction, & Real Estate