Lay a new foundation for long-term scalability and customer-centric operations with EPAM’s Salesforce Financial Services Cloud (FSC) Migration Offering. It’s made for financial services organizations across banking, insurance and wealth management. The offering is designed to support organizations in the transition from traditional Salesforce implementations or fragmented customer relationship management (CRM) systems to the full capabilities of Salesforce Financial Services Cloud.
Our tailored approach enables long-term scalability and customer-focused operations, enhances data integrity and supports compliance — with minimal disruption.
Key Challenges
Legacy CRM architectures that lack FSC’s industry-specific functionality and data model
High complexity and risk associated with migrating sensitive financial data
Limited internal resources and expertise in FSC implementation
Fragmented customer data leading to a poor customer experience (CX) and operational inefficiency
Uncertainty in compliance and governance alignment during transformation
Key Features & Benefits
Our Client Solutions/Engagements
A Tier 1 bank leveraged EPAM’s FSC migration approach to consolidate its retail client operations under a unified platform — reducing system complexity by 40% and improving onboarding times by 60%.