How We Typically Help

• Build Salesforce around real banking workflows 

  • Structuring Salesforce so intake, underwriting, approval, and servicing happen inside the platform — not across spreadsheets, email, and disconnected tools. 

• Connect systems, data, and decision points 

  • Making sure teams are working off the same information, from initial request through servicing and reporting. 

• Turn Salesforce into a system of execution 

  • Embedding approvals, documentation, and process steps directly into workflows so work progresses consistently without relying on manual handoffs. 

Common Situations We Step Into

Banks and credit unions typically come to us in one of three situations: 

1. New Salesforce implementations 

For organizations implementing Salesforce for the first time, the priority is getting the foundation right. 

We work with you to: 

• Define how lending, onboarding, and servicing should operate inside Salesforce 

• Design data models that reflect members, relationships, accounts, and products 

• Structure workflows for intake, review, approval, fulfillment, and servicing 

• Integrate Salesforce with core systems and supporting applications 

• Deliver reporting that reflects what is actually happening day to day 

This is usually a strong fit for teams that want to get it right from the beginning, instead of rebuilding later. 

2. Recovering and stabilizing existing Salesforce environments 

For organizations where Salesforce exists but work is still happening outside the system, the focus is getting things back under control. 

We work with you to: 

• Understand how work is actually being done today 

• Identify where things break down or get worked around 

• Reconnect workflows so processes run end to end inside Salesforce 

• Clean up data models so reporting reflects reality 

• Start making steady, visible improvements 

This tends to work best for organizations that are ready to simplify and fix what’s there — not just keep adding more on top. 

3. Expanding Salesforce as a platform 

For organizations where Salesforce is already in place, the focus shifts to extending it into more of the business. 

We work with you to: 

• Extend Salesforce into new workflows, teams, and processes 

• Introduce structured automation across approvals and documentation 

• Improve reporting so leadership can see what’s really happening 

• Replace inconsistent processes with something repeatable 

This is typically where Salesforce starts becoming part of how the business runs, not just something a team owns. 

AI and Automation in Banking Workflows

A growing part of our work is applying Salesforce AI and automation to real operational processes. 

This includes: 

• Using Agentforce and Salesforce AI to move work across intake, review, approval, and documentation 

• Automating decision points in lending and servicing 

• Embedding approvals and document handling directly into workflows 

• Reducing handoffs between teams 

• Keeping processes moving without relying on individuals to carry work forward 

The focus is always practical — applying automation where it actually helps the business run better day to day. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many organizations, Salesforce either doesn’t have clear ownership or gets slowed down by layers around it. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• Take ownership of Salesforce across the business 

• Align it to priorities, workflows, and requirements 

• Define and manage what gets built and when 

• Coordinate across systems and teams 

• Deliver implementation, enhancements, and ongoing improvement 

This creates a single place where responsibility sits. 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• Work alongside your team on the parts that are slowing you down 

• Lead specific initiatives or problem areas 

• Fix areas that have degraded over time 

• Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Compliance, and Change

Banking environments don’t stand still, and systems have to keep up. 

We support: 

• • New lending products and services 

  • Changes in regulatory requirements 

  • Standardizing how work is done across teams 

  • Integrating new systems 

  • Keeping reporting consistent as things change 

We also support merger and acquisition scenarios, including: 

• • Consolidating multiple Salesforce environments 

  • Aligning data and workflows across entities 

  • Bringing systems together into a single platform 

This usually works best for organizations that want to simplify through change, not carry forward every variation. 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.