How We Typically Help

• Build Salesforce around real workflows 

  • Structuring Salesforce so onboarding, advisory, underwriting, policy, and servicing processes happen inside the platform — not across spreadsheets, email, and disconnected systems. 

• Connect systems, data, and decision points 

  • Making sure advisors, underwriters, servicing teams, and operations are working from consistent information from initial engagement through ongoing client and policy lifecycle. 

• 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

Wealth management and insurance organizations 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 onboarding, advisory, underwriting, policy, and servicing workflows should operate inside Salesforce 

• Design data models for clients, households, accounts, policies, and products 

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

• Integrate Salesforce with portfolio systems, policy administration platforms, and supporting systems 

• Deliver reporting that reflects ongoing client and portfolio activity 

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 onboarding, advisory, and servicing workflows are actually being executed 

• Identify where processes break down or get worked around 

• Reconnect workflows so processes run end to end inside Salesforce 

• Clean up data models so reporting reflects real client and portfolio activity 

• 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 across more of the lifecycle. 

We work with you to: 

• Extend Salesforce into advisory, underwriting, policy, and servicing workflows 

• Introduce structured automation across approvals and documentation 

• Improve reporting across clients, portfolios, and operational performance 

• Replace inconsistent processes with something repeatable across teams 

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

AI and Automation in Wealth Management & Insurance Workflows

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

This includes: 

• Using Salesforce AI to move work across onboarding, advisory, underwriting, and servicing 

• Automating decision points and approval workflows 

• Generating client, policy, and compliance documents directly from Salesforce 

• Supporting document management, versioning, and audit requirements 

• Reducing manual work across advisory, underwriting, and service teams 

• Keeping processes moving without relying on individuals 

For many organizations, compliance, documentation, and servicing workflows are where the biggest gains come from — improving accuracy, reducing risk, and removing manual effort. 

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

Wealth management and insurance environments don’t stand still, and systems have to keep up. 

We support: 

• New products, policies, and advisory services 

• Changes in regulatory and compliance requirements 

• Standardizing how work is done across teams 

• Integrating new systems and data sources 

• 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.