Insights

Straight answers to the questions banks actually ask about Salesforce, lending, compliance and AI — written by the people who do the work.

Digital Lending

Weeks, not months: compressing Salesforce lending delivery without cutting corners

Every lender has heard the horror story: an eighteen-month CRM programme that shipped a slower version of the old process. Speed and rigour aren't opp…

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Compliance

Consumer Duty is a workflow problem, not a reporting problem

The FCA didn't ask for better reports. It asked for demonstrably better outcomes — and outcomes live in the day-to-day flow of lending work, not in a …

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AI

Before Agentforce: the data foundation banks actually need

Every bank wants the AI agent. Few want to hear that the agent is the last 10% of the work. Here's the unglamorous 90% that decides whether your AI te…

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Platform

Still on Sales Cloud? What an upgrade to Financial Services Cloud really involves

Plenty of banks run on generic Sales Cloud, heavily customised, quietly creaking. The upgrade question isn't whether FSC is better for financial servi…

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Retail

One customer, whole household: what householding actually changes

Retail banks onboard accounts. FSC onboards relationships — the difference shows in conversion.

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Commercial

Group exposure you can trust: hierarchies done right

When the hierarchy is right, exposure is a query — not a committee estimate.

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CIB

Information barriers are platform rules, not etiquette

Need-to-know enforced by access survives an audit. Good intentions don't.

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AI

How did the agent decide? The question your regulator will ask

You won't be asked whether you use AI — you'll be asked to show one decision.

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