Financial relationships, fully connected

Financial Services Cloud provides a Salesforce data model built for financial services organisations. Cospire deploys FSC for public sector pension funds, housing finance teams and government financial bodies who need relationship-centric records with compliance built in.

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Financial services organisations manage complex relationships between individuals, households, organisations and financial products. FSC models these relationships natively, giving your teams a complete view of every connection, every product and every interaction without custom development.

Financial Services Cloud relationship model

Financial ServicesCloud Households & groups Relationship mapping Financial accounts Balances & transactions Action plans Repeatable processes Interaction summaries Compliance documentation Compliant data sharing Role-based visibility Rollups & aggregations Portfolio & household totals MULESOFT INTEGRATION LAYER Treasury systems Pension platforms Legacy finance

FSC capabilities

Relationship modelling

Households, group memberships, organisational hierarchies and advisor relationships mapped natively. See every connection at a glance.

Financial account tracking

Financial accounts linked to individuals and households with balances, transactions and product details in a single view.

Action plans

Standardised, repeatable processes for onboarding, reviews, complaints and compliance activities with task tracking and deadlines.

Interaction summaries

Structured records of every meeting, call and communication. Compliance-ready documentation of advice given and decisions made.

Compliant data sharing

Role-based visibility rules that control who sees what. Built for regulatory environments where data access must be governed and auditable.

Rollups and aggregations

Automatic calculations across related records providing portfolio views, household summaries and organisational totals without custom code.

Why Financial Services Cloud

Relationship-first

FSC models the complex web of financial relationships that generic CRM cannot. Households, groups and hierarchies are native objects, not workarounds.

Compliance by design

Audit trails, interaction logging and data sharing rules built into the platform. Designed for FCA, pension regulations and public sector financial governance.

Connected through MuleSoft

FSC does not work in isolation. Cospire connects it to your treasury, pension and legacy finance systems.

Ready to connect your financial relationships

We will map your financial services requirements to FSC, connect your systems and get your teams working with a complete relationship view.

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