GoodFirms Top Mobile App Company
Recognised for building mobile apps that Australian businesses can launch, scale and trust.
Salesforce Financial Services Cloud Implementation for Australia's Regulated Businesses
Built for AU banks, advice firms, super funds, and insurers carrying APRA CPS 230, ASIC, and AUSTRAC obligations into every client interaction.
Unlock Financial Services Cloud
Full-Stack Salesforce FSC Implementation for Australia's Financial Sector
Working with mutual banks, AFSL-holding advice firms, general insurers, super funds, and non-bank lenders on FSC rollouts that survive an APRA review.
FSC Implementation and Data Model Setup
Most failed FSC projects started life as a Sales Cloud build with industry objects bolted on. We start at the FSC data model itself, households, financial accounts, relationship groups, so the screens advisers and bankers use every day rest on the right foundation.
Core Banking and Wealth Platform Integration
We've connected FSC to Temenos T24, Ultradata Ultracs, Iress XPLAN, Bravura Sonata, HUB24, and Guidewire through MuleSoft with event-driven sync. Real-time for the client view, near real-time for the transactional side.
Agentforce for Financial Services
Salesforce is rebranding FSC as Agentforce Financial Services. We deploy the prebuilt agents for advisers, bankers, and service reps inside your existing org, with the same audit log and approval gates your humans already work under.
Household and Relationship Modelling
A four-generation family with two SMSFs and a discretionary trust will break a plain CRM. FSC relationship groups and Flexible Hierarchies handle it, mapped against beneficial ownership and AUSTRAC KYC requirements from the build phase.
Line of Business Configuration
We implement Salesforce wealth management CRM across Australia for advice firms, super funds, and private banking teams, with the same FSC data model serving retail banking and general insurance underneath. A client doesn't disappear when they move between products, and DDO controls sit embedded for product distribution.
Compliance and Regulatory Controls
APRA CPS 234, CPS 230, ASIC reporting obligations, AUSTRAC AML/CTF, and the NDB scheme all live as platform controls inside FSC. When Agentforce reverses a fee or updates a beneficiary, the approval and audit trail fire automatically.
We Bring Agentforce, Einstein, and Data Cloud Into Your FSC Org
Agentforce, Einstein, and Data Cloud now sit inside FSC as working components of the adviser and banker workflow, instead of being future roadmap items.
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Agentforce Financial Services & Einstein for FSC
Drafting meeting prep packs, surfacing the next conversation per household, and completing platform actions inside FSC with the same controls that govern your human advisers, while Churn signals, next best action, and life-event detection run against household-level data, flagging the conversations advisers should be having this week.
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Data Cloud
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Sales Cloud
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Service Cloud
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Marketing Cloud & Loyalty Management
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MuleSoft
The integration layer between FSC, your core, wealth platform, and Guidewire runs on MuleSoft with replay and observability designed into the architecture.
Our Project Portfolio
VT Digital is an Australian-owned Salesforce Financial Services Cloud implementation company helping financial institutions deliver personalized client experiences, streamline operations, and drive sustainable growth.
Belle Medical: Automating Belle Medical Operations with A Unified Salesforce Platform
Making Belle Medical operations more efficient by introducing advanced functions that improve user engagement.
48%
faster appointment scheduling
35%
increase in patient interactions
99.9%
data uptime with secure architecture
Kiteworks – Global Sales & Marketing Automation with Real-Time Data
Unifying KiteWorks' Salesforce and HubSpot with two way data sync and automation built to scale across a growing global business.
21%
reduction in lead response time
23%
reduction in manual data entry
20%
improvement in landing page performance
Why Australian Financial Services Teams Pick Us as Their Financial Services Cloud Partner in Australia
We Build for the Audit Team
FSC builds that pass a Salesforce demo and fail internal audit are the cautionary tale. We design for the audit team's questions during the build itself, well ahead of regulatory review.
The Integration Layer Is Where Most Projects Stall
Every FSC rollout lives or dies between the platform and Temenos, Ultradata Ultracs, Iress XPLAN, Bravura, or Guidewire. We build the MuleSoft layer with replay, idempotency, and monitoring.
Senior Consultants Who've Done This Work
Our senior FSC consultants in Australia have delivered for mutual banks, AFSL advice firms, super funds, and general insurers. Lead consultants hold FSC Accredited Professional and Agentforce Specialist credentials.
Scope Your Board Will Approve
Fixed-scope phases or capped T&M with a published rate card and written change control. Board risk committees won't accept open-ended hours, and our scope documents reflect that.
We Deliver Salesforce Services Across Industries
Recognised Where Australian Businesses Look for Tech Partners
From mobile apps to AI, ecommerce and healthcare platforms, our work is recognised by trusted industry directories across Australia.
MobileAppDaily Top Ecommerce App Company
Featured for ecommerce apps designed for smoother buying and stronger conversions.
Digital Reference Best Software Consultants
Named among trusted consultants helping Australian teams build smarter digital products.
Techreviewer Top Software Company
Listed for delivering reliable software across products, platforms and industries.
TopDevelopers Top AI Company in NSW
Recognised for practical AI solutions that improve workflows and decision making.
SelectedFirms Top Ecommerce Company
Featured for secure, scalable ecommerce platforms built for growth.
SuperbCompanies Top Healthcare Software Company
Recognised for healthcare software that supports teams, operations and care delivery.
The Right Tech That Works for an FSC and Agentforce Build
Testimonials
At VT Digital, we take great pride in providing top-notch service and results that truly make a difference. Our client reviews showcase the trust and satisfaction of our mates who have worked with us. Dive into their stories and find out how we can help you reach your goals!
Dr. Timothy Carey
PhD (Clin Psych) MSc (Statistics) FAPS GAICD CSci
Mckay Taylor
Chief revenue officer, Belle Medical
CRM SI & AI Development for Energy Efficiency Company
VT Digital’s work led to a 35% decrease in support ticket volume and increased first-call resolution rates. The team was responsive to feedback, adhered to timelines, demonstrated professionalism, and communicated clearly via virtual meetings. Their technical expertise impressed the client.
Robin Stam
CEO & Co-Founder, 28Watt
Cloud Consulting & SI for Accounting & Advisory Firm
VT Digital’s implementation of the customized solution led to a 50% increase in first-time fix rates and a boost in technician productivity. The team’s exemplary project management, deadline adherence, and responsiveness contributed to the project’s success. The team’s expertise was impressive.
Marco Carlei
Strategic CEO, SW Accountants & Advisors
Mobile App Dev & UI/UX Design for Banking Institution
VT Digital’s work significantly improved user engagement and retention, resulting in more time spent by customers on the app and an increase in repeat purchases. Their excellent project management, constant communication, honest feedback, and understanding of the local user base were outstanding.
Jacquelinej Ritchie
Customer Service Representative, MyState Bank
PPC Management for Financial Services Group
VT Digital scaled the client’s ad spend from $5,000 to $25,000 per month while maintaining a 4x ROAS. The client saw significant improvement in retention and repeat purchases. VT Digital was highly responsive and proactive. They implemented feedback quickly and provided data-backed recommendations.
Jack Oliver
Senior Analyst, Macquarie Group
Email Marketing for Corporate Advisory Firm
VT Digital helped the client increase email-driven sales from 7% to over 25% of their total sales, recover over 20% of previously lost revenue, improve engagement rates, and make their email list a valuable revenue channel. The team established clear timelines and responded promptly to data trends.
Charles Edward
Director, Lazard Australia
What We’re Seeing & Learning
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Deliver Personalized Financial Experiences with Salesforce FSC Implementation
Request A Free ConsultationFrequently Asked Questions
We Understand Your Questions
The Salesforce edition built for banks, wealth firms, insurers, and lenders. Households, financial accounts, goals, policies, and relationship groups all ship inside the data model itself, with no custom object work required.
FSC starts at AU$420 per user per month for Sales or Service Enterprise, AU$455 combined, AU$700 Unlimited. Implementation in Australia typically runs AU$200k to AU$900k depending on core integration scope.
FSC ships with the platform-level controls APRA and ASIC reviewers expect to see. The build phase is where compliance lives or fails: configured consent capture, audit logging, role-based access, and breach reporting against the NDB scheme.
Sales Cloud is the generic CRM. FSC adds the financial services data model, households, accounts, goals, policies, claims, relationship groups, plus compliance controls. That data model alone saves months of custom Apex.
Yes. We've connected FSC to Temenos T24, Ultradata Ultracs, Iress XPLAN, Bravura Sonata, HUB24, Netwealth, nCino, and Guidewire through MuleSoft. Real-time client views, near real-time transactional sync.
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Sydney: Three International Towers, Suite 103 Level 24/300 Barangaroo Ave, Barangaroo NSW 2000, Australia
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