Consulting Services for Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

Salesforce Customer Success is a community of customers and employees committed to driving success for our customers and our customers' customers. From easy to use resources to embedded solution experts, organizations can elevate their AI capabilities and get the most value out of their Salesforce investment. Our comprehensive success portfolio includes: Success Plans - 3 levels of innovative tools, guidance, and support to help you achieve your ambitious goals: - Standard Success Plan: Self-guided resources included with all licenses. - Premier Success Plan: Personalized programs and expedited support. - Signature Success Plan: Proactive partnership and the fastest support. Professional Services: Trusted advisors to help accelerate your time to value with AI + Data + CRM.

Coastal® is the consultancy you can trust to turn Salesforce, Snowflake, data and AI into lasting business value—backed by a 5/5 customer rating. With thousands of happy customers, we bring clarity to your complexity and a track record you can count on. We start with what you want to achieve, not just what to build, then design and deliver what gets you there. Our approach helps you prioritize what matters most, build the right solutions, and keep them generating value over time. Coastal teams bring industry fluency and cross-cloud skills from day one, using AI and accelerators to shorten project timelines and reduce risk. We stay accountable after go-live, continuously evolving your platforms, data, and AI so value compounds. Backed by the global strength of Tata Consultancy Services (TCS), we operate with enterprise-grade rigor, access to thousands of certified resources, and a client-first mindset that’s widely recognized across the ecosystem. Don’t just take our word for it: ✔️ ISG’s top-ranked Salesforce and AI consultancy ✔️ 5/5 Salesforce AppExchange rating with more than 500 reviews ✔️ Three Salesforce Partner Innovation Awards www.coastal.us

Accenture is a global professional services company providing consulting and implementation services across strategy, technology, and operations. Accenture's practice spans management and strategy consulting, technology implementation and systems integration (including SAP, Microsoft, Salesforce, AWS, Google Cloud, Oracle, Workday, ServiceNow, and Adobe ecosystems), managed operations and business process services, data and AI consulting, cybersecurity, and cloud migration. Accenture Song focuses on customer experience and digital product design, while Accenture Industry X applies digital engineering to industrial and manufacturing operations. The firm serves clients across industries including financial services, healthcare, the public sector, retail, and communications, combining industry-specific expertise with large-scale delivery capability.

Appirio, a Wipro Company, develops modern business applications for enterprise companies and delivers the tools they need to attract top talent, boost collaboration, and deliver exceptional customer experiences. Our experience-led strategy focuses on the four pillars of success: implementation success, user success, operational success, and financial success to close the value gap and to ensure customers realize the full value of their technology investments. Appirio, founded in 2006, is a global strategic partner of Salesforce and long-time Google partner who has helped over 3,000 enterprises adopt effective cloud-based solutions across industries, including Healthcare & Life Sciences, Banking, Higher Education, Manufacturing, and Retail. We are invested in building industry-focused accelerators that improve time to value and are repeatedly recognized as a key partner in innovation by Salesforce and among the best places to work across the globe.

Salesforce Consulting and Implementation Services.

Unlock the potential of your Salesforce investment with the 5-Star Summit Salesforce Partner, Access Global Group, a FormativGroup company. Our curated team of Salesforce experts will utilize a customer-centric approach to provide intuitive solutions for your organization. Consulting Services Include: Salesforce Implementation Services, Salesforce Optimization Services, Salesforce Integration Services, Salesforce Managed Services, Salesforce Cloud Services, Salesforce Staffing Services, Salesforce QuickStart Programs Awarded, Trusted & Proven to Deliver Salesforce Results - Average Salesforce Consultant Experience 10+ Years - 400+ Salesforce Certifications - 500+ Salesforce Integrations - 1700+ Salesforce Projects - 120+ Staff - 5-Star Salesforce Summit Consulting Partner

Consulting and Implementation Practice.

CloudMasonry is a Salesforce consulting partner, delivering success with transformative cloud-based business services and partner solutions. Registered Salesforce Consulting Partner Consulting Resources with +10 years of Salesforce Experience We offer a tailor-made approach for enterprise organizations, guiding each through the challenges of working with and harnessing the potential of cloud-based tools such as Salesforce. With over a decade’s dedicated experience in the field, CloudMasonry’s business-to-business consulting services are built on a foundation of experience across a range of industries. CloudMasonry was built on the knowledge that many existing Salesforce customers often struggle to utilize Salesforce to its fullest. With Salesforce pushing out three technical releases a year, we looked around and saw that Salesforce customers too often felt like they couldn’t keep up. At the same time, we knew all about the powerful features of Salesforce like Field Service Lightning and know just how powerful they can be. The aim of CloudMasonry is to partner with Salesforce clients to maintain their current CRM while incorporating its very best features, leading to a robust, up-to-date Salesforce-powered solution. SERVICES PROVIDED: Data Migration & Complex Integrations End User Training Salesforce Value Assurance / Health Checks Salesforce Implementation Progam Oversight Technology Roadmapping / System Design Managed Services / Ongoing Innovation

Cloudsquare is the most robust end-to-end lending platform, powered by Salesforce. The loan origination software and loan servicing software is designed to help lenders and brokers automate, streamline, and scale their lending operations. It provides a comprehensive suite of modules that manage the entire lending lifecycle, from application to repayment, while offering unmatched flexibility, automation, and integration capabilities. Cloudsquare serves a variety of lending verticals, including equipment financing, merchant cash advances, term loans, and more. The platform is ideal for organizations seeking to eliminate inefficiencies, improve borrower and partner experiences, and drive smarter decisions with real-time insights. Built on Salesforce, Cloudsquare ensures security, scalability, and customization to adapt to any business need. As a completely customizable platform, Cloudsquare enables users to automate workflows, simplify processes, and integrate seamlessly with third-party systems and APIs. Loan Origination Software * Automates application intake, credit decisioning, and document management. * Offers customizable workflows to streamline approvals and enhance borrower onboarding. * Dynamic assignment rules optimize deal distribution across teams. Loan Servicing Software * Tracks repayments, disbursements, and balances with ease. * Provides real-time visibility into borrower accounts for better decision-making. * Offers robust reporting and analytics to manage risk and monitor portfolio performance. Flexible Automation * Customizable settings allow users to tailor the system to their unique requirements. * Automates repetitive tasks, reducing errors and improving operational efficiency. * Supports ACH processing and dynamic disbursements to simplify payments. Real-Time Analytics and Insights * Advanced reporting tools provide actionable data for risk management and business optimization. * Dashboards offer a holistic view of lending operations, helping users track key metrics. Seamless Integration * Easily connects with third-party apps and APIs for enhanced functionality. * Integrates with existing tools to provide a unified, end-to-end lending solution. * Supports syndication and accounting features to manage complex financial processes. Benefits of Cloudsquare 1. Improved Efficiency with Prebuilt Lending Workflows: Automates manual workflows, saving time and reducing errors. 2. Enhanced Borrower Experience: Delivers seamless, transparent processes from application to repayment. 3. Data-Driven Decisions: Offers real-time insights and analytics to optimize lending strategies. 4. Regulatory Compliance: Ensures adherence to industry standards with advanced risk and compliance tools. 5. Scalability: Grows with your business through customizable settings and a robust Salesforce foundation. Cloudsquare eliminates inefficiencies, accelerates growth, and enables businesses to deliver unparalleled borrower and partner experiences. By combining automation, customization, and integration, it stands out as a definitive solution for lending and brokering success. Whether you’re a small broker or an enterprise lender, Cloudsquare’s loan origination software and loan servicing software empower you to optimize your operations and achieve your growth goals.

Ad Victoriam is a Salesforce Platinum Partner and MuleSoft Partner who provides mission-critical, consulting services, from strategy to implementation. Our nimble team of certified professionals across the United States accelerates businesses by simplifying complex problems through cloud and data expertise. As a Certified B Corp, we balance purpose with profits and have made a strong commitment to the community.