Go Live on Salesforce FSC—Faster, Smarter, and Built for Bankers
Salesforce FSC is powerful, but most banks struggle to unlock its value without the right configuration. Lakeworth’s Commercial Banking Accelerator delivers a fully-configured jumpstart tailored for Relationship Managers, Credit Officers, and Treasury Sales—so your teams spend less time wrestling with systems and more time serving clients.
Purpose-built Salesforce FSC configuration designed around commercial banking workflows:
Unified client views with legal entities, households, stakeholders, and COIs.
Track deal activity by RM, product, and group. Forecast confidently with embedded dashboards.
Understand cross-entity exposure and expand key relationships with built-in visibility.
Seamlessly connect FSC to credit, approval, and origination systems.
Embedded dashboards for pipeline, whitespace, and team performance.
Role-based UI for RMs and Credit with pre-defined layouts and workflows.
The Commercial Banking Accelerator was designed by former Salesforce ProServe leaders who understand the realities of banking delivery. It removes complexity and accelerates adoption—so your teams can focus on building relationships, managing risk, and closing more deals.
“Lakeworth Digital’s expertise in FSC Implementation and deep knowledge of Financial Services significantly accelerated our Salesforce implementation. From day one, they collaborated seamlessly with our teams and stakeholders, delivering strategic outcomes efficiently.” — Head of Salesforce Platform, Banking Customer
