Retail Banking FSC Accelerator

Launch Retail Banking on Salesforce FSC—Fast, Focused, and Ready for Growth

Retail banks and credit unions face growing pressure to deliver better digital experiences while managing scale, compliance, and efficiency. Lakeworth’s Retail Banking FSC Accelerator helps you get live faster on Salesforce Financial Services Cloud (FSC), with pre-built configurations tailored for deposits, consumer lending, and retail service operations.

What You Get

Purpose-built Salesforce FSC configuration designed around commercial banking workflows:

01. Customer 360 Profiles

Unified household and individual views with deposits, lending products, and service history in one place.

02. Account & Product Management

Pre-modeled data for deposit accounts, credit cards, and consumer loans—ready to extend.

03. Onboarding Journeys

Guided workflows for new customer onboarding, KYC/AML checks, and account activation.

04. Branch & Call Center Support

Configurations designed for frontline staff to serve faster with fewer clicks.

05. Service Case Management

Automated routing, SLA tracking, and integrated knowledge base for common requests.

06. Dashboards & Analytics

Real-time insights into deposit growth, cross-sell opportunities, and service performance.

Why It Works

The Retail Banking FSC Accelerator was built by former Salesforce ProServe leaders with deep retail banking experience. It leverages best practices from past implementations and focuses on usability—so your teams adopt the platform, and your customers feel the difference.