Turn disconnected data into real-time action.
Data Cloud helps you unify data across systems, build a 360° view of your customers, and act on it—all within Salesforce. At Lakeworth Digital, we help financial institutions activate Data Cloud in practical, business-focused ways: from ingestion and identity resolution to real-time segmentation and embedded insights.
Whether you’re starting from scratch or looking to get more from your data, we bring the strategy, architecture, and hands-on support to move quickly and get it right.
Design and configure FSC-ready data models that unify deposits, loans, households, and interactions into a trusted single source of truth.
Create user stories and issues, plan sprints, and distribute useful tasks across your best software team.
Consolidate fragmented records into accurate customer profiles, aligning households, guarantors, and product relationships.
Improve team performance based on real-time, visual data that your team can put to use for best results.
Enable hyper-relevant targeting across sales, service, and marketing with dynamic segments that update in real time.
Discuss and Prioritize your team’s work in full context with complete visibility and make changes for everyone.
Push unified customer insights directly into Sales, Service, Marketing, and Experience Cloud for immediate impact.
Create user stories and issues, plan sprints, and distribute useful tasks across your best software team.
Build ingestion pipelines and governance structures that keep your platform compliant, clean, and enterprise-ready.
Improve team performance based on real-time, visual data that your team can put to use for best results.
Activate insights in the flow of work with CRM Analytics and AI-driven personalization strategies.
Discuss and Prioritize your team’s work in full context with complete visibility and make changes for everyone.
