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NexGen Blog

Introducing Financial Services Cloud
Posted By:  Maria Kelley
Monday, March 14, 2016

NexGen Consultants Extends Reach of Salesforce Financial Services Cloud with Implementation and Customization Services 


NexGen Consultants participates as Salesforce Financial Services Cloud launch partner to transform the client-advisor experience by offering configuration, consulting, training and implementation services 

SAN FRANCISCO – Mar. 8, 2016 – NexGen Consultants today announced it is extending the reach of Salesforce Financial Services Cloud with implementation and customization services to tailor the solution for each financial advisor and firm. Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients anywhere and on any device.

Financial Services Cloud Implementation Package Key Features

●       NexGen has implemented Salesforce for more than 300 wealth management firms and will leverage this expertise to implement and customize Financial Services Cloud. With a strong knowledge of the industry, NexGen will tailor the solution for each financial advisor and firm, enabling them to connect to, and build stronger relationships with, their clients. 

Comments on the News

●       “NexGen is excited to help wealth managers tailor Financial Services Cloud to their individual needs. This is a forward-thinking product that will advance the industry as a whole,” said Matt Mountain, President of NexGen Consultants.

●       "The future is here, and it's advice, not administrative tasks. Salesforce is transforming the advisor-client relationship for the digital age," said Simon Mulcahy, GM of Financial Services, Salesforce. "NexGen Consultants is supporting Salesforce in its mission to deliver a new era through proactive, personalized and goal-based collaborative advice."

About Salesforce Financial Services Cloud

Salesforce Financial Services Cloud is transforming the client-advisor relationship by empowering advisors to build deeper, 1-to-1 relationships with clients; enabling advisors to spend less time on administrative tasks and more time focusing on investors; and allowing advisors to engage more comprehensively with clients and their households on any device at any time.

Additional Resources

●       Like Salesforce on Facebook:

●       Follow Salesforce on Twitter:

●       Salesforce Financial Services Cloud:

●       Follow NexGen Consultants on Twitter: NexGenCon

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About NexGen Consultants

Founded in 2007, NexGen is a Salesforce Consulting artner headquartered in Cincinnati, Ohio offering configuration, implementation, consulting and training of Salesforce and NexGen partners with clients to improve business processes by leveraging Salesforce and other cloud solutions.


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Maria Kelley 
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