Financial services practice
Salesforce delivery for financial services and insurance teams.
Pulse Professional Services (formerly Madison Ave Consulting) builds the Salesforce processes and reporting that insurance and financial services teams run on, with senior architects on every engagement.
What we deliver.
- Client and service operations. Sales Cloud and Service Cloud configured around how your agents, advisors and service teams work.
- Reporting leadership can depend on. Tableau and Salesforce reporting rebuilt on a documented data model, with QA before every publication.
- Campaign and work order management. Requests, approvals and campaign execution in one Salesforce process, connected to the marketing tools you already run.
- Data and integration. Migration, cleanup, ETL and integration architecture, so every team reads the same numbers.
- Managed services. Admin support, release management and roadmap planning after go-live, from the team that built your org.
- AI and agents. We design, build and support Agentforce agents on data and processes we map first, and help teams choose between Agentforce and Claude for each use case.
Financial services customer stories.
Two services engagements for The Kilpatrick Group, a leader in the pre-need insurance market.
The Kilpatrick Group: reporting
Services engagement. Monthly Tableau reporting kept failing on undocumented technical debt. A dedicated Tableau expert untangled the data model and added QA before each publication, and leadership now has reports it can depend on. Read the reporting story
The Kilpatrick Group: campaign management
Services engagement. Work orders and campaigns now run as one Salesforce process, with Tableau, Marketo and Marketing Cloud connected to it. Read the campaign management story
373 projects completed.
Salesforce projects across healthcare, nonprofit, financial services, real estate and technology. Pulse Professional Services has been a Salesforce consulting partner since 2018 and is rated 4.9 out of 5 on AppExchange. See all customer stories
Run it on Pulse Core.
Pulse Core runs any process in Salesforce as a workflow your team can see. Admins define the phases, fields and transitions, your team moves work forward from the record page, and every step shows up in native Salesforce reports. Pulse Core customers today are healthcare organizations. Outside healthcare, we deliver Pulse Core through a Professional Services engagement.
- Use case: client onboarding. Account opening runs as phases on the client record, with a review step before the account goes live and each step's required fields checked before work moves on.
- Use case: service requests. Requests move through triage, work and resolution with SLAs and time in stage tracked, so overdue items show up in reports and list views.
- Use case: review cadences. Periodic client reviews run as a repeatable workflow, with an email at each step and every review's status on Salesforce dashboards.
These use cases are examples of what Pulse Core can run. See Pulse beyond healthcare
How we work.
Every phase has an owner and a deliverable, and senior architects do the work.
Discovery and architecture.
We start with workshops and interviews with the people who run the process. Then we write a blueprint with milestones and deliverables before any build starts.
Build.
The architects who scope the work are the ones who build it, with weekly check-ins against the plan.
Handover.
Training and documentation so your team owns the result, with managed services when you want us to stay on.
Keep exploring: Pulse Core, AI practice, Free org health check, All customer stories, Professional Services overview
Prefer to start in writing? Tell us about the project and we will set up a working session. Talk to Professional Services
Talk to Professional Services.
Tell us about the process that slows your team down, and a senior Salesforce architect will set up a working session.
Talk to Professional Services