ProQuest enhances customer experience for financial services firms by automating the pre-meeting process and client onboarding workflows. Our solutions ensure clients receive consistent, high-quality interactions from first contact while freeing advisers to focus on strategic financial guidance rather than administrative tasks. Trusted by wealth management firms including Expert Wealth.

ProQuest delivered Sully for Expert Wealth: an Agentforce agent that qualifies every new client, recommends the right financial planning package and books the initial meeting automatically. By the time an adviser picks up the phone, the client has already had a high-quality first experience.

That kind of outcome comes from understanding what Australian financial services compliance actually demands. APRA requirements, responsible lending obligations and AML monitoring aren't constraints to work around. They're part of how ProQuest designs the implementation from day one.

The results speak for themselves: Expert Wealth achieved 30% faster client onboarding with consistently high-quality first experiences for every new client.

Customer experience for financial services is already enhanced for ProQuest clients. Agentforce handles pre-meeting processes, qualifies clients and books appointments automatically without manual effort. Expert Wealth achieved 30% faster client onboarding with improved customer experience using solutions built by ProQuest.

Salesforce Financial Services Cloud monitors transactional data to flag anomalies and support credit decisions, all within Salesforce. Everything remains auditable and aligned with APRA requirements.

Routine client questions are resolved instantly using approved knowledge sources, keeping response times fast and freeing the team for higher-value work.

Before every client meeting, Salesforce Financial Services Cloud surfaces the relevant account history, products and notes automatically. Advisers arrive prepared rather than spending time chasing information across systems.

Expert Wealth wanted every client to feel like the firm had been preparing for their arrival. The reality was that advisers were spending too much time qualifying leads and not enough time delivering the customer experience for financial services that builds lasting relationships.

ProQuest built Sully, an Agentforce agent that handles the entire pre-meeting process: qualifying the prospect, assessing their goals, recommending the right planning package and booking the appointment. By the time an adviser picks up the phone, the conversation can start in the right place.

The results :
✓ 30% faster client onboarding
✓ 50% fewer touchpoints in the qualification and scheduling process
✓ A consistently high-quality first experience for every new client
✓ Advisers spending more time on advice and less on admin

"We started using Agentforce for increased productivity, but also to deliver additional value to the client that typically we would not have been able to do." Clinton Hatcher, Digital Innovation Manager, Expert Wealth

Financial services teams operate under APRA requirements, responsible lending obligations and AML monitoring standards that govern how every client interaction must be handled. Customer experience implementations with ProQuest are designed with those compliance requirements built in from day one, so improving the experience never comes at the cost of compliance.

APRA compliance across data governance, access controls and auditability

Salesforce Financial Services Cloud operates within Salesforce's existing security and permission framework. There is no separate system to govern or trust.

Full audit trails, so every AI action is traceable, explainable and regulator-ready

AML monitoring, using Salesforce Financial Services Cloud to flag anomalies within existing Salesforce workflows

Responsible lending obligations, with AI-assisted credit assessment that keeps humans in control of final decisions

Organisations engage ProQuest to:

✔ Validate which Salesforce Financial Services Cloud use cases will deliver value fastest in their financial services environment

✔ Understand how Salesforce Financial Services Cloud fits within their existing Salesforce environment

✔ Design governance, escalation paths and controls from day one

✔ Roll out Salesforce Financial Services Cloud in phases that build confidence and adoption

✔ Avoid rework by learning from real-world financial services implementations

This is not about experimentation for its own sake. It is about building capability that works inside a regulated, high-stakes environment and scales responsibly from there.

Expert Wealth chose ProQuest to transform their client experience from the first interaction. Australian financial services customer experience requires compliance-first design and seamless adviser workflows. We start with understanding your specific client journey and regulatory constraints.