ProQuest delivers Salesforce Financial Services Cloud implementations designed for Australian compliance requirements. Whether you need rapid deployment for new products or comprehensive client onboarding automation, our financial services expertise ensures your Salesforce platform meets both operational needs and regulatory standards from day one. Trusted by firms including Expert Wealth and Avenue Bank.
ProQuest has delivered Salesforce Financial Services Cloud for wealth managers, banks and fintechs across Australia including Expert Wealth, Avenue Bank and NEOS Life. Each engagement is different. The regulatory framework is consistent.
APRA oversight, responsible lending obligations and AML monitoring are built into the architecture from the start. The results reflect that: Expert Wealth onboards clients 30% faster. Avenue Bank processes bank guarantees 55% faster.
The results speak for themselves: Expert Wealth and Avenue Bank achieved 30% faster client onboarding at Expert Wealth and bank guarantees delivered 55% faster at Avenue Bank.
The Challenges Facing Financial Services Teams Right Now
Client expectations
Clients expect fast, personalised service regardless of how stretched the team is. The gap between what clients expect and what teams can realistically deliver keeps widening.
Adviser capacity
Australia has lost 38% of its registered financial advisers since 2019. The teams that remain are managing more clients with less time, and the admin burden is only growing.
Compliance pressure
APRA oversight requires comprehensive audit trails and immediate access to client interaction histories. Compliance failures result in operational restrictions and mandatory remediation programmes.
Where Salesforce Delivers Value in Financial Services
Client onboarding
Salesforce Financial Services Cloud is already handling this for ProQuest clients. The platform automates client onboarding, manages compliance requirements and accelerates product delivery without manual effort. Expert Wealth and Avenue Bank achieved faster processing times using Salesforce built by ProQuest.
Salesforce for Financial Services monitors transactional data to flag anomalies and support credit decisions, all within Salesforce. Everything remains auditable and aligned with APRA requirements.
Enquiry handling
Routine client questions are resolved instantly using approved knowledge sources, keeping response times fast and freeing the team for higher-value work.
Meeting preparation
Before every client meeting, Salesforce for Financial Services surfaces the relevant account history, products and notes automatically. Advisers arrive prepared rather than spending time chasing information across systems.
Expert Wealth and Avenue Bank chose ProQuest to implement Salesforce for Financial Services, but for different reasons. Expert Wealth needed to automate the client onboarding process and give advisers back time for advice. Avenue Bank needed to digitalise an entire banking product and go live fast.
ProQuest built Sully for Expert Wealth, reducing onboarding time by 30%. For Avenue Bank, ProQuest delivered a full Salesforce Financial Services Cloud implementation in five weeks that enabled fully digital bank guarantees, now processed 55% faster.
"We started using Salesforce Financial Services Cloud 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 oversight, responsible lending obligations and AML monitoring requirements that cannot be treated as compliance add-ons. Salesforce for Financial Services implementations with ProQuest are designed with those regulatory requirements as the architectural foundation.
Every deployment is structured to support:
APRA compliance across data governance, access controls and auditability
Salesforce for Financial Services operates within Salesforce's existing security and permission framework. There is no separate system to govern or trust.
Full audit trails, so every Salesforce for Financial Services action is traceable, explainable and regulator-ready
AML monitoring, using Salesforce for Financial Services to flag anomalies within existing Salesforce workflows
Responsible lending obligations, with Salesforce for Financial Services-assisted credit assessment that keeps humans in control of final decisions
What Engagement Typically Looks Like
Organisations engage ProQuest to:
✔ Validate which Salesforce use cases will deliver value fastest in their financial services environment
✔ Understand how Salesforce fits within their existing Salesforce architecture and data
✔ Design governance, escalation paths and controls from day one
✔ Roll out Salesforce for Financial Services 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.
Ready to see what ProQuest can do with Salesforce for your team?
Whether you are a fintech scaling fast, a wealth firm managing complex client relationships or a lender navigating compliance pressures, the starting point is the same: a focussed conversation about where Salesforce will deliver value in your specific financial services environment.
Is Salesforce for Financial Services suitable for regulated environments?
Yes. Salesforce for Financial Services operates within Salesforce's existing security, permission and audit frameworks, which makes it well suited to APRA-regulated environments, licensed lenders and AFS licence holders. Activity is traceable, explainable and governed. ProQuest designs every financial services implementation with compliance requirements built in from the start.
Do we need to have our Salesforce data in perfect shape before starting?
No. Most organisations do not start with perfect data, and that is expected. A key part of early implementation work is identifying which use cases can safely deliver value with your current data, and where quality improvements will unlock further gains over time. Implementations are designed to work with reality, not idealised assumptions.
How quickly can we expect to see results?
Will Salesforce for Financial Services replace our advisers or client-facing staff?
Can Salesforce for Financial Services work across multiple Salesforce clouds, such as Financial Services Cloud and Service Cloud?
What makes ProQuest different from other Salesforce for Financial Services partners?
Value is often demonstrated within weeks when starting with focused, high-impact use cases. The typical approach is to validate a use case, prove value in a controlled scope, then expand as confidence grows. Expert Wealth and Avenue Bank achieved measurable improvements in client onboarding and bank guarantee processing respectively. This was achieved without lengthy or disruptive implementation.
No. Salesforce for Financial Services handles the routine, time-consuming tasks that pull advisers away from client work. The goal is to give your team more time for the conversations that require human judgement, relationships and expertise, not to remove them from the equation. The financial services firms achieving the best results are using Salesforce for Financial Services to make their people more effective, not fewer.
Yes. Salesforce for Financial Services is built into the Salesforce platform, which means it works across Financial Services Cloud, Service Cloud, Sales Cloud and other products in your existing environment. ProQuest has experience deploying Salesforce for Financial Services across complex, multi-cloud Salesforce setups and can advise on the right architecture for your team.
ProQuest was the first organisation in ANZ to sign a Salesforce for Financial Services deal, which means deeper implementation experience in financial services than any other partner in the region. The team has delivered outcomes for wealth managers, banks and fintechs, and every implementation is designed with APRA, responsible lending and AML requirements in mind from day one, not as an afterthought.
ProQuest works to empower companies in Australia and New Zealand to achieve higher performance through the delivery of tailored Salesforce solutions using disciplined Agile Scrum methodology.
We bring customer's vision to life through efficient delivery of innovative and transformative solutions powered by Salesforce.
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