Salesforce systems built for finance-driven businesses.
Effluence Consulting Pty Ltd designs, implements and supports Salesforce environments for financial services firms and beyond — from first rollout to ongoing platform care.
What we do
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Recent work
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About Effluence Consulting
Effluence Consulting Pty Ltd is a Salesforce consultancy focused on building CRM systems that hold up under real operational pressure. Our work is concentrated in financial services — insurance, advisory and wealth management — where data accuracy and regulatory context matter, though our services aren't limited to that sector.
We work end to end: discovery and solution design, build and integration, then training and ongoing support once the system is live. Engagements are run directly, with one point of contact throughout.
How we work
Understand the business process, the data and where the current setup is holding you back.
Configure, integrate and develop the solution — Sales Cloud, Financial Services Cloud, or a custom fit.
Train the team, hand over documentation, and stay on for ongoing admin and support if needed.
Services
Full-lifecycle Salesforce work — from first implementation to the ongoing admin that keeps a system healthy.
How engagements typically progress
Org audit
A paid, 1–2 week review of your Salesforce org — security, data quality, automation health and, for financial services clients, compliance readiness. Delivered as a prioritised findings report.
Project engagements
Fixed-scope implementations, migrations and integrations — Financial Services Cloud, Sales Cloud, and client portals.
Explore Headwater →Ongoing service agreements
Retainer support that scales with the volume of ongoing work your team needs, once your system is live.
Explore Reservoir →AI-enabled add-on
Agentforce capability layered onto an existing Headwater or Reservoir engagement, once the foundation is in place.
Explore Tributary →Capabilities
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Recent work
Details from client engagements — anonymized where the client has asked for it.
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Challenge
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Solution
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Outcome
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Pricing
Two ways to work together, depending on what your team needs.
Custom quote
Implementations, migrations and builds are scoped and quoted per project, based on complexity and timeline.
Reservoir — ongoing service agreements
Support tiers scale with the volume of ongoing work your team needs — final pricing is confirmed after a short scoping conversation.
Essential support
For teams that need a Salesforce resource on standby — periodic admin, small changes and troubleshooting.
Book a consultationOngoing partnership
For teams running regular changes and improvements — a consistent block of time each month for admin, support and development.
Book a consultationEmbedded support
For teams that need a near full-time Salesforce resource — heavy configuration, integrations and continuous platform care.
Book a consultationHeadwater — project engagements
Fixed-scope Salesforce builds: implementations, migrations and integrations, scoped to your timeline and delivered as a project.
Headwater: FSC Foundation
A Financial Services Cloud quick-start for advisory, wealth and insurance clients — household, client and portfolio data models, compliance-aware workflows and core integrations.
Headwater: Migration & Integration
Migrating off a legacy CRM or policy administration system, and integrating Salesforce with the systems you already run — scoped by data volume and system count.
Headwater: Portal
An Experience Cloud client or adviser portal — sellable on its own or bundled onto FSC Foundation.
Headwater: Sales Foundation
A Sales Cloud quick-start for mid-market teams outside financial services — the same delivery model, for a different buyer.
Tributary — AI-enabled add-on
Tributary brings Salesforce Agentforce into a system we've already built with you — an add-on for clients already working with Effluence through Headwater or Reservoir.
Tributary: Agentforce for Advisors
Meeting preparation, next-best-action and compliance-aware client servicing, added onto a Headwater FSC Foundation or Reservoir engagement.
Tributary: Agentforce for Service
Case triage and deflection for Service Cloud teams, financial services or otherwise.
We're rolling this out with existing clients first. If you're already working with us, or want to discuss it for your organisation, get in touch.
Get in touchReservoir — ongoing service agreements
Retainer support once your system is live — scaled to the volume of ongoing work your team needs.
Essential support
For teams that need a Salesforce resource on standby — periodic admin, small changes and troubleshooting.
Book a consultationOngoing partnership
For teams running regular changes and improvements — a consistent block of time each month for admin, support and development.
Book a consultationEmbedded support
For teams that need a near full-time Salesforce resource — heavy configuration, integrations and continuous platform care.
Book a consultationInsights
Notes on Salesforce strategy for financial services and other regulated industries — coming soon.
Worth reading
Get in touch insteadGet in touch
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