Salesforce Financial Services Cloud Partner

Faster Operations, Smarter Compliance, and AI-Ready Finance Teams

Mirketa helps banks, wealth managers, insurance firms, and PE-backed companies modernize operations with AI-powered automation and Salesforce Financial Services Cloud — so your teams spend less time on manual processes and more time on clients.

Book a Financial Services AI Assessment → Explore AI Accelerators →
SOX & GDPR Compliant
Oracle Fusion Partner
Finacast Analytics
15+ Years Finance IT
Integrated with the Financial Technology Platforms Your Teams Already Use
Industry Challenges

The Operational Problems Holding Financial Services Firms Back

These are the challenges we hear from CFOs, COOs, and finance IT leaders at banks, wealth managers, and insurance firms every week. Each one has a practical solution.

Manual AP and Invoice Processing with 3–5 Day Cycle Times

Accounts payable teams manually key invoice data, match purchase orders, and route approvals by email. The result is 3 to 5 day cycle times, 2 to 4 percent error rates, and a backlog that grows every month. Late payment penalties and missed early-payment discounts add up to real money.

2–4% error rate · 3–5 day cycles

Siloed Client Data Across CRM, Portfolio Tools, and Compliance Systems

Relationship managers work in Salesforce. Portfolio data lives in a separate system. Compliance activity is tracked in yet another tool. Nobody has a complete picture of the client — which means relationship managers miss cross-sell opportunities, compliance teams duplicate work, and clients get inconsistent service.

3–5 disconnected systems per firm

Regulatory Compliance Burden Creating Operational Overhead

SOX, GDPR, SEC reporting, and AML requirements create significant operational overhead for finance teams. Manual compliance tracking, spreadsheet-based audit trails, and disconnected reporting systems mean your compliance team spends more time gathering data than analyzing risk.

SOX · GDPR · SEC · AML

Slow Onboarding and KYC Losing Clients to Faster Competitors

Manual KYC processes, paper-based onboarding forms, and disconnected identity verification systems mean new clients wait days or weeks to be onboarded. In a market where digital-first competitors can onboard in hours, slow onboarding is a direct cause of client attrition and lost revenue.

Days vs hours — competitive gap

Legacy Reporting That Cannot Surface Real-Time Insights

Month-end reporting takes days to compile. Portfolio performance data is always at least 24 hours old. Finance leaders make decisions based on yesterday's numbers. When market conditions change quickly, that lag is not just inconvenient — it is a risk management problem.

24h+ reporting lag · Manual consolidation
Mirketa Solutions for Financial Services

Five Solutions Built for Financial Services Operations

Each solution addresses a specific operational challenge — with measurable outcomes and a clear path from current state to future state.

Salesforce Financial Services Cloud for Wealth Management, Banking, and Insurance

We implement Salesforce Financial Services Cloud with a unified client view that combines relationship data, household connections, portfolio information, and compliance activity in one place. Relationship managers get a complete picture of every client — and the tools to act on it. We configure FSC for your specific segment: wealth management, retail banking, commercial banking, or insurance.

Unified client view
Compliance tracking built in
Wealth, banking & insurance

AI Invoice Processing Accelerator

Our AI Invoice Processing Accelerator uses machine learning to extract invoice data from any format — PDF, email, EDI, scanned documents — match purchase orders automatically, validate GL codes, and route exceptions to the right approver. AP teams see invoice cycle times drop from 3 to 5 days to under 4 hours, with a 95 percent or higher match accuracy rate. Built for enterprise finance teams on Salesforce or Oracle.

3–5 days → under 4 hours
95%+ match accuracy
Oracle & Salesforce native

Automated KYC and Onboarding Workflows on Salesforce

We build automated KYC and client onboarding workflows on Salesforce Financial Services Cloud that replace paper forms and manual identity verification with a digital, trackable process. New clients complete onboarding in hours instead of days. Compliance teams get a complete audit trail. Relationship managers can track onboarding status in real time — and intervene when a client gets stuck.

Days → hours onboarding
Full audit trail
KYC compliance built in

Finacast: Real-Time Portfolio Reporting and Financial Analytics

Finacast is Mirketa's own financial analytics product — built for wealth managers, family offices, and institutional investors who need real-time portfolio visibility that standard CRM reporting cannot provide. Finacast delivers live portfolio performance dashboards, attribution analysis, risk metrics, and client-ready reporting — and integrates with Salesforce Financial Services Cloud and Oracle Fusion for a unified financial operations view.

Real-time portfolio data
Salesforce + Oracle integration
Mirketa proprietary product

Oracle Fusion Integration with Salesforce for Unified Financial Operations

We integrate Salesforce Financial Services Cloud with Oracle Fusion Applications — Oracle ERP Cloud, Oracle EPM, and Oracle CX — using MuleSoft, Oracle Integration Cloud, and custom API middleware. Finance teams get a unified view of client relationships and financial data without replacing either system. Sales teams see financial data from Oracle in Salesforce. Finance teams see CRM data from Salesforce in Oracle. Both systems stay authoritative for their own data.

Oracle ERP + EPM + CX
MuleSoft integration layer
Bi-directional data flows
AI Accelerator Spotlight — Financial Services

Automated Invoice Processing: From 5 Days to Under 4 Hours

Mirketa's AI Invoice Processing Accelerator is a purpose-built AI solution for enterprise AP teams. It uses machine learning to extract, match, validate, and route invoices automatically — eliminating the manual work that creates 3 to 5 day cycle times and 2 to 4 percent error rates.

5d → 4h
Invoice Cycle Time
95%+
PO Match Accuracy
-62%
Manual AP Work
ROI
Positive in 90 Days
Explore All Financial Services AI Accelerators →
AI Invoice Processing — Workflow
End-to-end AP automation in 5 steps
01
Invoice received via email, EDI, or upload — AI extracts header, line items, and GL codes automatically
02
AI matches invoice to open POs in Oracle Fusion or NetSuite with 95%+ accuracy
03
Validated invoices routed for approval based on amount, vendor, and cost center rules
04
Exceptions flagged with reason codes and routed to the right approver — no manual triage
05
Approved invoices posted to ERP automatically — full audit trail maintained for SOX compliance
0Financial Services Clients
0% Reduction in Manual AP Work
0% AI Invoice Match Accuracy
0Years Finance IT Experience
Client Story

Mid-Market PE Firm Cuts Invoice Cycle Time by 91%

A PE-backed financial services holding company with 12 portfolio companies was processing invoices manually across each entity — with no standardized process, no visibility across the portfolio, and AP cycle times averaging 4.5 days per invoice. The CFO needed a solution that worked across Oracle Fusion and NetSuite environments simultaneously.

Mirketa deployed the AI Invoice Processing Accelerator with integrations to both Oracle Fusion and NetSuite. Within 60 days of go-live, invoice cycle times dropped from 4.5 days to under 10 hours. The AP team was reduced from 8 FTEs to 3 — with the remaining team focused on exception handling and vendor relationship management.

4.5d → 9h
Invoice Cycle Time
-62%
AP Team Headcount
96.2%
PO Match Accuracy
60 days
Time to Go-Live
AI Invoice Processing Oracle Fusion NetSuite Integration SOX Compliant
"

We were skeptical that AI could handle the complexity of our multi-entity AP environment — different ERP systems, different chart of accounts, different approval workflows. Mirketa's team understood the complexity from day one and built a solution that works across all 12 portfolio companies. The ROI was positive within the first quarter.

CR
Chief Financial Officer
PE-Backed Financial Services Holding Company (anonymized)
Tech Stack We Work With

The Platforms Behind Every Financial Services Solution We Build

We work with the technology your finance and operations teams already use — and connect it in ways that create real operational efficiency.

Salesforce FSC

Financial Services Cloud for wealth management, banking, and insurance CRM

Oracle Fusion

Oracle ERP Cloud, EPM, and CX integration for unified financial operations

Finacast

Mirketa's real-time portfolio analytics and financial reporting product

NetSuite

NetSuite ERP integration for AP automation and financial data consolidation

AWS

Cloud infrastructure for AI model hosting, data lakes, and financial analytics

Microsoft Azure

Azure AI, Azure Synapse Analytics, and Power BI for financial intelligence

MuleSoft

Integration middleware connecting Salesforce, Oracle, and financial data systems

AI / ML Platform

Custom AI models for invoice processing, KYC automation, and financial forecasting

Finacast by Mirketa

Real-Time Portfolio Analytics — Built for Finance Teams, Not IT Teams

Finacast is Mirketa's own financial analytics product. It is not a Salesforce module or an Oracle add-on — it is a standalone analytics platform built specifically for wealth managers, family offices, and institutional investors who need real-time portfolio visibility that standard CRM reporting cannot provide.

Real-Time Portfolio Performance

Live performance data, attribution analysis, and risk metrics — updated in real time, not end of day

Salesforce and Oracle Integration

Connects to Salesforce Financial Services Cloud and Oracle Fusion for unified financial operations

Client-Ready Reporting

Branded portfolio reports generated automatically — no manual formatting, no spreadsheet exports

SOX and SEC Audit Trail

Complete audit trail for all portfolio data and reporting — supports SOX compliance and SEC examinations

Request a Finacast Demo →
Finacast — Portfolio Overview
US Equities
+12.4%
Fixed Income
+4.2%
Private Equity
+18.7%
Real Assets
+6.1%
Alternatives
+9.8%
Real-Time Data SOX Compliant SEC Audit Trail Salesforce Native Oracle Integration
Financial Services Segments

We Work Across Every Segment of Financial Services

Our solutions are configured for the specific operational and regulatory requirements of each financial services segment — not generic CRM implementations.

Wealth Management

Salesforce FSC for household management, portfolio visibility, and advisor productivity. Finacast for real-time performance reporting.

Retail & Commercial Banking

Automated KYC and onboarding, relationship management, and compliance tracking on Salesforce FSC with Oracle Fusion integration.

Insurance

Policy management, claims coordination, and agent productivity on Salesforce FSC. AI automation for underwriting workflows and renewal management.

PE-Backed Companies

Multi-entity AP automation, consolidated financial reporting with Finacast, and Oracle Fusion integration across portfolio companies.

Security & Compliance

Enterprise-Grade Security for Regulated Financial Data

Every solution Mirketa builds for financial services clients includes the security controls and compliance documentation your audit and legal teams require.

SOX Compliance

SOX-compliant audit trails for all financial data, approval workflows, and system access. Supports internal audit and external auditor review requirements with complete documentation.

GDPR & Data Privacy

GDPR-compliant data handling for European client data. Role-based access controls, data residency configuration, right-to-erasure workflows, and consent management built into every implementation.

SEC & Financial Regulatory

Salesforce Shield Platform Encryption for regulated financial data. SEC examination support documentation, FINRA compliance tracking, and AML audit trail capabilities built into FSC implementations.

Client Testimonials

What Financial Services Leaders Say About Working with Mirketa

Trusted by CFOs, COOs, CIOs, and Relationship Management leaders across wealth management, banking, insurance, and PE-backed companies.

★★★★★

"Mirketa's AI Invoice Processing Accelerator changed how our AP team operates. We went from 4.5 day cycle times to under 10 hours. The accuracy rate is above 96 percent and our team is now focused on exception handling and vendor relationships instead of data entry."

MR
Michael Rodriguez
CFO, PE-Backed Financial Services Group
★★★★★

"The Salesforce Financial Services Cloud implementation Mirketa delivered gave our relationship managers a unified client view for the first time. Portfolio data, compliance activity, and CRM data in one place. Our advisors are more productive and our client retention has improved measurably."

SK
Sarah Kim
COO, Regional Wealth Management Firm
★★★★★

"Finacast solved a problem we had been trying to solve for three years — real-time portfolio reporting that our clients can actually see and understand. The integration with our existing Salesforce environment was seamless and the implementation was completed on time and on budget."

JL
James Liu
CIO, Family Office
★★★★★

"Our KYC onboarding process used to take 5 to 7 days. Mirketa built an automated onboarding workflow on Salesforce that gets new clients through KYC in under 24 hours. Our compliance team has a complete audit trail and our relationship managers can track every step in real time."

AP
Amanda Patel
Head of Compliance, Commercial Bank
★★★★★

"The Oracle Fusion and Salesforce integration Mirketa built eliminated the manual data reconciliation our finance and sales teams were doing every week. Both systems are now authoritative for their own data and everything syncs automatically. It saved us about 20 hours of manual work per week."

DW
David Williams
VP Finance Operations, Insurance Carrier
★★★★★

"Mirketa understands financial services compliance at a level most technology vendors do not. They built our entire Salesforce FSC environment with SOX controls and GDPR data handling built in from day one. Our external auditors reviewed the implementation and had no findings."

RN
Rachel Nguyen
Chief Compliance Officer, Wealth Management Firm
FAQ

Frequently Asked Questions

Honest answers to the questions CFOs, COOs, and financial services IT leaders ask most about Salesforce FSC, AI invoice processing, Finacast, and data security.

Salesforce Financial Services Cloud (FSC) is a CRM platform purpose-built for banks, wealth managers, insurance firms, and financial advisors. It provides a unified client view that combines relationship data, portfolio information, household connections, and compliance activity in one place. FSC is used by retail banks, private wealth firms, insurance carriers, and PE-backed financial services companies to manage client relationships, automate onboarding, and track regulatory compliance.
Mirketa's AI Invoice Processing Accelerator uses machine learning to extract invoice data, match purchase orders, validate GL codes, and route approvals — and integrates directly with Oracle Fusion, Oracle ERP Cloud, and NetSuite via API. The AI reads invoices in any format (PDF, email, EDI, scanned documents), matches them against open POs in your ERP, and routes exceptions to the right approver automatically. AP teams see invoice cycle times drop from 3–5 days to under 4 hours.
Finacast is Mirketa's own financial analytics product — it is not part of Salesforce. Finacast provides real-time portfolio reporting, performance analytics, and financial dashboards that can be deployed standalone or integrated with Salesforce Financial Services Cloud and Oracle Fusion. It is built for wealth managers, family offices, and institutional investors who need real-time portfolio visibility that standard CRM reporting cannot provide.
Mirketa implements financial services solutions with enterprise-grade security controls: SOX-compliant audit trails, GDPR data handling procedures, role-based access controls, field-level encryption for sensitive financial data, and multi-factor authentication. All Salesforce implementations include Shield Platform Encryption for regulated data. We also conduct security architecture reviews and provide documentation for SOC 2 and regulatory audit requirements.
A focused Salesforce Financial Services Cloud implementation — covering client relationship management, onboarding automation, and compliance tracking — typically takes 10–16 weeks. Scope, data migration complexity, and integration requirements are the primary variables. Mirketa uses an agile delivery model with weekly sprint demos, so your team sees working software from week two onwards.
Yes. Mirketa has deep experience integrating Salesforce Financial Services Cloud with Oracle Fusion Applications — including Oracle ERP Cloud, Oracle EPM, and Oracle CX. We use MuleSoft, Oracle Integration Cloud, and custom API middleware to create bi-directional data flows between Salesforce and Oracle, giving finance and sales teams a unified view of client relationships and financial data without replacing either system.

Book a Financial Services AI Assessment

Schedule a 30-minute assessment with a Mirketa financial services specialist. We will review your current AP, CRM, and reporting workflows and show you where AI and Salesforce can create the most measurable impact for your organization.

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Call Us

+1 (720) 432-0400

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Email Us

finance@mirketa.com

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Data Security

SOX compliant · GDPR compliant · NDA available

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Response Time

We respond within 1 business day

Request a Financial Services AI Assessment

Tell us about your current AP, CRM, or reporting challenge and we will get back to you within 24 hours.

Ready to Modernize Your Financial Operations with AI and Salesforce?

From Salesforce Financial Services Cloud and AI invoice processing through Finacast portfolio analytics and Oracle Fusion integration — Mirketa delivers end-to-end financial services technology solutions that are compliant, practical, and built to generate measurable ROI.

Book a Financial Services AI Assessment → Explore AI Accelerators for Financial Services →