Enterprise Experience. Boutique Attention.
We deliver the Salesforce architecture of a global consultancy with the responsiveness and accountability of a dedicated practice.
Bridging the Enterprise Gap
North American wealth management firms were investing millions into Salesforce Financial Services Cloud, only to be left with generic implementations that didn't satisfy CIRO, SEC, or FINRA expectations. Large consultancies brought resources but rotated junior staff onto mid-market accounts. Generalist boutiques brought attention but lacked the technical depth for complex wealth management data models.
The Toronto Group was built to solve both gaps. We deliver enterprise-grade FSC architecture with senior-only delivery—our architects remain engaged from discovery through go-live and beyond.
By combining a proven network of certified Salesforce specialists with proprietary compliance and AI governance accelerators, our team gives wealth firms the power of an institutional Salesforce practice without the institutional bureaucracy. That's the TTG difference.
The TTG Standard
Technical Discovery First
We replace guesswork with architecture. Every engagement begins with a deep technical audit of your data, workflows, and regulatory obligations.
Outcome-Based Delivery
We don't sell billable hours; we sell business results. Success is measured by your compliance efficiency, advisor adoption, and data integrity.
Senior Accountability
Your project is led by FSC Accredited Specialists. You have direct access to the architects building your system—not a project manager proxy.
Regulatory Permanence
We build systems that evolve. Our methodology ensures your Salesforce environment remains compliant as CIRO, SEC, and FINRA rules change.
Specialization is Our Competitive Advantage
By focusing exclusively on wealth management, we've institutionalized the knowledge that generalists have to learn on your time.
That focus now extends to the next regulatory frontier. As CIRO, SEC, and FINRA formalize AI governance examination requirements, our team brings the same compliance-first discipline to AI readiness that we bring to traditional FSC implementations.
- ✓ CIRO/SEC Pattern Recognition
- ✓ Pre-built FSC Accelerators
- ✓ Portfolio System Integrations
- ✓ Household Data Mastery
- ✓ Off-channel Comms Logging
- ✓ CCO Workflow Automation
- ✓ AI Governance & Readiness
- ✓ Agentforce Data Classification
Ready to Evolve Your Platform?
Schedule a conversation to discuss your technical roadmap with an FSC architect.