Salesforce Financial Services Cloud

Energize your customer relationships with 360-degree digital experiences that redefine the banking experience.

Every online interaction your customer has with your business is an opportunity to build trust and loyalty. We’ll help you do just that by reshaping Salesforce to create a digital experience that your customers love.
1. Personalized client relationships

Access client & household profiles and build a visual client relationship map that provides details on their goals, interactions and more.

2. Empower advisor productivity

Boost your advisors productivity with in-context collaboration, engagement cards and real-time analytics.

3. AI Analytics

Supercharge your customers with the help of predictive analytics, market data and their persona-based analytics and enable them to take informed decisions that meet their goals.

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Finance industry at the crossroads

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Needs of the finance industry

Sales and service optimization

With a healthy business climate, the need for capital and banking products have been on the rise. Banks need to work with low interest rates to boost their loan portfolios.

Further, with an increasingly competitive environment and a wide range of financial services providers in the market, the focus is on the quality of service provided by them.

Critical differentiators like the onboarding and origination experiences that still need to follow regulatory guidelines can make all the difference.

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Salesforce finance solutions

Salesforce financial services cloud

Salesforce wealth management solution enables financial advisors to easily mange multiple clients and households. It allows them to keep track of their financial goals and significant life events thus offering customers a tailored experience that will earn them loyalty.

Salesforce insurance CRM gives agents and customers the right information whenever and where-ever they need it. With intelligent task prioritization, it empowers agents to proactively address the most urgent cases first. Customers can also submit claims directly from their phones with photos and track their claim progress real-time.

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