Salesforce for Financial Services

Financial Services Cloud by Salesforce innovates wealth management software with 1:1 adviser to client collaboration across devices.
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Financial Services Cloud Transforms How Your Team Works With Customers

The Financial Services Cloud and its asset management software centralizes all client data to provide more visibility into customer relationships. Organized customer data helps your business gain insights into your portfolio that creates new growth opportunities. With all client interactions recorded and managed in a single platform, you’ll be better prepared to comply with regulations as well.

Commercial Banking App

Gain full visibility into your customer’s business and commercial accounts. Focus on growing the most profitable relationships and integrate the customer on-boarding process.

Action Plans

Fulfill actions on behalf of your customers with an automated process that's more efficient and saves time. Leverage an Action Plan to create new tasks and assign those tasks to other members.

Lightning Scheduler

Quickly and Easily book appointments integrated into calendaring Salesforce workflows. Agents and customers can directly book meetings through their desired channel.

Salesforce Surveys

Improve operations and the overall customer experience with branded surveys for personal and commerical interactions. Consolidate this feedback into reports and dashboards.
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Establish Long-Term Relationships with Customers as a Trusted Financial Partner

Get to know your customers better than ever before. Understand their haves, wants, and needs to achieve their financial goals. With Financial Services Cloud you obtain full visibility of a customers’ financial profile and are better able to drive customer loyalty with needs-based selling. Create positive customer experiences and increase customer value while providing proactive service across all your channels.

Wealth Management

Personalize interactions and plan around your client’s goals to offer the best experience. Financial Services Cloud by Salesforce provides advisors with access to opportunities by building intelligent relationships with their client base.

Banking

Business bankers and retail gain insights to customer profiles for all products. Better data and insights allow employees to grow their pipeline with new opportunities, create value-based engagement, and create lifelong customers.

Insurance

Omni-channel integration for email, web, social, and more streamlines the customer experience. Customer service excellence from a single Salesforce instance.

Institutional Banking & Markets

The most reputable investment banks and firms rely on Salesforce for secure collaboration and an integrated engagement with their clients. Don’t waste time, increase productivity with Financial Services Cloud.
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The World’s #1 CRM Propels the Financial Services Industry with Financial Services Cloud

Creating and maintaining a competitive edge is paramount in the wealth management marketplace. Providing a unique and personalized 1:1 relationship is the recipe for establishing lifetime experiences based on trust. Financial Services Cloud offers a complete view of your clients with advisor tools that offer rich data analytics that help firms deliver a customized experience.

Personalize Relationships

Client Profiles collect financial account information, goals, and much more. Household-level Opportunity Rollups strengthen relationships with a full view of each opportunity within a member’s ecosystem. Integrate clients into multiple households and business groups with Relationship Builder. Gain a better understanding of your network with Visual Relationship Map.

Customize Your Experience

Lightning App Builder lets you create the optimal user experience with easy-to-use components. Provide essential information to your clients with a secure platform using Customizable Communities. Data Integration ties your client’s key data into partner systems via API.

Boost Productivity

Engagement Cards help you start every day with a detailed task list of primary events and opportunities. View client data across your entire portfolio with Integrated Client Dashboards. Collaboration tools establish a bridge between insurance agents, client associates, and more. Stay updated with Salesforce Inbox, with real-time Gmail and Outlook plug-ins.

Make Informed Decisions

Eliminate guesswork with Measurable Advice prior to advising. Separate your customers by their goals and investment vehicles, risk profiles, and much more. Track progress, activities, tasks, and calls with Actionable Client Insights that link to your specific clients. Increase leads and opportunity conversions with Pardot Marketing Automation.
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