Salesforce Financial Services Cloud

Overview

Financial Services Cloud accelerates business outcomes for Banks, Wealth Managers, and Insurers by providing tailored solutions that address the unique needs of each sector. Our solutions offer a holistic and integrated approach, seamlessly aligning technology from the Salesforce C360 now including Agentforce with industry specific processes.

Purpose built industry functionality and the capabilities of Sales Cloud and Service Cloud augmented with AI technology enable financial services firms to increase employee productivity, accelerate time to value, and deepen customer trust with every interaction. Instead of having to start with a generic Customer 360 that needs a lot of customization, Financial Services Cloud provides prebuilt applications and AI agents with user experiences, automation, and integration designed based on industry best practices.

For our Customers, this translates into:

• Data and insights consolidated from across functions to drive personalization and better decision making

• Increased operational efficiency through streamlined workflows and a unified view of the customer

• Agility to adapt quickly to regulatory changes and evolving compliance requirements

• A catalyst for innovation through faster adoption of emerging technologies like generative AI built on a foundation of trust and accuracy

• Simplified low & no-code integration patterns and reduced technical debt

Highlights

• Improve efficiency with automation and agility and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows

• Innovate with confidence across the customer lifecycle with built-in regulatory compliance and best practice solutions for Data Privacy and Know Your Customer

• Easily incorporate add-ons like Data Cloud and Marketing Cloud with seamless extensions unique to Financial Services, or capabilities from our partner ecosystem