| 

Our Story     Insights     |     Chat with us

services  .  Salesforce for Finance

Salesforce for Finance

Deliver unparalleled wealth management and banking services with experience-driven Salesforce solutions for finance

Pro Salesforce Header
Continuously innovate financial services with
Salesforce for Finance
Unify Assets, Customer View
Access all customer information – including assets, investments, partners, transaction histories, open cases, and grievances with a single system login  
Personalize Prospecting

Identify opportunities with intelligent sales systems to remind customers of new credits, due-dates, or wish them for life events like anniversaries

Market Personal Finance Resonate with your customers more efficiently with personalized messages based on transaction histories and personal life events
Improve Customer Engagement with
Salesforce for Financial Institutions
Wealth Management

Streamline financial management with portfolio management systems, use custom reports and dashboards to view financial balances at the individual and household level

 

Guided Loan Application

Offer customers a seamless journey to apply for loans by guiding them through step-by-step actions and recommendations to capture relevant data during the application process

 

Personalized Service & Marketing

Deploy Artificial Intelligence to discover client insights and predict future outcomes, proactively identify the next steps for predictive guidance and recommend actions

 

KYC Management

Automate Know-Your-Customer (KYC) with automation and digitization of the onboarding process, instead of manual document collection and verification

 

Opportunity Management

Get enhanced visibility into your opportunities to gain a holistic view of managed and held away assets and track referrals to transform your clients into an active referral network

 

Customer Lifecycle Management

Simplify the onboarding process by capturing details of customers, analyze their expense or saving behavior and personalize their lifecycle management

End-to-end automation and business logic for private equity, loan processing, accounting, and payments with
Salesforce for Financial Services
Dashboard KPIs from Customer Data

Get customizable views of customer data, ensure teams collaborate seamlessly and act on real-time insights to win over more customers

Replenish Pipelines, Sell Smarter

Eliminate guesswork and access real-time insights, reporting, and forecasts with AI to identify, accelerate and close more opportunities

Automate documentation, appointments

Digitize business processes while meeting regulatory compliance, eliminate any inefficiency caused by manual paperwork

Use Intelligent Insights for Efficiency

Get actionable insights at your fingertips so everyone from bank tellers to advisors can focus on what’s more important for the business

Business Growth with Digital Banking

Connect every touchpoint of your financial institution digitally with full visibility into your customers, meet tomorrow’s growing demands

Integrate to external systems
Connect to external systems like CRMs, ERPs, and Lendio to consolidate financial data, loan processing data
Automate update messages
Share loan processing stages, trusted URLs to capture KYC, and financial insights to build relationships
Connect Marketing Operations
Integrate financial systems to Marketing Cloud and Pardot to promote financial solutions relevant to the client like Retail Loans, Credit Cards, and Investments
FAQs
Salesforce Financial Services Cloud is a specialized version of the Salesforce Customer Relationship Management (CRM) platform designed for financial services firms, including banks, insurers, wealth management firms, and other financial institutions.
It provides a range of tools and features to help financial services companies manage customer relationships, improve productivity, and streamline operations. Salesforce for financial services also provides relationship-building tools, including automated workflows and alerts, relationship insights, and social media integrations.
Salesforce Financial Services Cloud is a specialized version of the Salesforce Customer Relationship Management (CRM) platform designed for financial services firms, including banks, insurers, wealth management firms, and other financial institutions.
Financial Services Cloud enables companies to capture, store, and manage customer data in a single, unified view, providing a 360-degree view of their client’s financial profiles.
Enabling Financial Services Cloud in Salesforce involves a few steps. Here’s an overview of the process:
1. Purchase Financial Services Cloud licenses
2. Assign licenses to users
3. Enable Financial Services Cloud
4. Configure Financial Services Cloud
5. Train users

It’s worth noting that enabling Financial Services Cloud may require additional setup and configuration, depending on your organization’s specific requirements. You may want to consult a certified consultant for Salesforce implementation for financial services.
Yes, Salesforce Financial Services Cloud includes Service Cloud. In fact, Financial Services Cloud is built on top of the Salesforce platform, which includes a variety of products and services, including Sales Cloud, Service Cloud, Marketing Cloud, and more.