Salesforce Financial Services Cloud
Financial Services Cloud goes beyond traditional CRM. It brings together the full power of Salesforce in a solution purpose-built for banks, wealth managers, and insurance providers.
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What is Financial Services Cloud?
Financial Services Cloud is a dedicated platform built for the unique demands of financial institutions. Tailored for banking, wealth management, and insurance, it brings together specialised tools and ready-to-use capabilities that support industry-specific processes from the start. Rather than adapting a broad, general-purpose system, organisations can rely on built-in workflows, connected data, and intelligent automation designed to align with established financial services standards.
Streamline Client Onboarding With Ease
Financial institutions can make strong first impressions by simplifying the onboarding process. Preconfigured flows, automated data capture, and integrated tools reduce manual work, allowing teams to onboard new clients quicker while maintaining accuracy and compliance.
Scale Service Across Digital and In-Person Channels
With Financial Services Cloud, service teams can automate engagement across both online and in-branch interactions. It connects client data and tasks into a unified workflow so service representatives can resolve requests faster and consistently, whether through self-service channels or direct support.
Unlock AI-Powered Workflows and Faster Resolutions
Built-in artificial intelligence helps financial professionals accelerate common tasks such as resolving disputes or replying to inquiries. By automating routine work and surfacing predictive insights, teams can focus more on strategic client engagement and less on manual processes.
Why Financial Services Cloud Is the #1 Choice.
Voted the top financial services solution by industry leaders, Financial Services Cloud helps organisations unify systems, personalise client journeys, and scale secure, compliant operations. Its combination of user-centric design and deep industry knowledge makes it a preferred platform for regulated financial businesses worldwide.
