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Financial Services Cloud is an integrated platform intended to drive stronger client relationships that last. Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect. With an enhanced set of productivity and engagement features, advisors can spend less time gathering client information and more time doing what they do best – providing holistic, goal-based advice that puts their clients at the center of everything they do.
Financial Services Cloud provides an integrated platform that can be tailored to any financial services organisation’s high-touch relationship model. Whether you are a part of a wealth management firm, an insurance company, or a bank, Financial Services Cloud can help your team deliver personalized advice at scale across any channel or device.
Salesforce Financial Services Cloud provides intelligence insights to help bankers and advisors prioritise their best prospects. It takes the next best action to acquire new customers while deepening relations with existing ones. So advisors and bankers are able to deliver the personalized service customers expect with the single view of each customer’s household across all channels and lines of business. Now everyone across your financial institution has information about key life events. They can strengthen relationships from one generation to the next and provide a consistent customer experience across any channel. This is done as salesforce makes it easy for your customers to connect with you wherever and whenever they want! It is made possible with customised communities so you can unite your entire financial institution across lines of business systems and channels around each customers to keep track of all files, take action on your highest priority and address your customer’s financial needs all from one place.
Key Features


  • Realize value faster
  • Personalize customer relationships at scale
  • Continuous innovation
  • Supercharge banker and advisor productivity
  • Work the way you want
  • Robust partner ecosystem

How is it different from other wealth management tools?
The design of Financial Services Cloud was a collaboration with leading customers across the financial services industry to ensure a seamless experience that would promote more personal client engagements. With a one of a kind Client Data Model at the center of Financial Services Cloud, firms have access to all the data expected to fortify each customer commitment opportunity. Vital associations with best-in-class industry pioneers make it simple to deliver superior service with portfolio rebalancing, oversee information administrations, and resource accumulation over every record. Also, as a major aspect of the Salesforce platform, Financial Services Cloud profits by Salesforce’s ceaseless advancement with three consistent updates a year. This implies you’ll have continuous access to new highlights and upgrades intended to develop your business faster.
With Financial Services Cloud, you can transform your customer base into a functioning referral network by following referrals from Centers of Influence or from inside your own firm. What’s more, the related records usefulness grandstands the people who are vital to developing new business. The outcome? You’ll know more about your clients than just their investment strategy, and will have access to the networking tools needed to grow your book of business.
Is Financial Services Cloud secure?
In addition to Financial Services Cloud, Salesforce Shield capabilities offer an extra layer of security including tools that monitor data access and usage, and prevent malicious activity. With the premier security features, you’ll have access to Event Monitoring, Field Audit Trail, and Platform Encryption to ensure your clients’ financial account information is kept confidential and secure. So yes! It is indeed secure!
Do you have any queries related to Salesforce Financial Service Cloud? Reach out to our team and we’d love to !!

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