Financial Services Cloud for Sales and Service Pricing

Empower financial success with actionable financial goals.

Capture customer interests in a structured way to personalize customer engagement.

Cultivate strong relationships at scale by creating targeted lists of contacts for priority engagement.

Use out-of-the-box objects and components to capture interaction details and share meeting notes in a compliant and efficient manner.

Sync calendar events into Financial Services Cloud Interaction Summaries.

Quickly generate formatted tear sheets right from Salesforce.

Collaborate across lines of business with referral routing, scoring, and insights.

Simplified setup and pre-build email templates.

Manage deal lifecycles with a data model for tracking deals. Ensure compliant collaboration across deal teams with role-based data sharing.

Define rules for what client- and deal-related data can be shared with which team members, based on their role in a client engagement or deal.

Branch data model and ability to automatically track banker and branch performance.

Purpose-built analytics and AI for Financial Services Cloud.

Accelerate onboarding implementation with a pre-configured template.

Collect and store KYC information in this out-of-the-box data model.

Manage the entire sales cycle from tracking sales leads and opportunities to managing account and individual contact details in one place.

Manage your forecast in a single view. Improve forecast accuracy with customizable KPIs, real-time signals, and more.

Maintain a healthy pipeline in a robust consolidated view. Track key metrics, identify changes, and de-risk deals with actionable insights.

Get built-in predictive and generative AI, from lead and opportunity scoring to insights from calls, activities, deal health, and more.

Start with templates for common service processes and customize as needed.

Restore customer trust with efficient complaint management.

Analyze complaint data with prebuilt analytics.

Data model to support disputes, guided intake forms with embedded business rules, and document management.

Self-service automation capabilities that can be embedded into existing internet and mobile banking experiences.

Manage the full case lifecycle in one place. Automatically create cases from web/email, send auto-responses, and route work to the right queue/agent.

Intelligently route cases from any channel to the right agent for the most efficient resolution.

Centralize your organization’s knowledge and accelerate case resolution with intelligently suggested articles for customers and agents.

Track and manage specific warranties, subscriptions, or maintenance agreements.

Deliver AI-powered contextual recommendations at the moment of maximum impact.

Create consumer-grade UI components.

Configure sophisticated rating procedures with factor tables, functions, and arithmetic.

Generate and share documents with template designer and merge fields.

Get orchestrated aggregation and calculation service that enables rollup of large data volumes.

Automate workflows and back-end processes.

Coordinate parallel multiuser, multistep workflows.

Build apps visually using a library of prebuilt and custom components in this drag-and-drop environment.

Download preintegrated apps from AppExchange to extend your use of the Salesforce Platform.

Manage read/write permissions for different user profiles, and control which fields different users see on every record.

The fastest way to build, extend, and manage apps — with clicks or code.

Boost sales team productivity by automating time-consuming tasks like writing emails.

Build fully featured partner-facing sites and portals that use both the sales and industry data models, components, flows, and templates.

Reach customers across every digital channel.

Solve customer service cases faster by stitching together voice with your digital channels.

Deliver smarter service with artificial intelligence and out-of-the-box analytics.

Improve customer experiences by capturing contextual feedback to deliver superior service.

Track conversational insights like keywords, talk tracks, and more.

Boost productivity by automating time-consuming tasks like writing personalized replies to customer inquiries and summarizing interactions.

Launch simple client-facing sites and portals that use industry data models, components, flows, and templates.