The future of financial services is here:
Financial Services Cloud.

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Financial Services Cloud

The future of financial services is here: Financial Services Cloud.

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See what Gartner has to say about Financial Services Cloud.

Financial Services Cloud

Supercharging advisor productivity to focus
on client needs.

Supercharging advisor productivity to focus on client needs.

  • Build stronger relationships with the Connected Client.

    Investors today are mobile, social, and connected, and they expect responsive 1-to-1 relationships. With 55% of Investors saying they want to collaborate with their Financial Advisors, and $2 trillion in assets set to pass on to the next generation, the dynamic is changing. Financial Services Cloud has the powerful tools you need to stay connected with clients in real-time, nurture deeper relationships, and take your productivity, and business growth, to the next level.

    EXPLORE SIX WAYS TO GROW AUM WITH
    FINANCIAL SERVICES CLOUD

Financial Services Cloud
Financial Services Cloud
Financial Services Cloud
  • 1-to-1 Client Relationships

    Match dreams with client’s goals.

    Create rich investor profiles centered around personal goals, family needs and pivotal life events. Access alerts, assign tasks and collaborate with team members all from the Salesforce platform. Then nurture deeper relationships by staying in touch with proactive tracking and event alerts that remind you to reach out when clients need you most.

    Discover the needs of wealth management’s changing demographics

    Smarter Actions

    Work smarter, and grow your business faster.

    Keep important tasks, and client data front and center with the Advisor Home page. And spend less time on administrative tasks, and more time focusing on clients, with productivity tools and integrated partner apps that allow you to automate routine processes with customizable actions, and track client referrals so you’ll never miss an opportunity.

Financial Services Cloud
  • Client Engagement

    Deliver personalized service anytime, anywhere.

    Connect with clients from any device. And build stronger client relationships by engaging with clients in micro-moments, responding to timely account alerts, and collaborating across the household on key life goals.

  • Partner with the gold standard in wealth management.

    Salesforce Financial Services Cloud is built on the world’s #1 CRM platform, with leading financial services partners, including PwC, Accenture, Deloitte, Yodlee, ASI and Informatica.

Financial Services Cloud

Resources

Six Ways to Grow AUM with Financial Services Cloud

Six Ways to Grow AUM with Financial Services Cloud

Looking for ways to grow your AUM? Financial Services Cloud offers six distinctive strategies you can implement immediately. Get started with this April Rudin white paper.

 
2016 Connected Investor Report

2016 Connected Investor Report

Win in 2016 by learning how to exceed clients expectations as this report shares the trends and attitudes that motivate investors across global financial markets.

 
Gartner

Gartner Research: Financial Services Cloud

See what the world’s leading information technology research and advisory company has to say about the world’s #1 CRM, reinvented for financial advisors.

 

“With Financial Services Cloud,
our advisors manage clients’ entire
financial lives.”

“With Financial Services Cloud, our advisors manage clients’ entire financial lives.”

— Mike Capelle, Head of Platform, United Capital

 
United Capital Bank logo

Our partners are leaders in wealth management:

partner logos

2016 CONNECTED INVESTOR REPORT

What’s the #1 reason clients choose their financial advisor?

We asked 7,900+ investors. “Convenience” came in a close second. To find out the top answer, download our new report.

DOWNLOAD NOW

2016 CONNECTED INVESTOR REPORT

What’s the #1 reason clients choose their financial advisor?

We asked 7,900+ investors. “Convenience”
came in a close second. To find out the
top answer, download our new report.

DOWNLOAD NOW

 
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