Automate financial services with Flow.

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Simplify complex financial processes and create seamless customer experiences.

Banking

Streamline banking experiences.

Easily onboard customers, automate complaint processing, and dispute fraudulent transactions quickly.

Salesforce Flow Workflow Automation Tools

Insurance

Drive underwriter productivity.

Drive straight-through processing of digital applications and automate referrals.

Data Security: Cloud Data Security by Salesforce Platform

Wealth & Asset Management

Deliver premium guidance.

Proactively advise and easily deliver modern client engagement with automation.

The scalability of the platform helps our admins and developers build the automations and tools that really help the advisors serve their clients’ needs.

Rohit Gupta
Director, RBC Wealth Management, U.S.

See the Story

What would you like to automate?
Explore our top three flows for financial services.

Financial Discovery

Streamline the complicated mortgage process with a workflow template to easily capture borrower assets, expenses, and relevant financial details.

Digital Policy Self-Service

Give customers their policy info however they want it. Use prebuilt workflows to let customers quickly view details and complete transactions without needing a contact center agent.

Financial notifications on mobile device

Common Insurance Tasks

Make policy additions, removals, and cancellations automatically. Let customers update details and communication preferences on their own. Clear out the tedium and automate a variety of time-consuming processes with workflow templates for insurance.

Get started with prebuilt automations for financial services.

Retail Banking

Activate Card		Activate a new debit or credit card linked with a financial account.

Close Account		Close a financial account.

Dispute Transactions		Dispute one or more transactions for a financial account.

Order Checks		Send checks for a financial account to the customer’s billing or shipping address.

Send Documents		Send various financial documents for an account to the customer’s billing or shipping address.

Send Statement		Email an account statement or send it to the customer’s billing or shipping address.

Update Billing Date and Frequency		Change the billing date and frequency for a financial account.

Update Card Limits		Update the daily withdrawal or credit limit for a card associated with a financial account.

Update Communication Preferences		Update a customer’s communication preferences. The preferences include email, phone, marketing, and fax.

Fee Reversal		Allows the CSR to reverse a fee on an account or escalate the case to a manager.

Address Update		Allows a CSR to capture a customer’s new address for one or more financial accounts and collect documents for updating the address.

Insurance

Add Beneficiary to Policy		Add a beneficiary to a life or home insurance policy.

Add Driver to Auto Policy		Add a driver to an auto insurance policy.

Cancel Policy		Cancel an insurance policy.

Initiate FNOL		Initiate the first notification of loss for an insurance policy.

Initiate Loan Against Policy		Initiate a loan against a policy at the customer’s request.

Send Documents		Send policy-related documents for an insurance policy to the customer’s billing or shipping address.

Update Communication Preferences		Update a policyholder’s communication preferences. The preferences include email, phone, marketing, and fax.

Update Customer Details		Update policyholder information, such as name, email address, and phone number.

Update Lienholder		Change the lienholder on a home or auto insurance policy.

Update Policy Beneficiary Details		Update a policy beneficiary’s information, such as name, email address, phone number, and share percentage.

Update Premium Payment Date and Frequency		Change the premium payment date and frequency for an insurance policy.

Update Premium Payment Method		Change the current method or add a method for paying the premium of an insurance policy.

Mortgage

Assets and Liabilities		Collects borrower financial details like account assets, real estate assets, other assets, liabilities, and monthly expenses.

Borrower Information		Collects personal borrower details like name, address, military service, employment history, other income, application property details, declarations, and demographics.

Lender Loan Information		Collects general application details like property, title, loan, borrower qualification details, and homeowner education or housing counseling attendance.

Mortgage Flow Launcher		Collects borrower details of a request for help with loans or loan applications. Supports borrower document uploads.

Summary View		Displays summary sections for selected mortgage objects based on the Unified Residential Loan Application (URLA).

Get started with prebuilt automations for financial services.

Customer Service

Vlocity Insurance Interaction Console — Customer 360 View		This feature provides a 360° view of customers' account details, their stories (activities), and intelligent offers based on their preferences. It also displays policies and products card with contextualized actions for different types of policies.

Interaction Launcher Set-Up		This process drives a portal user or a customer service agent to create a new case for an account.Use Vlocity Interaction Launcher for authenticating the caller by validating caller-provided details and asking verification questions to validate that the caller is a genuine customer before sharing account information or proceeding with transactions. It also helps contact center agents know the transactions allowed for different caller roles.

Industries Service Excellence — Insurance Customer 360° Console		A FlexCard-based layout that help provides customer service representatives a 360° view of the customer information.

Industries Service Excellence — Identity Verification		Flow-based identity verification allows the customer service representative to verify the end user based on data provided by their inputs.

Fee Reversal		A service process for Fee Reversal which empowers the Service Agent to take appropriate action such as instant reversal or escalation to manager.

Address Change		A process that allows service representatives to capture the new address for one or more financial accounts, collect documents for updating the addresses of a customer.

Policy Administration

Setup Business Account for BOP Quote - Reusable		A guided flow that assists the user search and select Business Account and related Contact for creating a Business Owners Policy Quote. This guided flow is a reusable OmniScript for flows with the same use case/context.

Multi-Insured Auto Policy Product & Rating Set-Up		A pre-configured multi-instance auto product where the users can add more than one vehicle as the insured item and associate more than one driver to each vehicle while issuing an Insurance Policy. In addition to Product Setup, the users can set the rating procedure using the Business Rules Engine (Expression Sets + LookUp Tables). The feature has been pre-configured for the users' reference.

Watercraft (Marine) Product & Rating Set-Up		A pre-configured multi-instance marine product where the user can add more than one watercraft as an insured item while issuing a policy. In addition to Product Setup, the rating procedure has been pre-configured for the users' reference.

Renters Product & Rating Setup		A pre-configured single-instance renters product with property and valuables mapped as an insured item with specific attributes setup for renters. In addition to Product Setup, the rating procedure has been pre-configured for the users' reference.

Homeowners Product & Rating Setup		A pre-configured single-instance homeowners product with property and valuables mapped as an insured item with specific attributes setup for renters. In addition to Product Setup, the rating procedure has been pre-configured for the users' reference.

Critical Illmess & Supplemental Health product SetUps		A detailed reference product setup for critical illnesses and supplemental health available with a functional census-based rating process for quoting and member enrollment.

Medical, Dental & Vision Product and Rating SetUps		Generic medical, dental, and vision reference product setups are available with a functional census-based rating for quoting and member enrollment.

Claims Management

Property Claim — First Notice of Loss (FNOL)		The Auto First Notice of Loss (FNOL) OmniScript flow guides the customer service representative and policyholder through the FNOL process of an auto insurance claim.

Auto Claim — First Notice of Loss (FNOL)		The PandC Auto First Notice of Loss (FNOL) flow guides the Customer Service Rep and Customer through the FNOL process of an auto insurance claim.

Add Payee to Claim		The Add Payee functionality allows the end-user (Claims Adjuster) to add a Payee to an already created claim record using our OOTB services with OmniStudio capabilities.

Policy Service

Multi-Insured Auto Policy — Remove Driver		This OmniScript flow allows the users to remove a driver from their multi-auto insurance policy. Once this flow executes, it creates a new policy version applicable from the selected effective date for driver removal.

Multi-Insured Auto Policy — Modify Coverages		This guided flow allows the users to modify coverages of their multi-instance auto policy.

Multi-Insured Auto Policy Quote		This OmniScript Flow allows the users to get a quote for auto insurance. They can provide information on one and more drivers and automobiles that must be covered and get rates on each coverage and vehicle to create a Quote using our OOTB package services.

Cancel Policy		This OmniScript allows the users to Cancel an active policy using the OOTB service from our Insurance Service catalog.

Print Business Owners Proposal		This OmniScript allows the users to generate a document for the BOP Quote and send it as an email attachment to the customer.

Modify Policy Coverages		A guided flow for users to make any modifications to their policy coverage limits/deductibles for single instance product-based policies using our OOTB package services and Lightning Web Components.

Multi-Insured Auto Policy — Add Driver		A guided OmniScript flow for the end-user to add a driver on their existing multi-auto insurance policy on a particular effective date. Once the flow executes, it creates a new policy version effective from the date as selected by the user during the flow.

Multi-Insured Auto Policy — Remove Vehicle		This OmniScript flow allows users to remove a vehicle from their multi-auto insurance policy. Once this flow executes, it creates a new policy version applicable from the selected effective date for vehicle removal.

Multi-Insured Auto Policy — Add Vehicle		A guided OmniScript flow for the end-user to add a vehicle to their existing multi-auto Insurance Policy on a particular effective date. Once the flow executes, it creates a new policy version effective from the date as selected by the user during the flow.

Member Enrollment Flow		A guided OmniScript flow is pre-configured for end users to execute by logging into the member portal. Members can select from plans like medical, dental, vision, and add-ons and add them to their benefits bag.

Group Bulk Enrollment		This OmniScript flow helps the group benefits admin to bulk enroll group members by uploading a census .csv file with member and plan details. Once members are enrolled, a policy is created for each primary member with beneficiaries as policy participants.

Communities (Sites)

Digital Policyholder Self-Service Portal		Salesforce Industries Digital Insurance delivers real-time quoting, applications, and servicing policy transactions through a responsive web portal for policyholders.

Digital Insurance Broker Portal		Salesforce Industries Digital Insurance delivers real-time quoting, applications, and servicing of policy transactions through a responsive web portal for brokers and producers.

Member Portal — Group Benefits		A pre-configured Salesforce Customer Community site where a group member can log in and perform the following functions: - See a summary of plans/benefits opted. - Execute a guided flow to enroll self on group plans. - Get plan details and documents.

Broker Portal — Group Benefits		A pre-configured Salesforce Partner Community site where a group broker (partner) can log in and perform the following functions: - See a summary of group plans/benefits offerings. - Execute a guide flow for bulk enrolling members to group plans. - Get plan details and documents. - See data and metrics based on their day-to-day functions.

Policy Admin (Commercial Lines)

Commercial Auto Product & Rating with BRE		A pre-configured Commercial Auto Product where more that one vehicle can be added as insured item to multiple Locations for a Commercial Policy. This Product is configured to support granchildren level coverages with preimum calculation. In addition to Product Setup, the users can set the rating procedure using the Business Rules Engine (Expression Sets + LookUp Tables). The feature has been pre-configured for the users' reference.

Policy Sales

Watercraft (Marine) Quote		A guided OmniScript flow where the end-user can enter their watercraft and operator details to get a Quote for the marine insurance policy. Here, the end-user can enter more than one watercraft to insure under a single policy.

Issue Policy		A generic guided OmniScript flow that takes a quote and issues policy using our OOTB Insurance Services.

Property (Homeowners/Renters) Quote		This process allows the user to get a quote for Property (Homeowners/Renters) Insurance. Users can provide the property details which will be stored and used by the rating engine to calculate the premium while creating a Quote using our OOTB package services.

Business Owners Policy (BOP) Quote		This process provides an example of end-to-end quoting for a Business Owner Policy. Users can enter business and property details which will be stored and used by the rating engine to calculate premium while creating a Quote using our OOTB package services.

Quote, Contract and Enroll		Group quoting, contract generation, and member enrollment functionalities are pre-configured using OmniStudio, out-of-the-box Lightning Web Components, and apex services for small groups.