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.


2016 Connected Investor Report: Insights into the Advisor-Investor Relationship

Integrated sales, service, and marketing solutions trusted by the world’s leading banks.

Integrated sales, service, and marketing solutions trusted by the world’s leading banks.

  • Connect with your customers.

    As financial customers engage through more channels than ever, it’s critical to deliver experiences that feel connected, memorable, and personal. That’s why some of the industry’s most influential companies count on Salesforce to unify the customer’s information and experiences across every touch point and deliver game-changing analytics and insight.

  • Wealth Management reimagined.

    Salesforce solutions use the full power of social, mobile, and cloud to take productivity to a whole other level. Financial advisors can deliver effortless, proactive, 1:1 services that build stronger connections with clients and heirs alike. So when wealth ultimately changes hands, relationships do too.

    Download e-book

Want all your apps to be intelligent? Meet Salesforce Einstein.

Introducing artificial intelligence (AI) to make every app a smart app. So now you can embed intelligence everywhere to create predictive apps for employees and customers. And because it's part of the Salesforce platform, it works just the way you want it to.

Learn more

  • Helping banks make the most of every lead.

    Helping banks make the most of every lead.

    Salesforce Lead and Referral for Retail Banks funnels each lead to the right agent, advisor, or manager, delivering a connected, relevant, seamless, 1:1 experience throughout the journey.

    Download Whitepaper

Great Financial Services customers. Great stories.

Salesforce adapts to the unique language of each industry, helping customers transform every process, connect in a whole new way, and succeed.

Barclays Bank

“With Salesforce, we have transformed the mortgage process at Barclays.”— Jackie Uhi, Managing Director, Barclays Mortgage Distribution

Crowdcube grows faster and works sharper with Salesforce

The UK Financial Conduct Authority uses Salesforce to help maintain the levels of trust required in the UK Financial Services industry.

Bank Of Cyprus UK: Cashing in on superior customer service with Salesforce

More visible and more accurate business information helps Al Rayan Bank cash in with a 30% reduction in administrative overhead

Aegon pushes the digital agenda with greater customer intelligence, sharper marketing content, and smarter sales processes

View Story

Further resources

Further resources

Salesforce Financial Services Cloud 3 Core Advantages

Financial Services Cloud 3 Core Advantages

Salesforce Financial Services Cloud delivers intuitive engagement actions, easy collaboration tools and complete client information in a connected platform, allowing advisors to get more time in their day to focus on building client relationships.


Bringing the Customer Into Focus

You know better lead and referral management yields improvements, but have you crunched the numbers? You may be leaving money on the table. Read this white paper to learn more.


Rebooting Wealth Management

An estimated $41 trillion in wealth will transfer over the next generation. This white paper explores the challenges and opportunities, and how wealth managers can use social, mobile, and cloud technology to position themselves for success.


Questions? We have the answers.

Every industry has its own unique challenges and opportunities. So Salesforce creates unique solutions, geared to your industry, to help you take full advantage of social, mobile, cloud, and analytics as you transform your business. Learn how.

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