Frequently Asked Questions (FAQ)

These are the questions we hear a lot and you'll find the answers below. But if you have others, please don't hesitate to contact us - we're here to help.

Say hello to the world's #1 CRM solution, reimagined for financial services. Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. 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 personalised advice at scale across any channel or device.

When we designed Financial Services Cloud, it was a collaboration with leading customers across the financial services industry to ensure we were creating a seamless experience that would promote more personal client engagements. With a unique Client Data Model at the center of Financial Services Cloud, firms have access to all the information needed to strengthen every client engagement opportunity. Strategic partnerships with best-in-class industry leaders make it easy to deliver superior service with portfolio rebalancing, custodian data services, and asset aggregation across all every account. Plus, as part of the Salesforce platform, Financial Services Cloud benefits from our continuous innovation with three seamless updates a year. This means you'll have ongoing access to new features and enhancements designed to grow your business faster.

We’ve made it easier to track who’s who and who knows who. With Financial Services Cloud, you can turn your client base into an active referral network by tracking referrals from Centers of Influence or from within your own firm. And our related lists functionality showcases the individuals who are key to cultivating new business. The result? 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.

Built on the word's #1 CRM solution, Financial Services Cloud comes out of the box with all the core Sales Cloud features, plus new custom fields and objects modeling financial accounts, assets, liabilities, and goals for both individual clients and across entire households. This means advisors no longer have to spend time and money customising their CRM to speak the language of their firm.

Financial Services Cloud, combined with Salesforce Shield, offers a powerful suite of compliance features. This means advisors, agents, and firms can adhere to new regulatory standards at scale. Easily drive repeatable and visible collaboration across the entire firm. Keep track of client relationships and communications. And establish consistent onboarding tasks to ensure the client's best interests are always at the center of each interaction.

Very 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 our 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.

You don't have to be a Salesforce expert to get up and running with Financial Services Cloud. We offer a number of helpful resources created specifically for data integration. We’ll work with you to build a complete solution that addresses all your business needs. Plus, we ensure a level of scalability that promotes continuous innovation.

We understand that great technology alone is not enough to guarantee success. Each and every Financial Services Cloud customer has a robust ecosystem of partners to support your business as part of our Customer Success Services. From Salesforce Customer Success Managers to one of the million members in our success community, we have a team of people dedicated to your success.