Understand customer needs, accelerate data loads, and more with the world’s #1 CRM, reimagined for financial services.
Put customer needs at the center of every activity with Client Expressed Interests. Enhanced client profiles show all of a customer's expressed needs and the referrals created for those needs, while a new standard action streamlines the creation of referrals based on the customer's expressed interest with minimal rekeying of data. Referrals are now also linked to the customer profile, powering advanced reporting on referral activity.
Get up and running with Financial Services Cloud faster with Accelerated Data Loads. Now, advisors and bankers can upload larger data volumes in a batch using the bulk API, or data loader for Financial Services Cloud objects like the Individual or Financial Accounts. You'll spend less time setting up data and more time strengthening client relationships.