Improve productivity in Financial Services Cloud and Health Cloud with all-new features.
Financial Services Cloud
Personalize customer experiences and capitalize on every expressed interest by booking appointments with the right person, at the right time and place. Drive efficiency and uncover insights by embedding scheduling within CRM processes, such as lead, referral, and opportunity management.
Einstein Analytics for Financial Services
Uncover actionable insights faster with a new analytics product built specifically for financial services. The first release of this new product enables financial advisors to manage their book of business better by providing insights across client goals and satisfaction, lead and referral performance, and sales execution.
Capture key information about your patients’ and members’ social determinants of health, like housing and transportation, using a library of determinants, barriers, and interventions. Deliver more holistic care and personalized care on one connected platform.