Get full visibility into your customer with a consolidated, customizable view. Unite customer data across any device or channel using fields from the account and contact objects on the Financial Services Cloud client profile. Follow and share client records in a single step, and give your administrators the ability to manage duplicate records easily.
Keep your CRM data up to date in real time using Salesforce Inbox’s plug-ins for Gmail and Outlook. Save time and increase efficiency by empowering bankers and advisors to add data to Financial Services Cloud without having to leave their email inbox. And sell smarter with contextual information from Financial Services Cloud displayed within your email inbox.
Connect to your customers and close more deals with Pardot. Identify your best leads with access to marketing interactions within Financial Services Cloud, then close those deals.
With Engage, your sales team can lead the conversation with a library of curated marketing content that they can deploy in just one click. All interactions are tracked in Pardot and Financial Services Cloud, so you have visibility into engagement.
Create deeper relationships with entire households with a streamlined view of each member’s roles and opportunities. With such detailed household information, bankers and advisors can be more productive than ever. The Relationship Map and Group Builder can now be configured to hide information based on users’ roles, simplifying the interface and providing additional privacy for customer data.
Access patient administration messages directly in Health Cloud. Our new electronic health record (EHR) integration uses HL7 v2.x standards, so Health Cloud can process and file data such as patient demographics, hospital admission/discharge/transfer (ADT), clinic appointments, and allergies. This capacity can be extended to handle any type of HL7 message that your integration engine can convert into JSON format.
Use Field Service Lightning to easily manage a mobile healthcare workforce. Field care providers can access patient data and interactively update goals and tasks in the patient’s care plan from their mobile Android or iOS devices. Care organizations can easily manage and optimize the scheduling of field care providers.