Increase productivity with all-new features for Financial Services Cloud and Health Cloud.
Financial Services Cloud
Insurance Innovation for Financial Services Cloud
Provide a unified experience to help policyholders and their families protect what they care about with the Insurance Innovation for Financial Services Cloud. Unlock a complete view of your KPIs and policyholders' policy information — including coverages, claims, and life events — with its new insurance data model, console app, and other out-of-the-box functionality.
Lightning Flows for Financial Services Cloud
Help customer service reps and agents manage everyday support requests across the banking and insurance industries, such as changing an address or reporting a claim. Easily integrate important data by connecting these customizable templates to back-end systems.
Create more personal, need-based customer engagements — across sales and service — by capturing and visualizing important life events like having a baby, changing jobs, or buying a home.
Lightning Scheduler: Inbound Scheduling
Save employees time by using CRM data to streamline and personalize the customer scheduling process in communities, custom websites, and apps. Help customers book appointments with prebuilt flows and a convenient, self-service scheduling interface.
Einstein Analytics for Financial Services Enhancements
The complete intelligence platform for financial services now extends into retail banking. Get AI-powered insights and analytics embedded right where you work — analyze customer deposits and loans, your referrals and activities, and even predict customer churn and account growth using out-of-the-box AI datasets.
Action Plans Enhancements
Deliver consistent and compliant customer engagements in more processes — like onboarding financial accounts and resolving cases — with Action Plans, which now supports additional standard and custom objects.
Life Sciences Program Management
Increase program adherence and improve patient outcomes with new enhanced program management. Easily enroll and manage patients to drive the maximum impact for your care programs.