Expedite decision-making to close deals faster.
The Financial Services Cloud for Slack app supports team collaboration, account strategizing, and Salesforce workflow automation in Slack. Create a digital HQ to help banking, insurance, or wealth management teams secure customers for life.
Financial Services Cloud For Slack app
The smart money is on Slack collaboration.
Share real-time customer insights from Financial Services Cloud, so your teams get the right deal context in-channel. Employees strategize more quickly and close deals more efficiently, while working from anywhere.
Automate tasks for more customer face time.
The Financial Services Cloud for Slack app makes it easy to automate Salesforce workflows. This frees teams from daily, repetitive tasks, giving them time to build customer relationships.
Break down silos and enhance collaboration.
When teams collaborate in Slack, they break down the silos that sap sales growth. The integration combines the collaborative benefits of a digital HQ with the powerful Salesforce capabilities you already trust.