{"id":67363,"date":"2023-06-29T00:00:00","date_gmt":"2023-06-29T07:00:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=67363"},"modified":"2023-06-29T04:37:48","modified_gmt":"2023-06-29T11:37:48","slug":"financial-services-cloud-personalized-service","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/","title":{"rendered":"New Salesforce Innovations Help Financial Services Institutions Deliver Personalized Insights with AI, Data, and CRM"},"content":{"rendered":"\n<p>Today, Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage customers\u2019 financial plans and deliver intelligent, personalized financial insights at scale. And with <a href=\"https:\/\/www.salesforce.com\/products\/financial-services-cloud\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Financial Services Cloud<\/a>, <a href=\"https:\/\/www.salesforce.com\/news\/press-releases\/2023\/06\/07\/marketing-commerce-gpt-news\/\" target=\"_blank\" rel=\"noreferrer noopener\">Marketing GPT<\/a> and <a href=\"https:\/\/www.salesforce.com\/products\/genie\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Data Cloud<\/a>, marketers at financial institutions can now deliver automated, personalized customer experiences powered by generative AI and trusted first-party data.&nbsp;&nbsp;<\/p>\n\n\n\n<aside class=\"contextual-driver has-text-align-left contextual-driver--einstein\">\n\t<header class=\"tidbit-header\">\n\t\t<h2 class=\"tidbit-head\">\n\t\t\tExplore Financial Services Cloud\t\t<\/h2>\n\t<\/header>\n\t<div class=\"tidbit-body\">\n\t\t<p><\/p>\t<\/div>\n\t\t\t<p class=\"tidbit-link label\">\n\t\t\t<a class=\"label has-right-arrow has-right-arrow--small\" href=\"https:\/\/www.salesforce.com\/products\/financial-services-cloud\/overview\/?d=cta-body-promo-8\" target=\"_blank\">\n\t\t\t\t<span>Click here<\/span>\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 14 10\">\n\t<path d=\"M13.92 5.38a1 1 0 000-.76.9.9 0 00-.17-.26.25.25 0 000-.07l-4-4a1 1 0 00-1.46 1.42L10.59 4H1.07a1 1 0 000 2h9.52l-2.3 2.29a1 1 0 000 1.42 1 1 0 001.42 0l4-4a.25.25 0 000-.07.9.9 0 00.21-.26z\" \/>\n<\/svg>\n\t\t\t<\/a>\n\t\t<\/p>\n\t\t\t\t<img class=\"tidbit img-einstein\"\n\t\tsrcset=\"\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@0.5x.png 84w,\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@1x.png 168w,\n\t\t\thttps:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@2x.png 336w\n\t\t\"\n\t\tsrc=\"https:\/\/www.salesforce.com\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@1x.png\"\n\t\talt=\"Illustration of einstein\"\n\t\tsizes=\"(min-width:1024px) 175px, 130px\"\n\t>\n\t<\/aside>\n\n\n\n\n<p><strong>Why it\u2019s relevant: <\/strong>Company data is often dispersed across <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/connectivity-report-2023\/\" target=\"_blank\" rel=\"noreferrer noopener\">multiple disconnected systems<\/a>, making it difficult to provide the personalized experiences that financial services customers expect. In a <a href=\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-trends-ai\" target=\"_blank\" rel=\"noreferrer noopener\">new Salesforce survey<\/a>, 62% of customers said they would switch financial services providers if they felt treated as a number, not a person, and <a href=\"http:\/\/salesforce.com\/connectedcustomer\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">73% expect companies<\/a> to understand their unique needs and expectations. Data from <a href=\"https:\/\/www.salesforce.com\/news\/stories\/generative-ai-ethics-survey\/\" target=\"_blank\" rel=\"noreferrer noopener\">another Salesforce study<\/a> shows 76% of financial services employees believe generative AI will help them better serve their customers.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Personalized Financial Engagement enables financial institutions to connect disparate data systems by creating a unified profile of each customer and delivering more automated and intelligent customer journeys at scale with generative AI.&nbsp;&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-jetpack-slideshow\" data-effect=\"slide\"><div class=\"wp-block-jetpack-slideshow_container swiper-container\"><ul class=\"wp-block-jetpack-slideshow_swiper-wrapper swiper-wrapper\"><li class=\"wp-block-jetpack-slideshow_slide swiper-slide\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"776\" height=\"1646\" alt=\"\" class=\"wp-block-jetpack-slideshow_image wp-image-67381\" data-id=\"67381\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png?w=483\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png 776w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png?w=141&amp;h=300 141w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png?w=768&amp;h=1629 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png?w=483&amp;h=1024 483w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png?w=724&amp;h=1536 724w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png?w=124&amp;h=264 124w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png?w=172&amp;h=365 172w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png?w=678&amp;h=1438 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png?w=71&amp;h=150 71w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image5.png?w=91&amp;h=193 91w\" sizes=\"(max-width: 776px) 100vw, 776px\" \/><figcaption class=\"wp-block-jetpack-slideshow_caption gallery-caption\">Personalized Financial Engagement empowers financial institutions with real-time signals to anticipate customers\u2019 financial behaviors and offer actionable insights at the right moment in time.<\/figcaption><\/figure><\/li><li class=\"wp-block-jetpack-slideshow_slide swiper-slide\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"1999\" height=\"1128\" alt=\"\" class=\"wp-block-jetpack-slideshow_image wp-image-67382\" data-id=\"67382\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=1024\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png 1999w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=768&amp;h=433 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=1024&amp;h=578 1024w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=1536&amp;h=867 1536w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=500&amp;h=282 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=678&amp;h=383 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=150&amp;h=85 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=342&amp;h=193 342w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image6.png?w=1218&amp;h=687 1218w\" sizes=\"(max-width: 1999px) 100vw, 1999px\" \/><figcaption class=\"wp-block-jetpack-slideshow_caption gallery-caption\">Personalized Financial Engagement empowers financial institutions with real-time signals to anticipate customers\u2019 financial behaviors and offer actionable insights at the right moment in time.<\/figcaption><\/figure><\/li><\/ul><a class=\"wp-block-jetpack-slideshow_button-prev swiper-button-prev swiper-button-white\" role=\"button\"><\/a><a class=\"wp-block-jetpack-slideshow_button-next swiper-button-next swiper-button-white\" role=\"button\"><\/a><a aria-label=\"Pause Slideshow\" class=\"wp-block-jetpack-slideshow_button-pause\" role=\"button\"><\/a><div class=\"wp-block-jetpack-slideshow_pagination swiper-pagination swiper-pagination-white\"><\/div><\/div><\/div>\n\n\n\n<p><strong>Innovation in action:<\/strong> Salesforce\u2019s new Personalized Financial Engagement solution draws upon the full power of the Salesforce <a href=\"https:\/\/www.salesforce.com\/products\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Customer 360<\/a> and includes:&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Data Cloud for Financial Services<\/strong> connects and integrates customer data, such as interaction, behavioral, and transactional data across systems to give financial institutions a unified profile of each customer and real-time insights. For example, a banker can be alerted if a prospective customer has a loan with a different financial institution so they can proactively reach out to offer a better loan term.&nbsp;<\/li>\n\n\n\n<li><strong><strong>Financial Plans and Goals<\/strong> <\/strong>uses data to help bankers and wealth advisors identify their customers\u2019 financial goals and track progress. For example, a banker can be alerted when their customer is getting close to their goal of saving $50,000 for a house down payment. At that point, an automated message can be sent congratulating the customer on their milestone and connect them with the banker who can guide them through their home purchase journey.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-jetpack-slideshow aligncenter\" data-effect=\"slide\"><div class=\"wp-block-jetpack-slideshow_container swiper-container\"><ul class=\"wp-block-jetpack-slideshow_swiper-wrapper swiper-wrapper\"><li class=\"wp-block-jetpack-slideshow_slide swiper-slide\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"1389\" alt=\"\" class=\"wp-block-jetpack-slideshow_image wp-image-67485\" data-id=\"67485\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png?w=1024\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png 1440w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png?w=300&amp;h=289 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png?w=768&amp;h=741 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png?w=1024&amp;h=988 1024w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png?w=264&amp;h=255 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png?w=378&amp;h=365 378w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png?w=678&amp;h=654 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png?w=150&amp;h=145 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png?w=200&amp;h=193 200w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image2-2.png?w=1218&amp;h=1175 1218w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><figcaption class=\"wp-block-jetpack-slideshow_caption gallery-caption\">Financial Goals and Plans simplifies integration with financial planning by capturing customer goals with business APIs. With built-in automation and AI, financial professionals are more empowered to anticipate their customers&#8217; needs and engage them at relevant times.<\/figcaption><\/figure><\/li><li class=\"wp-block-jetpack-slideshow_slide swiper-slide\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"1389\" alt=\"\" class=\"wp-block-jetpack-slideshow_image wp-image-67486\" data-id=\"67486\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png?w=1024\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png 1440w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png?w=300&amp;h=289 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png?w=768&amp;h=741 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png?w=1024&amp;h=988 1024w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png?w=264&amp;h=255 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png?w=378&amp;h=365 378w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png?w=678&amp;h=654 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png?w=150&amp;h=145 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png?w=200&amp;h=193 200w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/image4-1.png?w=1218&amp;h=1175 1218w\" sizes=\"(max-width: 1440px) 100vw, 1440px\" \/><figcaption class=\"wp-block-jetpack-slideshow_caption gallery-caption\">Financial Goals and Plans simplifies integration with financial planning by capturing customer goals with business APIs. With built-in automation and AI, financial professionals are more empowered to anticipate their customers&#8217; needs and engage them at relevant times.<\/figcaption><\/figure><\/li><\/ul><a class=\"wp-block-jetpack-slideshow_button-prev swiper-button-prev swiper-button-white\" role=\"button\"><\/a><a class=\"wp-block-jetpack-slideshow_button-next swiper-button-next swiper-button-white\" role=\"button\"><\/a><a aria-label=\"Pause Slideshow\" class=\"wp-block-jetpack-slideshow_button-pause\" role=\"button\"><\/a><div class=\"wp-block-jetpack-slideshow_pagination swiper-pagination swiper-pagination-white\"><\/div><\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Marketing GPT for Financial Services <\/strong>uses generative AI and trusted first-party data from Data Cloud to automatically generate personalized emails and create audience segments quickly. Now, a marketer at a financial institution can put potential first-time home buyers into a specific segment based on their financial profile, then generate an email to the segment and engage them on a journey toward their first home purchase.&nbsp;<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\"><div class=\"wp-block-image__wrapper\">\n<figure class=\"aligncenter\"><a href=\"#\" class=\"wp-block-image__modal-toggle\" aria-expanded=\"false\" data-modal-id=\"1-modal\"><span class=\"screen-reader-text\">Open Image Modal<\/span><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/e6jtPjSNk8QuuuGhtCd_ZbYHT40-PGOaZYRRglpQ60YV8sha2yry-8lCSesxOt-FfphRhy6laehTyWZEKMoUSi5ofbsdb8sGV5oD7ednqUVLeUVCb1KnHqrtxDJhaAQ42cqy1YoSymoBFNMj7Pyh1xE\" alt=\"\"\/><\/a><figcaption class=\"wp-element-caption\"><em>Marketing GPT\u2019s Segment Creation feature gives marketers at financial institutions the ability to create audience segments quickly and improve targeting using natural language prompts and AI-driven recommendations based on trusted data from Data Cloud.<\/em><\/figcaption><\/figure>\n<div id=\"1-modal\" class=\"image-modal\" aria-hidden=\"true\" aria-labelledby=\"image-dialog-title\"><div class=\"image-modal__overlay\" tabindex=\"-1\" data-a11y-dialog-hide><\/div><div class=\"image-modal__content\" role=\"dialog\"><button class=\"image-modal__close-button\" type=\"button\" data-a11y-dialog-hide aria-label=\"Close this image dialog window\"><svg viewBox=\"0 0 26 25\" height=\"16\" width=\"16\" fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><rect x=\".626\" y=\"22.753\" width=\"32\" height=\"3\" rx=\"1.5\" transform=\"rotate(-45 .626 22.753)\"\/><rect x=\"2.747\" y=\".125\" width=\"32\" height=\"3\" rx=\"1.5\" transform=\"rotate(45 2.747 .125)\"\/><\/svg><\/button><h1 id=\"image-dialog-title\" class=\"screen-reader-text\">Image Modal<\/h1>\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/e6jtPjSNk8QuuuGhtCd_ZbYHT40-PGOaZYRRglpQ60YV8sha2yry-8lCSesxOt-FfphRhy6laehTyWZEKMoUSi5ofbsdb8sGV5oD7ednqUVLeUVCb1KnHqrtxDJhaAQ42cqy1YoSymoBFNMj7Pyh1xE\" alt=\"\"\/><figcaption class=\"wp-element-caption\"><em>Marketing GPT\u2019s Segment Creation feature gives marketers at financial institutions the ability to create audience segments quickly and improve targeting using natural language prompts and AI-driven recommendations based on trusted data from Data Cloud.<\/em><\/figcaption><\/figure>\n<\/div><\/div><\/div><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Marketing Cloud Engagement for Financial Services<\/strong> provides a set of prebuilt templates that enables marketing teams to launch personalized journeys faster. For example, marketers can send a welcome email for a client who just opened a new checking account for their small business using a pre-built template.&nbsp;<\/li>\n\n\n\n<li><strong>MuleSoft Direct for Financial Services Cloud<\/strong> provides banking standards-based integration templates to connect and access core banking data like customer and account addresses and customer balances and transactions, in days rather than months. Now, when a customer service representative needs to perform a transaction, like reversing a fee, all the information is in one place, eliminating the need to switch to another application.<\/li>\n<\/ul>\n\n\n\n<p><strong>Soundbite:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&#8220;Our goal is to help our customers understand their customers better, and there is no better way to do this than with AI, real-time data and CRM. Personalized Financial Engagement is just one more way we&#8217;re helping our customers realize faster time to value, process their data at scale, and apply AI to help build more streamlined, automated and personalized client engagement experiences that drive better business outcomes.&#8221; \u2013 Eran Agrios, SVP &amp; GM of Financial Services, Salesforce<\/li>\n<\/ul>\n\n\n\n<p><strong>Customer highlights:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mascoma Bank<\/strong>: \u201cThrough the exciting integration of Financial Services Cloud with Data Cloud, bankers will be able to see a customer\u2019s entire relationship with the bank and understand activity surrounding the customer and their accounts. By leveraging Salesforce as our single system of record for all customer, account, and transaction data, bankers are now better equipped to help their clients reach their financial wellness goals.\u201d \u2013 Samantha Pause, Chief Brand and Innovation Officer&nbsp;<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>By leveraging Salesforce as our single system of record for all customer, account, and transaction data, bankers are now better equipped to help their clients reach their financial wellness goals.<\/p>\n<cite>Samantha Pause, Chief Brand and Innovation Officer, Mascoma bank<\/cite><\/blockquote>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>RBC Wealth Management U.S.:<\/strong> \u201cWith Salesforce Financial Service Cloud, Marketing Cloud, and MuleSoft, our advisors are using the power of the Customer 360 to bring all of the customer\u2019s information together into a single unified profile to elevate client outreach and bring personalization to new heights. And by embedding Einstein AI into our CRM, we\u2019re transforming the way our business interacts with its clients.\u201d \u2013 Greg Beltzer, Head of Technology<\/li>\n<\/ul>\n\n\n\n<p><strong>Availability:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Data Cloud for Financial Services is available now.<\/li>\n\n\n\n<li>Financial Plans and Goals will be generally available in winter 2024.<\/li>\n\n\n\n<li>Segment Creation for Marketing GPT will be in pilot this summer, and generally available in October 2023.<\/li>\n\n\n\n<li>Email Content Creation for Marketing GPT will be in pilot in October 2023, and generally available in February 2024.<\/li>\n\n\n\n<li>Marketing Cloud Engagement for Financial Services is available now.<\/li>\n\n\n\n<li>MuleSoft Direct for Financial Services Cloud is available now.<\/li>\n<\/ul>\n\n\n\n<p><strong>More information:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Learn more about Personalized Financial Engagement from Salesforce <a href=\"https:\/\/www.salesforce.com\/products\/financial-services-cloud\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/li>\n\n\n\n<li>Read the Connected Financial Services Customer Report, which reveals emerging trends reshaping the sector <a href=\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-trends-ai\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/li>\n<\/ul>\n\n\n\n<p><em>Any unreleased services or features referenced here are not currently available and may not be delivered on time or at all. Customers should make their purchase decisions based upon features that are currently available.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Today, Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage customers\u2019 financial plans and deliver intelligent, personalized financial insights at scale. And with Financial Services Cloud, Marketing GPT and Data Cloud, marketers at financial institutions can now deliver automated, personalized customer experiences powered by [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":67515,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"_jetpack_memberships_contains_paid_content":false,"alternateThumbnailId":0,"sf_product_cta_id":0,"footnotes":""},"categories":[1],"tags":[],"sf_content_type":[1727],"sf_theme":[1912],"sf_topic":[],"sf_product":[],"sf_industry":[1780],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[1798],"sf_collection":[],"sf_visibility":[],"coauthors":[],"class_list":["post-67363","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","sf_content_type-news-announcements-product","sf_theme-digital-transformation","sf_industry-financial-services","sf_location-global"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>New Salesforce Innovations Help Financial Services Institutions Deliver Personalized Insights with AI, Data, and CRM - Salesforce<\/title>\n<meta name=\"description\" content=\"Today, Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Salesforce Innovations Help Financial Services Institutions Deliver Personalized Insights with AI, Data, and CRM\" \/>\n<meta property=\"og:description\" content=\"Today, Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/\" \/>\n<meta property=\"og:site_name\" content=\"Salesforce\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/salesforce\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-06-29T07:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-29T11:37:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@salesforcenews\" \/>\n<meta name=\"twitter:site\" content=\"@salesforcenews\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"NewsArticle\",\"@id\":\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/\"},\"author\":{\"name\":\"\",\"@id\":\"\"},\"headline\":\"New Salesforce Innovations Help Financial Services Institutions Deliver Personalized Insights with AI, Data, and CRM\",\"datePublished\":\"2023-06-29T07:00:00+00:00\",\"dateModified\":\"2023-06-29T11:37:48+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/\"},\"wordCount\":1084,\"publisher\":{\"@id\":\"https:\/\/www.salesforce.com\/news\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/\",\"url\":\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/\",\"name\":\"New Salesforce Innovations Help Financial Services Institutions Deliver Personalized Insights with AI, Data, and CRM - Salesforce\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/news\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg\",\"datePublished\":\"2023-06-29T07:00:00+00:00\",\"dateModified\":\"2023-06-29T11:37:48+00:00\",\"description\":\"Today, Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/#primaryimage\",\"url\":\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg\",\"contentUrl\":\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg\",\"width\":1200,\"height\":675},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.salesforce.com\/news\/#website\",\"url\":\"https:\/\/www.salesforce.com\/news\/\",\"name\":\"Salesforce\",\"description\":\"Get the latest Salesforce press releases, announcements, stories, and media contacts. See today\u2019s CRM news.\",\"publisher\":{\"@id\":\"https:\/\/www.salesforce.com\/news\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.salesforce.com\/news\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.salesforce.com\/news\/#organization\",\"name\":\"Salesforce\",\"url\":\"https:\/\/www.salesforce.com\/news\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.salesforce.com\/news\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2020\/08\/default.jpg\",\"contentUrl\":\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2020\/08\/default.jpg\",\"width\":1200,\"height\":630,\"caption\":\"Salesforce\"},\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/news\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/salesforce\/\",\"https:\/\/x.com\/salesforcenews\",\"https:\/\/www.linkedin.com\/company\/salesforce\/\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"New Salesforce Innovations Help Financial Services Institutions Deliver Personalized Insights with AI, Data, and CRM - Salesforce","description":"Today, Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/","og_locale":"en_US","og_type":"article","og_title":"New Salesforce Innovations Help Financial Services Institutions Deliver Personalized Insights with AI, Data, and CRM","og_description":"Today, Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage","og_url":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/","og_site_name":"Salesforce","article_publisher":"https:\/\/www.facebook.com\/salesforce\/","article_published_time":"2023-06-29T07:00:00+00:00","article_modified_time":"2023-06-29T11:37:48+00:00","og_image":[{"width":1200,"height":675,"url":"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_creator":"@salesforcenews","twitter_site":"@salesforcenews","twitter_misc":{"Est. reading time":"6 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/#article","isPartOf":{"@id":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/"},"author":{"name":"","@id":""},"headline":"New Salesforce Innovations Help Financial Services Institutions Deliver Personalized Insights with AI, Data, and CRM","datePublished":"2023-06-29T07:00:00+00:00","dateModified":"2023-06-29T11:37:48+00:00","mainEntityOfPage":{"@id":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/"},"wordCount":1084,"publisher":{"@id":"https:\/\/www.salesforce.com\/news\/#organization"},"image":{"@id":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/#primaryimage"},"thumbnailUrl":"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/","url":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/","name":"New Salesforce Innovations Help Financial Services Institutions Deliver Personalized Insights with AI, Data, and CRM - Salesforce","isPartOf":{"@id":"https:\/\/www.salesforce.com\/news\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/#primaryimage"},"image":{"@id":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/#primaryimage"},"thumbnailUrl":"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg","datePublished":"2023-06-29T07:00:00+00:00","dateModified":"2023-06-29T11:37:48+00:00","description":"Today, Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.salesforce.com\/news\/stories\/financial-services-cloud-personalized-service\/#primaryimage","url":"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg","contentUrl":"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg","width":1200,"height":675},{"@type":"WebSite","@id":"https:\/\/www.salesforce.com\/news\/#website","url":"https:\/\/www.salesforce.com\/news\/","name":"Salesforce","description":"Get the latest Salesforce press releases, announcements, stories, and media contacts. See today\u2019s CRM news.","publisher":{"@id":"https:\/\/www.salesforce.com\/news\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.salesforce.com\/news\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.salesforce.com\/news\/#organization","name":"Salesforce","url":"https:\/\/www.salesforce.com\/news\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.salesforce.com\/news\/#\/schema\/logo\/image\/","url":"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2020\/08\/default.jpg","contentUrl":"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2020\/08\/default.jpg","width":1200,"height":630,"caption":"Salesforce"},"image":{"@id":"https:\/\/www.salesforce.com\/news\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/salesforce\/","https:\/\/x.com\/salesforcenews","https:\/\/www.linkedin.com\/company\/salesforce\/"]}]}},"jetpack_featured_media_url":"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/06\/PersonalizedFinsLaunch.jpg","jetpack_sharing_enabled":true,"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Salesforce","distributor_original_site_url":"https:\/\/www.salesforce.com\/news","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/posts\/67363","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/comments?post=67363"}],"version-history":[{"count":14,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/posts\/67363\/revisions"}],"predecessor-version":[{"id":67578,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/posts\/67363\/revisions\/67578"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/media\/67515"}],"wp:attachment":[{"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/media?parent=67363"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/categories?post=67363"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/tags?post=67363"},{"taxonomy":"sf_content_type","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_content_type?post=67363"},{"taxonomy":"sf_theme","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_theme?post=67363"},{"taxonomy":"sf_topic","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_topic?post=67363"},{"taxonomy":"sf_product","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_product?post=67363"},{"taxonomy":"sf_industry","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_industry?post=67363"},{"taxonomy":"sf_role","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_role?post=67363"},{"taxonomy":"sf_multimedia_asset","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_multimedia_asset?post=67363"},{"taxonomy":"sf_location","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_location?post=67363"},{"taxonomy":"sf_collection","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_collection?post=67363"},{"taxonomy":"sf_visibility","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_visibility?post=67363"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/coauthors?post=67363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}