FINANCIAL SERVICES CLOUD

 

Build trusted relationships by 
serving families and businesses 
from anywhere.

 

Accelerate transformation and build trusted relationships with Financial Services Cloud.

 

Win more deal mandates with client insights and built-in compliance.

Empower senior bankers, analysts, compliance managers, and group heads to drive deeper client relationships. Manage pipelines, collaborate efficiently across deal teams, leverage internal and third-party data, and ensure information is shared with the right people at the right time.

Fuel investment banker productivity and compliant collaboration.

See how the Salesforce Corporate and Investment Banking Innovation fuels banker productivity, collaboration and compliance across the entire deal lifecycle.
 

Know your customers like never before.

Understand who your customers are, what financial products they have, and what they need to achieve their life goals. With 360-degree visibility into customers’ financial profiles, you can unite your bank and drive loyalty with needs-based selling.
Learn how banking providers and lenders can rebuild for an all-digital future
 

Unify insurance experiences.

See the exciting reveal of our new insurance innovation for Financial Services Cloud, and learn how it can help you build extraordinary customer trust.

Bring insurers and policyholders closer together.

Offer advice, resolve claims, and put policyholders at ease. With a single, comprehensive view of each policyholder, agents, brokers, and service reps can do more for their customers — and in record time.
 
 
 

See how the Royal Bank of Canada transformed advisor productivity.

 

Make smarter and faster client decisions.

Strengthen client relationships by delivering faster, more personalized financial advice. With a 360-degree view of goals, accounts, investments, and more, you can proactively reach out to clients when opportunities arise and stay one step ahead of their expectations.

Deepen and grow your book of business.

Benefit from more visibility into a client’s family wealth ecosystem, and get a holistic view of both managed and held-away assets. Keep track of your clients’ top relationships and uncover new opportunities to deepen and grow your book of business across multiple networks.
 

Simplify lending experiences.

Increase speed, transparency, and teamwork throughout the mortgage process. Grow your business by engaging prospects earlier. Deepen borrower relationships with a complete view of their finances. And inspire trust with an approach built for open collaboration.

Streamline the mortgage process.

Reduce complexity for loan officers and borrowers with guided, connected processes across any system or channel. Consolidate relevant data into a single view, making it easy to track progress, manage documentation, and collaborate every step of the way.
 
 

Explore the advantages of Salesforce for Financial Services.

 

Case study

Webinar