Unify the financial services experience and unlock loyalty with Financial Services Cloud.

Connect everything around the customer with the world's #1 CRM, reimagined for financial services.

 
 

Salesforce Announces New Insurance Capabilities in Financial Services Cloud, Connecting Agents, Customer Service Reps, and Policyholders in New Ways

Artificial intelligence and a 360-degree view of each policyholder let insurance professionals understand and advise their customers better than ever.
 

Unlock the full power of your financial institution.

Build trust and loyalty by putting your customers at the center of every interaction. And connect your entire institution across channels, geographies, and lines of business with Financial Services Cloud.

BANKING

 

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.

Increase engagement with intelligence.

Create seamless customer experiences, identify customers’ financial needs, and provide proactive service across all channels. Using artificial intelligence, your bank employees can be their best and deliver increased value to customers.

Insurance

 

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.

It’s never been easier to 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.

Mortgage and Lending

 

Simplify mortgage 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.

Wealth Management

 

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. Plus, with the visual Client Relationship Map, you can keep track of your clients’ top relationships and uncover new opportunities to deepen and grow your book of business across multiple networks.

Customer Case Studies

 
 
 

See how Sequoia Financial Group achieved a 361% ROI with Financial Services Cloud.

 
 

See how Paducah Bank unlocks ROI with Financial Services Cloud.

 

Take a look inside the minds of today’s investors.

 

82%

DO NOT USE THE SAME FINANCIAL ADVISOR AS THEIR PARENTS *

 

47%

ARE INTERESTED IN ARTIFICIAL INTELLIGENCE TO HELP REACH FINANCIAL GOALS *

 

48%

OF MILLENNIALS SAY THEY HAVE TO SCHEDULE AN IN-PERSON MEETING WITH THEIR ADVISOR TO MAKE INVESTMENT CHANGES *

* See more in our “Connected Investor Report."

Have questions?
Let’s talk.

We look forward to answering your questions and explaining all the exciting ways Financial Services Cloud can help your organization.

OR CALL 1-800-667-6389