See what’s new with Financial Services Cloud.
The Summer ’17 Release is here.
Build and sustain an independent advisor community, get intelligent client insights, and more from the CRM you know and trust.
Financial Services Cloud Communities
Build custom communities to fit your firm’s needs.
Build and empower your independent advisor network with Financial Services Cloud Communities. Connect directly with independent advisors to share client data — including financial accounts, goals, and relationships — in a secure, branded portal. Speed up your implementation and supercharge independent advisor productivity with Financial Services Cloud Lightning components and user profiles all in a mobile responsive design.
Actionable Client Insights with Einstein Analytics
Take client action at the exact point of insight.
Actionable Client Insights with Einstein Analytics empowers advisory teams to take action quickly on meaningful client data. Firms can log a call, task, or event directly in five Einstein Analytics dashboards, so they can work faster to deliver personalized advice at a moment’s notice. Now advisors can turn client insights into proactive advice — all without the need for supporting analysts or multiple spreadsheets.
Ready for this release?
Explore highlights from the Summer ’17 Release and learn how to craft your own release strategy over at Trailhead.
Already a customer? Join our release community and get full access to all our resources.