New features

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.

Client Profile Builder

Easily add a new individual profile in a single, fast flow.

Quickly and easily initiate new client relationships across your entire book of business with the Client Profile Builder. Expedite the time it takes to create an individual profile on the Advisor home page by directly linking Account, Contact, and Household information in two simple steps. Add or remove any varying fields and capture individual and group details in one place.

Ready for this release?

Explore highlights from the Summer ’17 Release and learn how to craft your own release strategy over at Trailhead. 


Learn more about the Summer ’17 release
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