See what’s new with Financial Services Cloud.
The Winter ’18 Release is here.
Get greater insights into financial accounts, drive rollups to multiple joint owners, and more with the world’s #1 CRM, reimagined for financial services.
Financial Services Cloud for Retail Banking
Increase banker productivity and be the bank your customers love.
Financial Services Cloud for Banking increases productivity and visibility into customer needs with new objects and rollups, a powerful Banker Lightning Console, and a packaged Personal Banker profile. This out-of-the-box functionality reduces time-to-value. Integrations to best-of-breed operational banking systems enable end-to-end digital transformation.
Customizable Financial Accounts and Rollups
Supercharge financial accounts with customized views and rollups.
Admins can now customize financial accounts to surface the most relevant client information to users. Plus, the enhanced rollup capability gives admins the flexibility to configure custom rollup rules for financial accounts and create rollups to multiple joint owners.
See what’s new with Health Cloud.
The Winter ’18 Release is here. Check out all our newest features.
Discover increased productivity, improve collaboration, and more on the CRM platform you know and trust.
Health Cloud Lightning Console
Take care team productivity to the next level.
The power of Lightning is now inside Salesforce Health Cloud. This upgrade improves performance and speed, especially when working across Salesforce Customer 360. Lightning also gives you the ability to customize your workflow with Lightning components and apps so you can get more done, faster.
Health Cloud Empower Timeline
Improve collaboration across the entire care team, from physicians to family.
The Householding Map allows care coordinators to view all of a patient’s relationships, from physicians to family members. Improve your team’s ability to work together across different care plans to support patients more holistically. And empower families to support patients at every step of their care journey.