Learn how to deliver a holistic, connected, client-centric experience in your professional, legal, real estate, recruitment and education services organisation. Here’s how Salesforce can help Business Services.
Our financial cloud platform connects every layer of your data and tech stack, and gives you a 360-degree customer view, helping you drive loyalty. You can build on your existing datasets, create AI-powered apps, and transform customer experiences – with clicks, not code.
Financial Services Cloud is our world-leading customer engagement platform, reimagined for financial services. It’s the natural starting point for insurance, banking and wealth management firms, though many of our financial services customers also use Sales Cloud, Service Cloud, Marketing Cloud… you name it.
It’s more than financial software. It’s an online system of engagement designed to help you manage and improve your client and customer relationships. Or to put it another way, it’s a cloud-based platform for financial advisors, banks and insurers.
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Financial Services Cloud is Salesforce's customer relationship management tool designed specifically for the financial services industry. It allows financial services professionals to:
- See accounts, relationships and goals in a single client view
- Create plans based on a client's goals
- Track and qualify leads
- Manage tasks
CRM for Financial Services
Building good relationships with clients and prospects is essential in financial services. A CRM gives financial services businesses – including insurance companies, wealth management providers, capital markets businesses and banks – access to meaningful client insights that enable them to understand and satisfy customer needs better. Related: CRM solutions for the Insurance sector.
Benefits of CRM for Financial Services providers
CRM software offers multiple benefits that help financial services providers:
- build better client relationships
- offer more tailored and innovative solutions to clients
- get insights into current business
- manage compliance requirements
- deliver timely personalized advice
- reduce administration time.