The financial services industry is built on client and customer relationships. Today you can forge even deeper, longer-lasting connections – by delighting customers, clients and partners with intelligent, contextual experiences.
Access rich customers profiles across all your retail bank’s products and business lines. With smart insights, your employees can identify new opportunities, convert more leads, and create customers for life.
Create better experiences for everyone in the insurance value chain – with omni-channel integration across social, web, email and more, all on a single platform.
Now you can supercharge advisor productivity and create client relationships that last generations – with personalised outreach, proactive insights and goal-based planning.
The industry’s most influential investment banks and buy-side firms count on Salesforce to help them collaborate securely and streamline client engagement.
We’re constantly working with insurers, banks and wealth management firms to provide the customer and client engagement platform of their dreams. Here are just a few questions they come to us with.
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.
In this age of the customer, general insurance providers are transforming to create effortless digital experiences. Find out how.

We are in the midst of a technology revolution. With Salesforce, we can adapt faster, act smarter, and achieve better outcomes.”

Jackie Uhi, Managing director | Barclays
Ready to connect with clients and customers like never before? We’ll help you build your winning strategy.