Deliver financial services that surpass their expectations.

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.
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Create the banking experiences your customers crave

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.

Meet the evolving needs of every insurance policyholder

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.

Deepen client relationships with a wealth management platform

Now you can supercharge advisor productivity and create client relationships that last generations – with personalised outreach, proactive insights and goal-based planning.

Deliver world-class service with a trusted investment banking platform

The industry’s most influential investment banks and buy-side firms count on Salesforce to help them collaborate securely and streamline client engagement.

Some FAQs from our financial services customers.

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.
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Reshaping in progress: 2020 changed Financial Services forever - what’s next?

Join us for this blockbuster event to take a look back at 2020 and what the year meant for Financial Services.

With Salesforce, we can accelerate our digital ambitions and continue to provide the financial services that corporates and SMEs need to prosper.”

Jonathan Holman, Head of Digital Transformation, Corporate & Commercial Banking | Santander UK

Let’s talk about you.

Ready to connect with clients and customers like never before? We’ll help you build your winning strategy.