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Salesforce Financial Services Cloud lets Bankers, Insurers and Advisors build trust by unifying the customer experience to grow their business and deepen customer engagement. Financial services managers can accelerate digital transformation by delivering a personalised service that customers expect. Get a single view of each customer’s activity across channels, geographies, and lines of business, both consumer and commercial. Now everyone across your financial institution, can visualize customer relationships and associated key information in one place, to drive trusted customer interactions. Provide your customers with a consistent and engaging experience across channels.
Salesforce Financial Service Cloud makes it easy for your customers to connect with you from anywhere at any time with customizable communities. It allows you to manage goals, cases, policies, and documents in a unified platform to create a single source of truth for your customers. By identifying live events and areas of opportunity to drive contextual action for investments, lending, mortgage, and insurance right out of the box, the Customer360 platform empowers you to build trusted customer relationships for your financial institution.
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Deliver experiences that drive client loyalty. |
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Scale-up your business. |
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Deliver personalized advice from any time, anywhere with smart customer insights and engagement tools. Delight clients at opportune moments by collaborating with them on their financial goals. |
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Benefit from greater and clearer visibility into existing household opportunities and get a holistic view of all financial assets. Track referrals from Centers of Influence, and transform your client base into a potent referral network. |
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Work smarter and maximize work efficiency |
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Manage compliance with confidence. |
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Instantly access all of your client data at one central location. Free up time spent on routine administrative tasks and invest more time in fostering client relationships. With a device-friendly custom app, advisors can maximize every hour on the go. |
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Drive collaboration across the entire organization. Get secure access to client and household profiles and manage compliance. And get instant visibility on client interactions and information shared with them. |
Let’s look at some of the core benefits delivered by Salesforce Experience Cloud:
Lead Tracking
Financial Services Cloud allows you to keep a close watch over leads and referrals. It comes with productivity-enhancing tools and integrated apps that help your teams keep track of all opportunities from generation to conversion.
Activity Tracking
Financial Services Cloud eliminates communication gaps amongst team members. It automates critical tasks to meet the specific goals which can be auto-assigned to appropriate team members based on their profile. As a business owner, it will give you a bird's eye view of progress.
Advisor Analytics
Salesforce Financial Services Cloud is powered with the Lighting Dashboard that is designed to assist financial advisors to make smart and informed decisions for their clients, driving growth. Users can effortlessly customize their dashboards to deliver relevant snapshots for assisted decision-making.
Unified Data Model
With Financial Services Cloud, financial advisors can effortlessly manage their customer's data model, household models, individual data model account, or personal account data model, all on a single unified platform.
Turbocharge Customer Care
One of the most powerful benefits of Salesforce Experience Cloud is its intuitive customer care. Customers always expect more, including advice, prompt query resolution, open communication, and more. Salesforce Financial Services Cloud allows companies to meet all these expectations. Experience Cloud keeps a track of all of the customer's activities, visualizes customer relationships, streamlines coordination among stakeholders, and delivers complete transparency.
Enhance Engagement
Salesforce Experience Cloud enriches the engagement amongst all business cycle constituents – customers, advisors, partners, employees. It unlocks new opportunities and augments the whole digital experience. By leveraging the power of AI, Salesforce Experience Cloud delivers reliable and trustworthy analytics, empowering companies to make swift, informed, intelligent decisions.
Conclusion
Salesforce Financial Services Cloud is a powerful tool for wealth managers, bankers, insurance advisors, and business and IT executives. It empowers them to make faster and smarter decisions thereby driving up productivity. In simple terms, it allows you to stay ahead of the curve. So if you are in the business of financial services, and want to turbocharge your productivity and growth, talk to a Salesforce Consultant today and begin your new journey.
About Author
Indranil is a technology enthusiast with over 25 years of experience in project management, operations, technology and business development. Indranil has led project teams in egovernance, business process re-engineering, product development and worked with Government and Corporate customers. Indranil truly believes in the power of technology to drive productivity and growth for teams and businesses.
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