Financial Services Cloud

Financial Services Cloud

The world's #1 CRM, reimagined for financial services.

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Financial Services Cloud Overview

Unite bankers and advisors with the world's #1 CRM, reimagined for financial services. Built upon Sales and Service Cloud, firms can unlock the full power of their financial institution across different lines of business, core systems, processes, and channels.

The Financial Services Cloud data model comes with out-of-the-box industry standard objects built directly on the Salesforce platform. These objects model financial accounts, assets, loans, deposits, liabilities, and financial life goals for individual clients and entire households — saving firms time and money on customizations. Plus, with a robust partner ecosystem personal bankers and financial advisors can supercharge their productivity with integrations to financial planning tools, electronic forms, data aggregation services, loan origination systems systems and more.

Track customer relationships in the visual Relationship Map, source and manage new customer opportunities with Intelligent Needs-Based Referrals, and create Customizable Communities that provide a consistent customer experience across channels. Plus, with the Lightning App Builder, admins can build the ideal user experience in no time with easy-to-use, drag-and-drop components. With three releases a year, Financial Services Cloud offers banks and wealth management firms the opportunity to accelerate business growth and maintain a competitive edge with artificial intelligence and powerful analytics tools built right into the Salesforce platform.

Unlock the full power of your financial institution today with Financial Services Cloud.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

Asia, Canada, Europe, United States

Supported Languages

English, French, German, Japanese, Portuguese, Spanish

Financial Services Cloud Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Contact Salesforce for detailed pricing information.

Financial Services Cloud Features

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Financial Analysis
  • Multi-Currency
  • Real Time Data
  • Reporting & Statistics
  • Third Party Integration

  • Accounting Integration
  • Accounting Management
  • Billing & Invoicing
  • Electronic Payments
  • Expense Tracking
  • Invoice Management
  • Invoice Processing
  • Receiving
  • Workflow Management

Additional information for Financial Services Cloud

Key features of Financial Services Cloud

  • A visual client relationship map
  • Account alerts
  • Advisor Homepage
  • Alerts / Notifications
  • B2C Client Data Model
  • Banker Console
  • Banking Data Model Extensions
  • Client & Household List Segmentation
  • Client & Household Profiles
  • Collaboration tools
  • Custom views
  • Customizable Financial Rollup Summaries
  • Drag & drop interface
  • Einstein Analytics for Financial Services Cloud
  • Einstein analytics
  • Field audit trail
  • Financial Accounts (Wealth & Retail Banking)
  • Financial Goals
  • Financial management
  • Holistic view of client data
  • Household & Relationship Groups
  • Household tracking
  • Influence tracking
  • Integrations (list on website)
  • Intelligent to-do list
  • Monitor data access
  • Needs Assessment
  • Platform encryption
  • Referral Management (built on leads)
  • Referral tracking
  • Relationship Map
  • Relationship tracking
  • Suite of compliance features
  • Task management
  • Team assignments
  • Usage tracking
  • Wallet Share Calculations
  • Wealth Reports & Dashboards

Benefits

  • The solution helps supercharge productivity by helping users to manage client engagements, household relationships, and financial life goals from a single connected platform.

  • Financial Services Cloud helps reduce administrative work, enabling advisors to deliver more intelligent and personalized advice to clients.

  • Stay on top of workloads with an intelligently compiled list, and keep track of important tasks on any device.

  • The solution helps advisors deliver a concierge level of service using a comprehensive set of productivity and engagement features.

  • With Financial Services Cloud, organizations can turn their client base into an active referral network by tracking referrals from within the firm, or from 'centers of influence'.

  • Financial Services Cloud FAQs

    Below are some frequently asked questions for Financial Services Cloud.

    Q. What type of pricing plans does Financial Services Cloud offer?

    Financial Services Cloud offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Contact Salesforce for detailed pricing information.

    Q. What are the main features of Financial Services Cloud?

    Financial Services Cloud offers the following features:

    • A visual client relationship map
    • Account alerts
    • Advisor Homepage
    • Alerts / Notifications
    • B2C Client Data Model
    • Banker Console
    • Banking Data Model Extensions
    • Client & Household List Segmentation
    • Client & Household Profiles
    • Collaboration tools
    • Custom views
    • Customizable Financial Rollup Summaries
    • Drag & drop interface
    • Einstein Analytics for Financial Services Cloud
    • Einstein analytics
    • Field audit trail
    • Financial Accounts (Wealth & Retail Banking)
    • Financial Goals
    • Financial management
    • Holistic view of client data
    • Household & Relationship Groups
    • Household tracking
    • Influence tracking
    • Integrations (list on website)
    • Intelligent to-do list
    • Monitor data access
    • Needs Assessment
    • Platform encryption
    • Referral Management (built on leads)
    • Referral tracking
    • Relationship Map
    • Relationship tracking
    • Suite of compliance features
    • Task management
    • Team assignments
    • Usage tracking
    • Wallet Share Calculations
    • Wealth Reports & Dashboards

    Q. Who are the typical users of Financial Services Cloud?

    Financial Services Cloud has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Financial Services Cloud support?

    Financial Services Cloud supports the following languages:

    English, French, German, Japanese, Portuguese, Spanish

    Q. What type of pricing plans does Financial Services Cloud offer?

    Financial Services Cloud has the following pricing plans:

    Subscription

    Q. Does Financial Services Cloud support mobile devices?

    We do not have any information about what devices Financial Services Cloud supports

    Q. What other apps does Financial Services Cloud integrate with?

    Financial Services Cloud integrates with the following applications:

    Autofy, Chargent, FinancialForce Accounting, QuickBooks, QuickBooks Online, SAP Concur, Sage Intacct, Salesforce Sales Cloud, Workato, Xero

    Q. What level of support does Financial Services Cloud offer?

    Financial Services Cloud offers the following support options:

    FAQs, Online Support, Phone Support