Financial Services Cloud

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

About Financial Services Cloud

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.

Key benefits of Financial Services Cloud

  • 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'.

  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English, French, German, Japanese, Portuguese, Spanish

    Images

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    Features

    Total features of Financial Services Cloud: 58

    • API
    • Account Alerts
    • Accounting
    • Activity Dashboard
    • Alerts/Notifications
    • Asset Management
    • Assignment Management
    • Audit Trail
    • Claims Management
    • Client Management
    • Collaboration Tools
    • Commission Management
    • Communication Management
    • Compliance Management
    • Compliance Tracking
    • Contact Database
    • Contact Management
    • Credit Card Management
    • Customer Database
    • Customizable Reports
    • Dashboard Creation
    • Data Import/Export
    • Document Management
    • Drag & Drop
    • Expense Tracking
    • Financial Analysis
    • Financial Management
    • Goal Setting / Tracking
    • Household Tracking
    • Influence Tracking
    • Insurance Policy Management
    • Insurance Rating
    • Interaction Tracking
    • Lead Management
    • Life & Health
    • Marketing Automation
    • Monitoring
    • Multi-Channel Communication
    • Multi-Channel Management
    • Multi-Currency
    • Portfolio Management
    • Property & Casualty
    • Quotes/Estimates
    • Real Time Data
    • Referral Tracking
    • Relationship Tracking
    • Reporting & Statistics
    • Risk Management
    • SSL Security
    • Task Management
    • Team Assignments
    • Territory Management
    • Third Party Integrations
    • To-Do List
    • Transaction Monitoring
    • Usage Tracking/Analytics
    • User Management
    • Visual Analytics

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    Financial Services Cloud FAQs

    Below are some frequently asked questions for Financial Services Cloud.

    Financial Services Cloud offers the following pricing plans:

    • Starting from:
    • Free Trial: Available

    Contact Salesforce for detailed pricing information.

    We do not have any information about Financial Services Cloud features

    Financial Services Cloud has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Financial Services Cloud supports the following languages:

    English, French, German, Japanese, Portuguese, Spanish

    Financial Services Cloud supports the following devices:

    Android (Mobile)

    Financial Services Cloud integrates with the following applications:

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

    Financial Services Cloud offers the following support options:

    Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for Financial Services Cloud.