Unify the banking experience, deliver convenience at scale, accelerate and extend innovation using the #1 platform for customer success.
About Salesforce Financial Services Cloud
Salesforce Financial Services Cloud integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels. From tellers at retail banks to wealth & asset management advisors, Salesforce will help you transform how you work with customers as well as how you work within your organization.
Be the bank your customers love by delivering trust, transparency and convenience across both their personal business finals needs.
Accelerate time to value with an industry-specific B2C & B2B data mode.
Financial Services Cloud allows banks to understand who their customers are, what financial products they have, and what they need.
Speed up resolutions times and free up agents with Einstein Bots.
Ready bots for two of the most common service issues in retail banking: reporting lost cards and travel notifications dramatically accelerates your chat bots deployment.
Engage your customers with self-service portals.
Leverage the financial services data model and components within self-service, customizable communities that feature embedded business processes.
Explore the unified financial services platform to know customers, engage them and personalize their experiences.
Retail and Commercial Banking Console App
Financial Summaries & Rollups
Client & Household Profiles
Relationship Groups, Builder & Mapping
Intelligent Referral Management
Financial Account Cases, Alerts & Goals.