About Financial Services Cloud
Financial Services Cloud is a customer relationship management software from Salesforce that supports financial institutions in building trusted relationships through personalized experiences. It combines Agentforce, Product advancement, and AI Use Cases so organizations can use advanced technology for better customer engagement and operational efficiency. This platform is designed to help financial services firms manage their client interactions and deliver tailored solutions. With its comprehensive features, organizations can drive advancement and meet the changing demands of the financial landscape. Key capabilities: Agentforce Product advancement AI Use Cases Best for: financial institutions that need to improve customer relationships and drive revenue growth.
Financial Services Cloud by Salesforce is a specialized customer relationship management (CRM) solution designed for the financial sector. It caters to wealth management, banking, insurance, and mortgage firms, offering a tailored experience that aligns with industry-specific needs. Built on the Salesforce platform, it provides advanced relationship management tools, automation, and AI-driven insights to help financial professionals engage clients more effectively. Key features include unified customer profiles, financial account tracking, automated workflows, compliance tools, and real-time analytics. By leveraging Salesforce’s AI-powered Einstein capabilities, it enables firms to anticipate client needs, personalize services, and enhance operational efficiency. The software is primarily cloud-based, ensuring scalability and accessibility for businesses of all sizes. The user interface of Financial Services Cloud is designed to be intuitive and highly customizable. Built on Salesforce’s Lightning Experience, it provides a clean and organized layout that allows users to navigate between client profiles, dashboards, and reports effortlessly. The system offers customizable dashboards and data visualization tools, making it easier for financial professionals to analyze trends and manage client relationships.
Pros & Cons
- +• Automates processes, reducing manual workload and freeing up time for strategic tasks.
- +• Improves efficiency in client and portfolio management, enabling more personalized service.
- +• Simplifies team collaboration, improving communication and coordination.
- +• Provides real-time visibility into financial data, enhancing decision-making and agility.
- +• Highly customizable and adaptable to specific organizational needs.
- +• Enables shared access to information, improving communication and strategic decision-making.
- +• Offers reporting and analytics functionality to identify trends, opportunities, and risks.
- +• Can be built around your business needs.
- +• Straightforward to problem-solve certain features.
- +• Ahead of the game and always upgrading.
- −• Initial implementation can require significant time and resources.
- −• Steep learning curve, especially for those unfamiliar with the platform.
- −• Integration with legacy systems can present technical challenges.
- −• Can be complex with many ways to navigate or perform the same task.
- −• Requires additional products and third-party consultants for full functionality.
- −• Can be expensive due to the need for third-party integrations and developers.
- −• Only provides a high-level view of data; transactional capabilities require coding.
Features
Key features
- • Actionable Relationship Center
- Provides a comprehensive view of customer relationships and related information in one place, enabling users to identify opportunities and take contextual action.
- • Financial Plans and Goals
- Helps advisors and customers collaborate on financial plans, track progress towards goals, and manage investments effectively.
- • Actionable Segmentation
- Uses AI to segment customers and identify the best opportunities for outreach and engagement.
- • Onboarding Console Application
- Streamlines and accelerates customer onboarding with pre-configured templates and automated workflows.
- • Discovery Framework
- Collects and validates customer information in compliance with regulations and policies.
- • Disclosure and Consent Management
- Manages disclosures and obtains customer consent securely and efficiently.
- • Self-Service Portal
- Empowers customers to access information and perform tasks independently through a self-service portal.
Additional features
- • Customer Service Rep Experience
- Provides service representatives with a unified view of customer information and tools to deliver exceptional service.
- • Service Process Studio
- Enables the design and automation of service processes to improve efficiency and customer satisfaction.
- • Financial Data Platform
- Unifies data from various sources, including core banking and financial planning systems, to create a comprehensive financial profile of each customer.
- • Visualized Insights
- Presents data in a clear and actionable way, helping users to understand customer needs and make informed decisions.
Pricing
Monthly plans
Billed Annually
USD 300
Billed Annually
USD 325
Billed Annually
USD 700
Annual plans
Billed Annually
USD 27,000
≈ USD 2,250/mo when billed annually
≈USD 2250.00/mo when billed annually
Billed Annually
USD 42,000
≈ USD 3,500/mo when billed annually
≈USD 3500.00/mo when billed annually
Billed Annually
USD 180,000
≈ USD 15,000/mo when billed annually
≈USD 15000.00/mo when billed annually
Countries & Languages
Interface languages
Billing currencies
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About Financial Services Cloud
Financial Services Cloud is a customer relationship management software from Salesforce that supports financial institutions in building trusted relationships through personalized experiences. It combines Agentforce, Product advancement, and AI Use Cases so organizations can use advanced technology for better customer engagement and operational efficiency. This platform is designed to help financial services firms manage their client interactions and deliver tailored solutions. With its comprehensive features, organizations can drive advancement and meet the changing demands of the financial landscape. Key capabilities: Agentforce Product advancement AI Use Cases Best for: financial institutions that need to improve customer relationships and drive revenue growth.
Financial Services Cloud Details
Financial Services Cloud's In-App Market Place
Does Financial Services Cloud have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Billed Annually
USD 300
Billed Annually
USD 325
Billed Annually
USD 700
Annual plans
Billed Annually
USD 27,000
≈ USD 2,250/mo when billed annually
≈USD 2250.00/mo when billed annually
Billed Annually
USD 42,000
≈ USD 3,500/mo when billed annually
≈USD 3500.00/mo when billed annually
Billed Annually
USD 180,000
≈ USD 15,000/mo when billed annually
≈USD 15000.00/mo when billed annually
Accepted Payment Currencies
Usd ($)
Pros & Cons
- • Automates processes, reducing manual workload and freeing up time for strategic tasks.
- • Improves efficiency in client and portfolio management, enabling more personalized service.
- • Simplifies team collaboration, improving communication and coordination.
- • Provides real-time visibility into financial data, enhancing decision-making and agility.
- • Highly customizable and adaptable to specific organizational needs.
- • Enables shared access to information, improving communication and strategic decision-making.
- • Offers reporting and analytics functionality to identify trends, opportunities, and risks.
- • Can be built around your business needs.
- • Straightforward to problem-solve certain features.
- • Ahead of the game and always upgrading.
- • Initial implementation can require significant time and resources.
- • Steep learning curve, especially for those unfamiliar with the platform.
- • Integration with legacy systems can present technical challenges.
- • Can be complex with many ways to navigate or perform the same task.
- • Requires additional products and third-party consultants for full functionality.
- • Can be expensive due to the need for third-party integrations and developers.
- • Only provides a high-level view of data; transactional capabilities require coding.
Financial Services Cloud's Support Options
Contact
1-800-664-9073Financial Services Cloud's Alternatives
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