An Overview: Salesforce Financial Services Cloud
Get to know the leading technology solution for those in financial services.
Engage stakeholders across all segments of financial services
How can you build relationships, increase revenue, and empower customers, clients, members, employees, and partners with the right information at the right time?
It takes a combination of industry expertise and technology — starting with a platform proven to provide real-time access to critical data, visibility into unique journeys, and meaningful insights at every touchpoint.
Superior support through COVID-19
Financial Services Cloud makes it possible to seamlessly and strategically serve customers, members, and clients while circumventing health and safety risks to those you serve and those you employ.
A couple of key examples:
- Financial institutions can deploy customer communities to provide self-service and fast support while mitigating long phone wait times
- Lightning Scheduler for Financial Services Cloud allows users to choose from available time slots to provide necessary in-person services while adhering to social distancing guidelines
These efforts not only serve to engage existing customers, members, and clients, but also to increase the economic stability of financial services organizations that would otherwise miss significant opportunities for acquisition and retention due to the pandemic.
The benefits of Financial Services Cloud for your business
By reducing friction and improving efficiency, Financial Services Cloud deepens and optimizes the everyday and urgent communications and workflows between your teams and those you serve.
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Banking and Lending
A great customer experience demands timely and relevant communications, insights, and access across all devices. Financial Services Cloud makes it easier to track and visualize customer relationships, source and prioritize referrals, streamline handoffs and coordination among key stakeholders, and provide visibility throughout banking and borrowing processes.
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Wealth Management
Ensure trust and transparency with Financial Services Cloud. With true relationship intelligence, you can capture and visual up-to-the-moment account information within and across clients, households, and networks; curate and provide access to essential client information and partner solutions for advisors — all in one place; empower advisors with Next Best Action recommendations powered by Salesforce Einstein.
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Insurance
In order to meet the needs of every unique policyholder, agents and customer service reps need 360-degree views of each policyholder’s milestones, real-time insights and analytics to inform coverage recommendations, and out-of-the-box dashboards. Financial Services Cloud provides the immediate, inside look policyholders and insurers need most.
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Capital Markets
Powerful workflow tools help capital markets firms operationalize and streamline their processes. Bankers can track deal and investment pipelines with powerful opportunity management features, while action plans help client services and investor relations teams onboard new clients. Relationship modeling capabilities help firms visualize their assets under management and provide a foundation for building custom solutions for investment banking, private equity, real estate, and more.
Prove it: ROI on Financial Services Cloud
Our client Axcess Financial saw a 3x lift in originations with Salesforce Marketing Cloud and Financial Services Cloud.
“Before we were very siloed. We had our retail customers and we had our online customers. Now we’re able to bridge the gap to view and understand a whole collective of customers. So it doesn’t matter if they’re retail or online anymore. We can holistically cover everyone versus breaking down into those silos.”
Read the Story
Why partner with Silverline on your Financial Services Cloud journey?
The financial services landscape is constantly evolving toward more personalized experiences, real-time internal and external collaboration, predictive analytics, and the elimination of paper processes. Financial Services Cloud is at the forefront of this movement, and Silverline is uniquely positioned to help you reap the benefits.
As a Salesforce Platinum Partner with expertise in financial services, we leverage best practices acquired through more than a thousand implementations, with a core financial services team that possesses industry knowledge across all lines of business. We know Financial Services Cloud, and we’re ready to combine your needs with the power of the platform.
