Salesforce Financial Services Cloud Description

Trust grows when work flows. With Financial Services Cloud and Slack, you can collaborate in real-time, instantly share insights, keep compliance, and make faster, smarter decisions from anywhere. To build stronger client relationships, empower senior bankers, analysts and compliance managers as well as group heads. Manage your pipelines, collaborate effectively across deal teams, leverage third-party data, ensure that information is shared with the correct people at the right times, and ensure that you have the right people in the right place at the right time. Transform your banking operations to be more responsive to customer needs and financial well-being. Empower employees to deliver seamless experiences across channels. With omni-channel engagement and agile product innovation, embrace the digital imperative of the industry. All of this is possible from one cloud platform.

Pricing

Free Trial:
Yes

Integrations

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Company Details

Company:
Salesforce
Year Founded:
1999
Headquarters:
United States
Website:
www.salesforce.com/solutions/industries/financial-services/overview/

Media

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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
24/7 Live Support
Online

Salesforce Financial Services Cloud Features and Options

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Salesforce Financial Services Cloud Lists