Salesforce Financial Services Cloud
Financial Services Cloud is the best of Salesforce, designed specifically for banks, wealth managers, and insurance companies. It is tailor-made for anyone handling money in a hyper-competitive world, with out-of-the-box industry-specific features and a data model designed for financial services.
What is Salesforce Financial Services Cloud?
Financial Services Cloud comes with all the features of Sales Cloud and Service Cloud, plus an industry-specific data model, objects, and capabilities. Key features include real-time insights, automated compliance, and a 360-degree view of every client. Additional capabilities include intelligent need-based referrals and scoring, intelligent form reader, rollups by lookup, real-time digital quoting, end-to-end policy management, product and rating management, claims management, and group benefits management.
Financial Services Cloud: Best Financial Services CRM for Banks, Wealth Managers, and Insurance Companies.
Funding
Public (CRM)
