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.
United States
Founded 1999
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.
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Salesforce Financial Services Cloud
Financial Services Cloud: Best Financial Services CRM for Banks, Wealth Managers, and Insurance Companies.
Funding
Public (CRM)
Ad
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