Financial Services Cloud from SalesForce

A wealth management software for financial service management.

About Financial Services Cloud from SalesForce

Financial Services Cloud from Salesforce creates customized experiences for your wealth management needs. Advisors will enjoy the CRM’s ability to better understand client needs that improve your client relationships.

Wealth management capabilities will deliver proactive advie and help build relationships with your clients. Banking will let you handle retail and commercial banking features such as risk control. Insurance will let you connect agents with policy holders and brokers. Lending will help analyze risk areas, go over loan applications, and educate borrowers.

Video Overview

Financial Services Cloud from SalesForce Features

  • Clients
  • Opportunities
  • Advisor Analytics
  • Reports
  • Dashboards
  • Calendar
  • Tasks
  • Notes

Financial Services Cloud from SalesForce Target Market

  • Insurance
  • Wealth Management
  • Banking
  • Lending

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