Financial Service Cloud

Salesforce financial services cloud refers to a proactive platform to attain visibility into client business investments and goals to provide personalized advice. Basically, it is a wealth management CRM software that aids clients attain their business goals by managing investments, insurance, holdings, accounts, and liabilities on a unified platform. It offers great productivity tools that help financial advisors to interact with their clients and provide proactive goal-based solutions. In addition, the Financial services cloud provides personalized services across any channel to re-establish customer success stories.
Features of Salesforce Financial Services Cloud
  • New Lightning-empowered solutions:

    The novel features of Salesforce Financial Service Cloud provide a comprehensive look of the client to offer tailor-made and the best customer experiences to ensure an appealing relationship with them.
  • Commercial banking app:

    This feature helps to get a consolidated view of the customer profile including his financial and business reports and enables us to focus on high-net-worth outlooks and smoothly integrate new clients. In this regard, business and commercial bankers get a chance to attain an exclusive view of their accounts, records, and opportunities on their new index page. In addition, features such as Treasury Administration and Smart Business Referrals in Financial Cloud help the relationship managers to have a glance at the particular interest of the client in a banking product or a service and redirect the referrals to the concerned department.
  • Lightning Scheduler:

    This feature allows relationship managers and customers to instantly book appointments that are installed in the Salesforce workflow. For instance, a sales rep can easily book a meeting with a colleague or a prospect and even customers can easily schedule a meeting with Salesforce financial services cloud insurance broker by making use of a site or a mobile app.
  • Action Plans:

    It allows Salesforce experts at Miri to collaborate over different departments in a digital or forward-looking approach. For instance, a private banker can avail the benefit of an Action Plan to on-board a new client in a smooth manner and allot work and assignments to him automatically across multiple domains.

    In a nutshell, the implementation of the Salesforce Finance Cloud positions the client at the centre of businesses by ensuring automatic tracking of data of client investments and policies. It can help financial advisors to develop strong relationships with clients by working effectively across various networks. A complete view of a client’s financial profile benefits advisors to provide personalized service to assist the clients to achieve their business goals.

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