Salesforce Financial Services Cloud Overview
Salesforce Financial Services Cloud enhances relationship growth and reduces service costs. Personalized insights are delivered at scale, establishing it as the premier financial services CRM.
Use Cases
Customers recommend Engagement Management, Contact List Management, Collaboration, as the business use cases that they have been most satisfied with while using Salesforce Financial Services Cloud.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Financial Services Cloud.
Salesforce Financial Services Cloud Use-Cases and Business Priorities: Customer Satisfaction Data
Salesforce Financial Services Cloud works with different mediums / channels such as Website. and Mobile.
Salesforce Financial Services Cloud's features include Personalization, Alerts: Popups & Notifications, Dashboard, etc. and Salesforce Financial Services Cloud support capabilities include Chat Support, 24/7 Support, Email Support, etc. also Salesforce Financial Services Cloud analytics capabilities include Analytics, and Custom Reports.
Reviews
"We've found a partner in innovation with Salesforce." - Hikmet Ersek
Salesforce Financial Services Cloud, Salesforce Connect, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Salesforce Financial Services Cloud
Top Industries
- Financial Services
- Banking
- Pharmaceuticals
Popular in
- Large Enterprise
- Enterprise
- Mid Market
Salesforce Financial Services Cloud is popular in Financial Services, Banking, and Pharmaceuticals and is widely used by Large Enterprise, Enterprise, and Mid Market.
Salesforce Financial Services Cloud Customer wins, Customer success stories, Case studies
What benefits does Salesforce Financial Services Cloud offer for Engagement Management?
How does Salesforce Financial Services Cloud address your Contact List Management Challenges?
What makes Salesforce Financial Services Cloud ideal for Collaboration?
How does Salesforce Financial Services Cloud facilitate Lead Management?
What makes Salesforce Financial Services Cloud ideal for Generation Of New Leads?
41 buyers and buying teams have used Cuspera to assess how well Salesforce Financial Services Cloud solved their CRM needs. Cuspera uses 458 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
|
|
The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. Testimonial By John Joseph |
|
|
With Salesforce, we have transformed the mortgage process at Barclays Testimonial By Jackie Uhi |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Hikmet Ersek Ceo Western Union |
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
|
John Joseph Chief Strategy Officer Transamerica |
The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. Testimonial By John Joseph |
|
Jackie Uhi Managing Director Barclays |
With Salesforce, we have transformed the mortgage process at Barclays Testimonial By Jackie Uhi |
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Read more →Salesforce Financial Services Cloud Demo
Peers used Salesforce Financial Services Cloud for engagement management and contact list management
Salesforce Financial Services Cloud Competitors
Salesforce Financial Services Cloud Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (29) |
| Custom Reports | Read Reviews (39) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (29) |
| Custom Reports | Read Reviews (39) |
Salesforce Financial Services Cloud Integrations
Salesforce Financial Services Cloud integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Salesforce Financial Services Cloud
Software Failure Risk Guidance
?for Salesforce Financial Services Cloud
Overall Risk Meter
Top Failure Risks for Salesforce Financial Services Cloud
Salesforce, Inc. News
AutoRABIT Announces FedRAMP Milestones for Salesforce Security Solutions
AutoRABIT has achieved FedRAMP Moderate Authorization to Operate (ATO) for its CodeScan and Guard solutions, enhancing security for Salesforce environments in government agencies. These solutions address Salesforce's unique security challenges by automating code analysis and monitoring configurations, aligning with federal compliance standards to protect sensitive data and streamline compliance processes.
Salesforce Enhances AI Reliability with New Observability Tools for Agents
Salesforce has introduced new observability tools to enhance AI agent reliability, focusing on analytics, optimization, and health monitoring. These tools provide small businesses with insights into AI performance, enabling better decision-making and operational efficiency. Early adopters like 1-800Accountant and Engine report improved service quality and scalability. The tools aim to address challenges in managing AI agents, offering a pathway for businesses to optimize AI deployment.
Cyntexa Announces Updates to ChargeOn on Salesforce AppExchange - Markets Financial Content
Cyntexa has updated its ChargeOn application on Salesforce AppExchange, enhancing payment processing and orchestration capabilities. ChargeOn integrates with over 14 global payment gateways, offering streamlined revenue automation and eliminating vendor lock-in. The update includes advanced features for secure, efficient payment management within Salesforce, including PCI and DSS compliance.
Adecco says joint venture with Salesforce can help reduce AI bubble risks - Reuters
Adecco and Salesforce have formed a joint venture aimed at mitigating risks associated with the AI bubble. This collaboration leverages Salesforce's AI CRM capabilities to enhance Adecco's offerings and ensure sustainable AI integration.
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