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
"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients." - John Joseph
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.
Comprehensive Insights on Salesforce Financial Services Cloud Use Cases
How can Salesforce Financial Services Cloud enhance your Engagement Management process?
What solutions does Salesforce Financial Services Cloud provide for Contact List Management?
How does Salesforce Financial Services Cloud address your Collaboration Challenges?
What Are the key features of Salesforce Financial Services Cloud for Lead Management?
What makes Salesforce Financial Services Cloud ideal for Generation Of New Leads?
33+ more Business Use Cases
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.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
|
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Hikmet Ersek Ceo Western Union |
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
Case Studies
CASE STUDY Godrej & Boyce
CASE STUDY BARC India
CASE STUDY JSW Steel
CASE STUDY Tata Consumer Products
CASE STUDY EXL
CASE STUDY Bike Bazaar
Video
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
Salesforce acquires AI recruiting startup Moonhub weeks after Informatica deal
Salesforce has acquired Moonhub, an AI-driven recruiting startup founded by former Meta engineer Nancy Xu. Moonhubs team will join Salesforce to advance its AI initiatives, including Agentforce. This move follows Salesforces recent acquisitions of Informatica and Convergence.ai, signaling a continued focus on expanding AI capabilities in cloud-based enterprise solutions.
Salesforce Once a Silicon Valley Rebel, Now an AI Revolutionary - CIOL
Salesforce is advancing its AI strategy by leveraging its $8 billion Informatica partnership to unify enterprise data and enhance trust in its AI-driven CRM solutions. This move positions Salesforce as a leader in integrating artificial intelligence across customer relationship management, enabling smarter automation and deeper insights for business users.
Copado Robotic Testing Debuts in AWS Marketplace, Enabling AI-powered, Salesforce ...
Copado Robotic Testing is now available in AWS Marketplace, offering AI-powered test automation for Salesforce applications. This release enables Salesforce customers to streamline testing workflows, accelerate release cycles, and improve software quality using Copado's cloud-based platform integrated with AWS.
From Hours to Minutes: JPW Industries Order Processing Transformation with Salesforce Partners and AI
JPW Industries automated its order processing and customer service by deploying Salesforce Agentforce AI, in collaboration with RafterOne. The solution replaced manual workflows, accelerated order turnaround, and enabled 24/7 support. Salesforces AI-driven platform centralized knowledge for agents, improving efficiency and customer experience in the manufacturing tools sector.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
Get a personalised risk report for Salesforce Financial Services Cloud
See Sample Risk ReportTell us more about yourself so that we can personalise incidents for your location, industry etc.
Connect to vendor request
Salesforce Financial Services Cloud may get in touch with you regarding your request.
Request Custom Quote
Salesforce, Inc. will get in touch with you regarding your request.