Salesforce Financial Services Cloud Overview
This is a summary of the comprehensive capabilities and benefits of Salesforce Financial Services Cloud based on over 458 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
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.
Do you need to check if Salesforce Financial Services Cloud is right for your needs? Our Cuspera AI engine can evaluate how Salesforce Financial Services Cloud fits your specific business needs, industry, and context. Get your personalized assessment report today.
Salesforce Financial Services Cloud supports business activities such as:
- Engagement Management
- Contact List Management
- Collaboration
- Lead Management
- Generation Of New Leads
Salesforce Financial Services Cloud can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Improve Visibility, Increase Sales & Revenue, Increase Customer Life Time Value, etc. It can help manage these activities if you use Website and Mobile for these needs. As a solution, Salesforce Financial Services Cloud's capabilities include Personalization, Alerts: Popups & Notifications, Dashboard, etc.
Salesforce Financial Services Cloud was founded in 1999. Financial Services Vertical is its biggest customer base.
Reviews
"With Salesforce, we have transformed the mortgage process at Barclays " - Jackie Uhi
Cuspera Reviews
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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Salesforce Financial Services Cloud.
Use Cases
Peers recommend Engagement Management , Contact List Management , Collaboration , as the business use cases that they have been most satisfied while using Salesforce Financial Services Cloud.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Engagement Management |
4.87/5 ★ |
"...Salesforce Financial Services Cloud helps customers: Understand customers better Increase customer engagement with intelligence ..." 6 Industry-Tailored Clouds from Salesforce and How to Use Them |
| engaging and following up |
4.78/5 ★ |
"...The streamlined back-end operations like client onboarding have transformed customer engagement and supercharged cross-team collaboration, which was another struggle they faced...." Transforming for the Future with Financial Services Cloud |
| Contact List Management with Website |
4.87/5 ★ |
"...tracking the customers contact and sales been using it for over 4 years with no issues best software to track sales..." Peer review by Hicham I., Banking |
| contacts history |
4.55/5 ★ |
"...Allows me to build 1-to-1 relationships with a holistic view into a client s financial past, present, and future...." Peer review by User |
| tracking contacts |
3.42/5 ★ |
"...tracking the customers contact and sales been using it for over 4 years with no issues best software to track sales..." Peer review by Hicham I., Banking |
| creating contact list |
3.42/5 ★ |
"...If you spend 15 minutes a day creating contacts and updating information you would be able to utilize it to it's fullest...." Peer review by User |
| Collaboration with Mobile |
4.69/5 ★ |
"...TFN is creating an Innovation Zone at company headquarters to create a special environment for TFN employees to learn, collaborate, and innovate with Salesforce...." Case Study Transamerica |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management |
4.87/5 ★ |
"...Salesforce Financial Services Cloud helps customers: Understand customers better Increase customer engagement with intelligence ..." 6 Industry-Tailored Clouds from Salesforce and How to Use Them |
|
| engaging and following up |
4.87/5 ★ |
| Contact List Management with Website |
4.87/5 ★ |
"...tracking the customers contact and sales been using it for over 4 years with no issues best software to track sales..." Peer review by Hicham I., Banking |
|
| contacts history |
4.87/5 ★ |
| tracking contacts |
4.87/5 ★ |
| creating contact list |
4.87/5 ★ |
| Collaboration with Mobile |
4.69/5 ★ |
"...TFN is creating an Innovation Zone at company headquarters to create a special environment for TFN employees to learn, collaborate, and innovate with Salesforce...." Case Study Transamerica |
|
33+ more Business Use Cases
Our AI advisor, Wyz, harnessed 458 insights from peers and experts to help you assess how these Salesforce Financial Services Cloud use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
With Salesforce, we have transformed the mortgage process at Barclays Testimonial By Jackie Uhi |
|
|
The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. Testimonial By John Joseph |
|
|
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Jackie Uhi Managing Director Barclays |
With Salesforce, we have transformed the mortgage process at Barclays Testimonial By Jackie Uhi |
|
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 |
|
Hikmet Ersek Ceo Western Union |
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study BarclaysRead More |
|
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Case Study American ExpressRead More |
|
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Case Study TransamericaRead More |
Popular Business Setting
for Salesforce Financial Services Cloud
Top Industries
- Financial Services
- Banking
- Pharmaceuticals
Popular in
- Large Enterprise
- Enterprise
- Mid Market
Peers used Salesforce Financial Services Cloud to Enhance customer relationships and Acquire customers
Salesforce Financial Services Cloud Alternatives
Peer and Expert Opinion on Features
for Salesforce Financial Services Cloud
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (26) |
| Alerts: popups & Notifications | Read Reviews (12) |
| Dashboard | Read Reviews (7) |
| Recording | Read Reviews (7) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (26) |
| Alerts: popups & Notifications | Read Reviews (12) |
| Dashboard | Read Reviews (7) |
| Recording | Read Reviews (7) |
IT and Other Capabilities
for Salesforce Financial Services Cloud
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (19) |
| Data Import | Read Reviews (53) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (19) |
| Data Import | Read Reviews (53) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (14) |
| 24/7 Support | Read Reviews (65) |
| Email Support | Read Reviews (5) |
| Phone Support | Read Reviews (6) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (14) |
| 24/7 Support | Read Reviews (65) |
| Email Support | Read Reviews (5) |
| Phone Support | Read Reviews (6) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (29) |
| Custom Reports | Read Reviews (39) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (29) |
| Custom Reports | Read Reviews (39) |
Software Failure Risk Guidance
?for Salesforce Financial Services Cloud
Overall Risk Meter
Top Failure Risks for Salesforce Financial Services Cloud
Vendor Profile Details
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
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