Salesforce Financial Services Cloud Overview

Salesforce Financial Services Cloud is a CRM platform that integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels. It helps to enhance customer relationships and improve ROI.

The Financial Services Cloud and its asset management software centralizes all the client data for more visibility and organized client relationships. It helps to discover important insights, such as new growth opportunities, and also helps in recording all client interactions managed in a platform to be better prepared to comply with regulations.

Its features include 360-degree visibility into customers’ financial profiles, create seamless customer experiences, identify customers’ financial needs, and provide proactive service across all channels, strengthen client relationships by delivering faster, more personalized financial advice, and many more.

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.

Other priorities:

  • Improve Visibility
  • Increase Sales & Revenue
  • Increase Customer Life Time Value
  • Improve ROI
See all business priorities See less business priorities

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

Read Reviews (23)

"...With customers, advisors, and agents all on the same platform, the full power of the Salesforce ecosystem provides more personalised engagements throughout a customer s financial life journey...." Case Study Transamerica
engaging and following up

4.78/5

Read Reviews (14)

"...Our community platform will fundamentally transform how we engage with mortgage brokers and our customers, comments Steve Weston, CEO of Barclays Mortgages...."
Contact List Management with Website

4.87/5

Read Reviews (19)

"...They provide free trial for the product so you could try the service before buying it , the site is very secured so your information and your customer data is secured don't worry , they have 24/7 online support , there is a lot of ways for training like documentation , webinars , live Online and in person You should use this product it will really help you in your job , make it really easy to contact with the customer , you could try it before buying the product because the provide free trial so you will try every feature they provide like : Asset Management - Marketing Management - Relationship Tracking - Lead Management - Team Assignments - Influence Tracking - Account Alerts ...."
contacts history

4.55/5

Read Reviews (7)

"...Plus, when all client interactions are recorded and managed in a platform, you will be better prepared to comply with regulations...."
tracking contacts

3.42/5

Read Reviews (1)

"...tracking the customers contact and sales been using it for over 4 years with no issues best software to track sales..."
creating contact list

3.42/5

Read Reviews (1)

"...If you spend 15 minutes a day creating contacts and updating information you would be able to utilize it to it's fullest...."
Collaboration with Mobile

4.69/5

Read Reviews (12)

"...These reps now have complete views of customers before they walk into meetings, and the Salesforce1 Mobile App also connects to Chatter for real-time collaboration among colleagues...." Case Study American Express
PEER EXPERIENCES
Engagement Management

4.87/5

Read Reviews (23)

"...With customers, advisors, and agents all on the same platform, the full power of the Salesforce ecosystem provides more personalised engagements throughout a customer s financial life journey...." Case Study Transamerica
engaging and following up

4.87/5

Read Reviews (14)

Contact List Management with Website

4.87/5

Read Reviews (19)

"...They provide free trial for the product so you could try the service before buying it , the site is very secured so your information and your customer data is secured don't worry , they have 24/7 online support , there is a lot of ways for training like documentation , webinars , live Online and in person You should use this product it will really help you in your job , make it really easy to contact with the customer , you could try it before buying the product because the provide free trial so you will try every feature they provide like : Asset Management - Marketing Management - Relationship Tracking - Lead Management - Team Assignments - Influence Tracking - Account Alerts ...." Peer review by Peter D., Financial Services
contacts history

4.87/5

Read Reviews (7)

tracking contacts

4.87/5

Read Reviews (1)

creating contact list

4.87/5

Read Reviews (1)

Collaboration with Mobile

4.69/5

Read Reviews (12)

"...These reps now have complete views of customers before they walk into meetings, and the Salesforce1 Mobile App also connects to Chatter for real-time collaboration among colleagues...." Case Study American Express

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

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
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

COMPANY CASE STUDIES
Case Study Transamerica

Transamerica Financial Network enhances both its company culture and its bottom line with Salesforce.

Read More
Case Study Barclays

Barclays Bank simplifies the mortgage application process for thousands of brokers and customers in the UK with pioneering community platform.

Read More
Case Study Western Union

Western Union moves money for better with Salesforce

Read More

Based on peer insights

Cuspera recommends Salesforce Financial Services Cloud for

Use Cases Engagement Management , Contact List Management , Collaboration
Medium Website, Mobile
Features Personalization, Alerts: Popups & Notifications, Dashboard
Business Priorities Enhance Customer Relationships, Acquire Customers, Improve Visibility
Industries Financial Services, Banking, Pharmaceuticals

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

Peer and Expert Opinion on Features

for Salesforce Financial Services Cloud

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.56/5

Read Reviews (26)
Alerts: popups & Notifications

4.22/5

Read Reviews (12)
Dashboard

4.13/5

Read Reviews (7)
Recording

4.29/5

Read Reviews (7)
FEATURES RATINGS AND REVIEWS
Personalization

4.56/5

Read Reviews (26)
Alerts: popups & Notifications

4.22/5

Read Reviews (12)
Dashboard

4.13/5

Read Reviews (7)
Recording

4.29/5

Read Reviews (7)

IT and Other Capabilities

for Salesforce Financial Services Cloud

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.45/5

Read Reviews (19)
Data Import

4.32/5

Read Reviews (53)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.45/5

Read Reviews (19)
Data Import

4.32/5

Read Reviews (53)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Chat Support

4.35/5

Read Reviews (14)
24/7 Support

4.05/5

Read Reviews (65)
Email Support

3.61/5

Read Reviews (5)
Phone Support

3.14/5

Read Reviews (6)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Chat Support

4.35/5

Read Reviews (14)
24/7 Support

4.05/5

Read Reviews (65)
Email Support

3.61/5

Read Reviews (5)
Phone Support

3.14/5

Read Reviews (6)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.42/5

Read Reviews (1)
Analytics

4.46/5

Read Reviews (29)
Custom Reports

4.01/5

Read Reviews (39)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.42/5

Read Reviews (1)
Analytics

4.46/5

Read Reviews (29)
Custom Reports

4.01/5

Read Reviews (39)

Software Failure Risk Guidance

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for Salesforce Financial Services Cloud

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Financial Services Cloud

Vendor Profile Details

Company Name

Salesforce

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO