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.
Salesforce Financial Services Cloud Customer wins, Customer success stories, Case studies
What solutions does Salesforce Financial Services Cloud provide for Engagement Management?
What makes Salesforce Financial Services Cloud ideal for Contact List Management?
How does Salesforce Financial Services Cloud address your Collaboration Challenges?
What makes Salesforce Financial Services Cloud ideal for Lead Management?
Why is Salesforce Financial Services Cloud the best choice 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 |
|---|---|
|
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 |
|
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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 |
GJ Properties Teams Up With Salesforce And 20Three To Digitally Transform Ajman's Real ...
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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
Salesforce Agentic AI Reshapes Enterprise Operations - StartupHub.ai
Salesforce is advancing its Agentic AI, embedding intelligent agents across enterprise operations through its Partnerblazer ecosystem. This initiative aims to transform business processes from reactive to proactive, with applications in sectors like healthcare and compliance. Agentforce and AgentExchange platforms enable partners to integrate solutions, enhancing automation and decision-making. Salesforce's strategy highlights a shift towards AI-driven enterprise transformation.
Salesforce Agentic AI Redefines Service Automation
Salesforce has announced a milestone for its Agentforce platform, an advanced AI system that has managed over two million customer interactions. Agentforce leverages Salesforce's unified platform, integrating structured and unstructured data to deliver personalized, context-aware responses. This innovation enhances customer service by automating routine inquiries, allowing human agents to focus on complex problem-solving and strategic engagement. Future enhancements include natural voice capabilities and deeper personalization.
Katzion Wins Salesforce Award for Audi Singapore Innovation - EV Mechanica
Katzion, a GlobalLogic company, received the Salesforce 2025 Partner Innovation Award in the Automotive category for its work with Audi Singapore. The award recognizes Katzion's development of the Online Direct Sale platform, powered by Salesforce technologies, which enhances automotive retail through seamless online-to-offline experiences. This platform integrates Agentforce Marketing, MuleSoft, and data-driven intelligence to offer personalized and immersive customer journeys.
Merkle Partners with Airship to Create Mobile Loyalty Accelerator Solution for Salesforce ...
Merkle, Airship, and Salesforce have partnered to create a mobile loyalty accelerator solution for Salesforce Marketing Cloud. This collaboration leverages Salesforce's Loyalty Management for scalable loyalty programs, Airship's mobile-first customer experience capabilities, and Merkle's strategy and data expertise to deliver personalized, real-time loyalty experiences. The partnership aims to enhance customer engagement and drive growth through integrated mobile experiences.
Salesforce, Inc. Profile
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