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.
Comprehensive Insights on Salesforce Financial Services Cloud Use Cases
How can Salesforce Financial Services Cloud optimize your Engagement Management Workflow?
How can Salesforce Financial Services Cloud optimize your Contact List Management Workflow?
What makes Salesforce Financial Services Cloud ideal for Collaboration?
Why is Salesforce Financial Services Cloud the best choice for Lead Management?
How can Salesforce Financial Services Cloud enhance your Generation Of New Leads process?
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 |
|---|---|
|
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
|
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Hikmet Ersek Ceo Western Union |
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
|
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 |
Case Studies
CASE STUDY Ambuja Neotia
CASE STUDY Zota
CASE STUDY Panasonic
CASE STUDY Prudential
CASE STUDY Dr. Reddy’s Laboratories
CASE STUDY Tata Motors
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
Singlife partners Salesforce to launch AI agent for service staff - Insurance Asia
Singlife has partnered with Salesforce to launch an AI agent for its customer service staff. This tool, utilizing Salesforces Data Cloud, enables instant access to Singlifes internal resources, enhancing service efficiency. Singlife is the first in Singapore to adopt Salesforces Agentforce, aiming to extend its use to financial advisers for improved client interactions.
Salesforce partners with Google Android and Zebra Technologies for POS deployment
Salesforce, Google Android, and Zebra Technologies have partnered to launch Retail Cloud POS, available on Android in December 2025. This joint solution aims to enhance retail operations by providing hardware flexibility and improving store associate productivity. The collaboration integrates Zebra's Android-based solutions with Salesforce's platform, enabling seamless inventory management and customer engagement.
PwC & Salesforce Launch AI-Powered Contact Center Solution
Perficient and Salesforce have formed a strategic partnership to drive AI-powered business transformation. This alliance focuses on creating "agentic enterprises" by leveraging AI and data to enhance decision-making and customer experiences. The collaboration includes deploying Salesforce's Agentforce and other AI-first technologies to unify data and accelerate business outcomes.
Agentic AI-Powered Contact Center Built on Salesforce - PwC
PwC has launched the Agentic AI-Powered Contact Center, built on Salesforce technologies, to enhance customer engagement. This AI-first model integrates Salesforce's Agentforce Service, providing conversational AI and unified customer data for improved efficiency and customer satisfaction. The collaboration aims to transform customer service into a growth engine, offering significant cost reductions and CSAT enhancements across industries.
Salesforce, Inc. Profile
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