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
What benefits does Salesforce Financial Services Cloud offer for Engagement Management?
What makes Salesforce Financial Services Cloud ideal for Contact List Management?
What makes Salesforce Financial Services Cloud ideal for Collaboration?
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?
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 Prudential
CASE STUDY Uber Eats
CASE STUDY Nexo
CASE STUDY RBC Wealth Management
CASE STUDY Zota
CASE STUDY Panasonic
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 launches Agentforce for Public Sector to take on time-consuming government work
Salesforce has launched Agentforce for Public Sector, a new AI-driven solution designed to enhance government efficiency by automating complex tasks. This digital workforce of AI agents supports government employees in handling duties like compliance management and recruitment. Agentforce integrates with Salesforce's Public Sector Solutions and runs on AWS, ensuring security and compliance. Available now, it aims to improve public service delivery and reduce administrative burdens.
Salesforce AI Research Helps Businesses Get Ready For The Agentic Enterprise - Salesforce
Salesforce AI Research introduced CRMArena-Pro, a simulation environment for testing AI agents in complex business scenarios, and launched the Agentic Benchmark for CRM to evaluate AI agents' performance in enterprise contexts. The new Account Matching capability autonomously unifies scattered datasets, enhancing data quality and reducing handling time by 30 minutes per case. These innovations aim to prepare businesses for the agentic enterprise era.
Global pharma and medtech organizations select Life Sciences Cloud for connected clinical trials, patient services, and HCP engagement - Salesforce
Salesforce's Life Sciences Cloud is being adopted by leading pharma and medtech organizations like Boehringer Ingelheim, Pfizer, and Takeda. This platform integrates AI to enhance clinical trials, patient services, and healthcare provider engagement, aiming to improve patient outcomes and streamline operations. The solution connects sales, service, marketing, and clinical data, facilitating efficient healthcare delivery and personalized experiences.
Salesforce com : Life Sciences Cloud Now Selected by More than 70 Industry ... - MarketScreener
Salesforce's Life Sciences Cloud has been adopted by over 70 leading industry customers, including Boehringer Ingelheim and Pfizer, to enhance healthcare engagement and patient outcomes. This AI-driven platform integrates data across the healthcare ecosystem to expedite life-enhancing treatments.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
