Financial Services

Master the act of balancing hyper-digitization and personalized customer relationships.


Time for wealth management, insurance, and banking industries to modernize their offerings and build meaningful customer relationships.
Financial Services

Master the act of balancing hyper-digitization and personalized customer relationships.


Time for wealth management, insurance, and banking industries to modernize their offerings and build meaningful customer relationships.
360° view

Master the act of balancing hyper-digitization and personalized customer relationships.


While financial services modernize the architecture and create contactless transactions, they also need to build personalization and client relationships to eliminate trust inequality. Salesforce Financial Services Cloud (FSC) can help wealth management, insurance, and banking industries balance digitization and personalization.

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Focus on customers

    Re-define business processes and map the existing data model with Salesforce FSC data model to improve lead nurturing and conversions and successfully onboard them.

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Prepare for the future

    Re-design your platform architecture to make it modular, secure, scalable, and flexible. Choose a platform that aligns with your business strategies and vision of the future.

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Create integrated experiences

    Integrate apps such as Orion, nCino, Tamarac, eMoney with Salesforce FSC to create a 360-degree view of a customer profile that allows financial services companies to provide a better experience to customers and manage assets efficiently.

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Go modern

    Migrate your existing applications from legacy systems to Salesforce FSC to break down silos and provide a seamless experience to customers.

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Ensure seamless onboarding

    Leverage Salesforce FSC to manage client onboarding process, eliminate friction, and deepen your engagement with them.

Personalize experiences

    Leverage analytics and AI/ML capabilities to analyze customer data and offer insights to help financial service providers deliver better services to customers.

Wealth advisors

    Leverage the Salesforce FSC solutions to reduce administrative tasks and build a meaningful relationship with investors. Provide personalized advice and improve the wealth advisors’ productivity with smart customer engagement tools.

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Insurance

    Build a trustworthy relationship with customers by proactively engaging with them and building a 1-to-1 journey with them.

Banking

    Create a seamless, connected experience for customers and grow the wallet share by connecting all the communication channels and lines of business.

Salesforce suite – FSC

    The Salesforce Financial Services Cloud offers a 360-degree view of the existing opportunities, held away and managed assets, and delivers key customer insights to financial services.



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