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 Are the key features of Salesforce Financial Services Cloud for Engagement Management?
What makes Salesforce Financial Services Cloud ideal for Contact List Management?
How can Salesforce Financial Services Cloud optimize your Collaboration Workflow?
What makes Salesforce Financial Services Cloud ideal for Lead Management?
How does Salesforce Financial Services Cloud address your Generation Of New Leads Challenges?
33+ more Business Use Cases
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
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
|
NA |
CASE STUDY Canada DrivesRead More |
|
Financial Services
|
Financial Services |
Case Study American ExpressRead More |
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|
NA |
CASE STUDY DevolutionsRead More |
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 shares scale record high on promising AI tools - Yahoo Finance
Salesforce shares hit a record high due to promising AI tools.
Analysts Are Bullish on Salesforce After Early Agentforce Interest - Investopedia
Analysts are optimistic about Salesforce due to early interest in their new product, Agentforce.
Salesforce CEO Benioff Calls Microsoft Copilot Repackaged ChatGPT - CRN
Salesforce CEO Marc Benioff criticized Microsoft's Copilot, calling it a rebranded version of ChatGPT.
Salesforce, Inc. Feeds
Salesforce.com (CRM) Q3 Earnings Lag Estimates - MSN
Salesforce.com reported lower-than-expected earnings for the third quarter.
Salesforce (CRM) Q3 2025 Earnings Call Transcript - The Motley Fool
Salesforce's Q3 2025 earnings call transcript discusses financial results and performance.
Salesforce Reports Strong Q3 Fiscal 2025 Results - TipRanks
Salesforce reported strong financial results for the third quarter of fiscal year 2025.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
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