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
"With Salesforce, we have transformed the mortgage process at Barclays" - Jackie Uhi
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
Why is Salesforce Financial Services Cloud the best choice for Engagement Management?
Why is Salesforce Financial Services Cloud the best choice for Contact List Management?
What Are the key features of Salesforce Financial Services Cloud for Collaboration?
Why is Salesforce Financial Services Cloud the best choice for Lead Management?
What solutions does Salesforce Financial Services Cloud provide for Generation Of New Leads?
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 |
|---|---|
|
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 |
|
|
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Hikmet Ersek Ceo Western Union |
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
Case Studies
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
Financial Services
|
Financial Services |
Case Study TransamericaRead More |
|
Financial Services
|
Financial Services |
Case Study American ExpressRead More |
|
|
NA |
CASE STUDY Canada DrivesRead 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
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Pothys Swarna Mahal collaborates with Salesforce to enhance customer experience.
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Salesforce announced Agentforce 2dx, enabling companies to create proactive AI agents, along with new developer tools and the AgentExchange marketplace at their TDX event.
Microsoft Eyes Salesforce Users with new AI Sales Agents in Copilot
Microsoft introduces AI sales agents for Microsoft 365 Copilot, integrating with Salesforce and Dynamics 365, to help sales teams manage leads and close deals efficiently.
Salesforce, Inc. Feeds
Accordion Announces Strategic Acquisition of Salesforce Division of Kavaliro - PRWeb
Accordion has announced the strategic acquisition of the Salesforce division of Kavaliro.
Nvidia, Home Depot, Lowe's, TJX and Salesforce are part of Zacks Earnings Preview
Salesforce is included in Zacks Earnings Preview alongside companies like Nvidia, Home Depot, Lowe's, and TJX.
Salesforce (CRM) Expected to Announce Earnings on Wednesday - MarketBeat
Salesforce is expected to announce its quarterly earnings on Wednesday.
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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