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.
Salesforce Financial Services Cloud Customer wins, Customer success stories, Case studies
How can Salesforce Financial Services Cloud enhance your Engagement Management process?
What Are the key features of Salesforce Financial Services Cloud for Contact List Management?
How does Salesforce Financial Services Cloud address your Collaboration Challenges?
Why is Salesforce Financial Services Cloud the best choice for Lead Management?
Why is Salesforce Financial Services Cloud the best choice 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.
| 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 |
Ocado Retail enlists Salesforce, Devoteam and Multiverse for its first ever AI Day event
Read more →Balaji Wafers - Consumer Goods
Read more →Genpact - Professional Services
Read more →Razorpay - Financial Services
Read more →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 Story: Vibe Coding Demo - Salesforce
Salesforce has launched Agentforce Vibes, a low-code development tool that uses natural language prompts to build AI applications. This tool allows users to create apps from descriptions without coding, leveraging company data for context. It aims to simplify app development by treating AI as a collaborative partner, enabling developers to focus on shaping solutions rather than writing code.
Slack and Salesforce Unveil Tailored Industry Solutions for Digital HQs
Salesforce and Slack have launched tailored industry solutions for digital HQs, focusing on sectors like financial services, manufacturing, and retail. These solutions, developed with Salesforce consulting partners, aim to enhance productivity and streamline operations by integrating tools and workflows. The initiative leverages Salesforce's Customer 360 and Slack's platform to offer industry-specific features, available through Salesforce's AppExchange.
Slack and Salesforce unveil custom industry solutions for digital HQs - Cita Directa
Slack and Salesforce have launched custom industry solutions aimed at creating digital headquarters for businesses. These solutions, developed with Salesforce consulting partners, target sectors like financial services, manufacturing, and retail. They offer industry-specific features to streamline operations and improve customer interactions, available through Salesforce's AppExchange platform.
Salesforce announces expanded partnerships with OpenAI - TNGlobal - TechNode Global
Salesforce and OpenAI have expanded their strategic partnership to enhance employee and consumer experiences using Salesforces Agentforce 360 and OpenAI's frontier models, including GPT-5. This collaboration allows integration of Salesforce's platform with ChatGPT, enabling users to query sales records and build visualizations. The partnership aims to transform enterprise workflows by embedding AI capabilities into platforms like Slack and ChatGPT, enhancing data-driven operations and customer interactions.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
