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.

Other use cases:

  • Lead Management
  • Generation Of New Leads
  • Relationship Management
  • Lead Tracking
  • Forecasting
  • Training & Onboarding
  • Relationship Marketing
See all use cases See less use cases

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.

Other priorities:

  • Improve Visibility
  • Increase Sales & Revenue
  • Increase Customer Life Time Value
  • Improve ROI
See all business priorities See less business priorities

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

"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients." - John Joseph

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?

How does Salesforce Financial Services Cloud address your Contact List Management Challenges?

How can Salesforce Financial Services Cloud optimize your Collaboration Workflow?

How efficiently Does Salesforce Financial Services Cloud manage your 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
Salesforce Financial Services Cloud testimonial

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
Salesforce Financial Services Cloud testimonial

Jackie Uhi

Managing Director

Barclays

With Salesforce, we have transformed the mortgage process at Barclays Testimonial By Jackie Uhi
Salesforce Financial Services Cloud testimonial

Hikmet Ersek

Ceo

Western Union

We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek
CUSTOMERS TESTIMONIALS
Salesforce Financial Services Cloud testimonial

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
Salesforce Financial Services Cloud testimonial

Jackie Uhi

Managing Director

Barclays

With Salesforce, we have transformed the mortgage process at Barclays Testimonial By Jackie Uhi
Salesforce Financial Services Cloud testimonial

Hikmet Ersek

Ceo

Western Union

We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek

Case Studies

COMPANY INDUSTRY CASE STUDIES
Salesforce Financial Services Cloud case study
Financial Services
Financial Services
Case Study American Express

American Express is redefining customer service for the 21st Century with Salesforce.

Read More
Salesforce Financial Services Cloud case study
Financial Services
Financial Services
Case Study Transamerica

Transamerica Financial Network enhances both its company culture and its bottom line with Salesforce.

Read More
Salesforce Financial Services Cloud case study
Financial Services
Financial Services
Case Study Transamerica

Transamerica Financial Network enhances both its company culture and its bottom line with Salesforce.

Read More

Video

Salesforce Financial Services Cloud Demo

Video Thumbnail
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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

3.42/5 ★

Read Reviews (1)
Analytics

4.46/5 ★

Read Reviews (29)
Custom Reports

4.01/5 ★

Read Reviews (39)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.46/5 ★

Read Reviews (29)
Custom Reports

4.01/5 ★

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.

Data Export

4.45/5 ★

Read Reviews (19)
Data Import

4.32/5 ★

Read Reviews (53)

Few API Integrations for Salesforce Financial Services Cloud

Software Failure Risk Guidance

?

for Salesforce Financial Services Cloud

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Financial Services Cloud

Salesforce, Inc. News

HCLTech joins Salesforce as an Agentforce Partner to drive agentic AI innovation - CRN

HCLTech partners with Salesforce to enhance AI innovation through the Agentforce program.

23/01/2025 - source

HCLTech gets added to Salesforce's AI agent initiative - Techcircle

HCLTech joins Salesforce's AI agent initiative to help financial services clients use AI agents and modernize SaaS applications. The partnership aims to enhance member engagement and efficiency at PenFed Credit Union.

23/01/2025 - source

Salesforce Bids Farewell to Einstein Copilot, Now It's Just Another Agent - CX Today

Salesforce has retired its Einstein Copilot, a conversational AI assistant, surprising many users. This change was highlighted by Ashish Agarwal, a Salesforce Architect, on LinkedIn.

15/01/2025 - source

Salesforce, Inc. Feeds

Salesforce director named chief of operations, finance | CFO Dive

Salesforce appointed Robin Washington as the new Chief Operating and Financial Officer, effective March 21, with Brian Millham retiring on May 1 after a 25-year career.

05/02/2025 - source

Salesforce Appoints New CTO, Shakes Up Other Executive Roles - The Information

Salesforce Appoints New CTO, Shakes Up Other Executive Roles - The Information

05/02/2025 - source

Salesforce Inc (CRM) Announces Leadership Transition with Robin - GuruFocus

Salesforce Inc (CRM) announces a leadership transition involving Robin.

05/02/2025 - source

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO