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

"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 makes Salesforce Financial Services Cloud ideal for Engagement Management?

What Are the key features of Salesforce Financial Services Cloud for Contact List Management?

How can Salesforce Financial Services Cloud enhance your Collaboration process?

What Are the key features of Salesforce Financial Services Cloud for Lead Management?

What makes Salesforce Financial Services Cloud ideal 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
Salesforce Financial Services Cloud testimonial

Hikmet Ersek

Ceo

Western Union

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

Hikmet Ersek

Ceo

Western Union

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

Case Studies

Manufacturing

CASE STUDY Godrej & Boyce

Salesforce helped Godrej & Boyce unify customer data across 14 business units. The company replaced fragmented CRM systems with one platform. Sales reps now respond to leads in less than two hours. O...pportunity-to-order conversions increased by 10%. First response time for service requests improved by almost 8%. Godrej & Boyce delivers faster, more connected customer experiences with Salesforce.

Consumer Goods

CASE STUDY Jaipur Rugs

Salesforce helped Jaipur Rugs improve sales and service. The company used Sales Cloud, Service Cloud, Marketing Cloud, and Tableau. Lead-to-order management is now faster and more organized. Lead con...versions increased by 30%. Customer satisfaction improved by 40%. Employees answer queries faster and ship products quicker. Marketing automation helps Jaipur Rugs connect with customers in new ways.

Information Technology and Services

CASE STUDY VFS Global

VFS Global used Salesforce Sales Cloud, Service Cloud, MuleSoft, and Salesforce Platform to unify customer data and streamline workflows. The company wanted to fix fragmented data and improve service... for visa applications. With Salesforce, agents now have a 360-degree customer view and can resolve cases faster. About 4,570 users serve customers in 158 countries. VFS Global can now monitor SLAs daily and keep customer data secure. The solution improved speed, transparency, and compliance for global visa services.

Wholesale

CASE STUDY Pidilite

Salesforce helped Pidilite automate sales and service processes. Teams now respond to customers much faster. First response time improved by 90%. First call resolution rates rose from 75% to 93%. The... Dr. Fixit app, built on Heroku, has over 50,000 downloads and helps contractors work better. Contractor engagement tripled with a custom field marketing app. Pidilite uses Salesforce to give customers and contractors better experiences.

Education

CASE STUDY REVA University

Salesforce Education Cloud helped REVA University digitize and automate the student lifecycle. The university unified student data, making it easy for students, parents, and teachers to access inform...ation. Admissions time dropped by 50% and onboarding effort fell by 30-40%. The student portal now supports over 16,000 students and 1,500 teachers. REVA University improved efficiency and created a seamless digital experience for all stakeholders.

Banking

CASE STUDY Kotak Mahindra Bank

Salesforce helped Kotak Mahindra Bank unify sales and service data. The bank automated loan approvals and improved cross-selling. Customers now get seamless omni-channel experiences. Kotak consolidat...ed 12 systems into one platform. Service requests are handled faster and more easily. The bank can now open digital accounts and process loans with less friction.

Video

Salesforce Financial Services Cloud Demo

Video Thumbnail
lightning

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

Executive

ShiftUp Assembles Tech Powerhouse with 3 Key Hires from Salesforce - MarTech Cube

ShiftUp has strengthened its leadership by hiring three former Salesforce executives: Ben Myles as CTO, Jonathan Rico as Head of Engineering and Product, and Mark Holton as Lead Sr. Software Architect. These hires bring extensive experience from Salesforce's Einstein AI platform, enhancing ShiftUp's capabilities in intelligent automation for go-to-market workflows.

Product

Salesforce surpasses 1 million AI agent-customer conversations, says finance chief

Salesforce's AI platform, Agentforce, has surpassed 1 million autonomous agent-customer conversations, resolving 85% of customer queries. Launched in October, Agentforce provides 24/7 AI-powered support, enhancing customer service efficiency. Robin Washington, Salesforce's president and COFO, highlights the transformative potential of AI in business operations and leadership.

Partnership

Activate Your Entire Salesforce CRM Data in Databricks: The Power of Zero Copy Data Sharing

Salesforce and Databricks have formed a transformative partnership, introducing Zero Copy Data Sharing to integrate Salesforce CRM data with Databricks Lakehouse. This integration eliminates traditional ETL processes, enabling seamless data fluidity and real-time insights. The collaboration enhances data governance and supports advanced AI/ML modeling, significantly improving customer insights across various industries.

Product

Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud

Salesforce Financial Services Cloud (FSC) enhances organizational resilience by unifying client data, connecting teams, and providing actionable insights. It supports core business lines like banking and wealth management, offering scalability and integration with tools like Agentforce, Data Cloud, and Marketing Cloud. These integrations transform FSC into a dynamic system of intelligence, enabling firms to adapt and deliver real business value.

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