Salesforce Financial Service Cloud
Unify Financial Data for Smarter Customer Experiences!
Salesforce Financial Services Cloud connects data from banking, insurance, and wealth platforms—creating a unified customer view. Use intelligent automation and industry-specific AI to deliver personalized, high-impact client experiences at scale.
AI-Powered CRM Built for Financial Growth!
Unlock growth with the leading AI-driven CRM for financial institutions. Activate real-time insights and automate key processes with financial-industry-specific AI to boost productivity and client satisfaction.
Build Loyalty With FSC
- Actionable Relationship Centre
- Onboarding Console Application
- Disclosure and Consent Management
Scaling with AI-powered Automation
- Self-Service Portal
- Modernise Customer Service Experience
- Service Process Studio
Personalize Financial Engagement
- Financial Data Platform
- Visualised Insights
- Actionable Segmentation