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Salesforce Financial Services Cloud

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Leverage a 360° view of your customer’s financial profile

Our Salesforce AppExchange Score
4.7
5
As of June 3, 2021

Build connections, visualize data, and generate leads.

 

Salesforce Financial Services Cloud (FSC) is an integrated platform for clients in retail banking, wealth management, and financial institutions. You’ll be able to deliver goal-based advice quickly based on a holistic view of your client ready at the press of a button with an out-of-the-box ready solution.

Assess each relationship in detail

Visualize client households with in-depth profiles so your advisors can proactively engage and service clients with a better understanding of their needs and goals.

Generate Advanced Data Models

Build complex models of your clients to help assess their progress, needs and goals so you can offer timely advice when they need it.

Power Insights Through Analytics

Track opportunities, convert leads, and map out vital KPIs with preconfigured dashboards through a simple drag and drop interface for easy analysis and metrics.

Our Client Stories
Woodgate Featured Main Image
Woodgate Financial Inc.
Visualizing Wealth Management
Get the full story
Industry
Financial Services
Implementation
Financial Services Cloud, Pardot
Mari Tech Featured Main Image
Mari-Tech Appraisal
Positioning a Platform Around Process Builders
Get the full story
Industry
Professional Services
Implementation
Experience Cloud, Sales Cloud, Field Service
Merriam Featured Main Image
Merriam Music
Shifting Cycle Time from Weeks to Days
Get the full story
Industry
Nonprofit
Implementation
FinancialForce ERP Cloud, Supply Chain Management
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ARTICLES

Service Cloud Article 1 Listing Image
The Price of Poor Customer Service
Customer service can make or break how connected people feel to your brand. Field service personnel can be your best (and worst) ambassadors. It's up to you to make sure they have the right tools for the job.
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Service Cloud Article 2 Listing Image
Pain Points in Professional Services and how to Fix Them
Enjoy this quick summary from Nubik about Salesforce Service Cloud and the top three top pain points for professional services organizations, along with tips to help you fix them and initiate a conversation with your team.
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Service Cloud Article 3 Listing Image
10 Ways to Improve Customer Experience
Remote agents can play a key role in serving your customers and looking after their needs. Armed with the right technology and flexible systems, a remote workforce can help your business overcome any obstacle. Here are 10 ways to improve your customer’s experience with Salesforce Service Cloud.
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