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.