What is Financial Services Cloud?
Financial Services Cloud is the leading CRM platform specifically designed for the financial sector that unifies customer information, automates critical processes, and delivers AI-powered insights. This comprehensive solution enables banks, financial institutions, insurers, and wealth managers to build deeper relationships with their customers while optimizing their operations to maximize growth and profitability. With Financial Services Cloud, you'll get a flexible platform that adapts to the specific needs of your financial institution, improving operational efficiency and delivering exceptional customer experiences.
Sector-Specific Solutions
Financial Services Cloud offers specialized capabilities for various segments of the financial sector:
Retail & Commercial Banking
- ✓ Comprehensive management of banking accounts and products
- ✓ Frictionless and digital onboarding processes
- ✓ Profitability analysis and advanced segmentation
Wealth Management
- ✓ Modeling Households and Complex Financial Relationships
- ✓ Estate and Succession Planning with AI
- ✓ Personalized and holistic financial advice
Insurance
- ✓ Integrated policy and claims management
- ✓ Personalized risk assessment with predictive analytics
- ✓ Omnichannel experience for policyholders and beneficiaries
Loans and Mortgages
- ✓ Complete digitalization of the mortgage process
- ✓ Optimized risk assessment with predictive AI
- ✓ Real-time tracking of request status
The financial sector is changing...
Customers expect more
88% of financial customers expect their service providers to anticipate their needs and offer customized solutions across all channels.
Digital competence intensifies
Fintechs and neobanks are redefining expectations with seamless, customer-focused digital experiences, forcing traditional institutions to adapt.
AI is transforming decision making
76% of leading financial institutions already use AI to improve decision making and personalize experiences at scale.
Unified data as a competitive advantage
Institutions with unified data outperform their competitors in customer retention (40%) and cross-selling (35%).
The impact of the Financial Services Cloud
Increased productivity of financial advisors
Faster customer response time
Increased lead conversion
Reduction in operating costs
"Financial Services Cloud allowed us to unify all of our customer data and create a personalized experience with every interaction. Our advisors now have more time to focus on customer needs instead of searching for information in different systems."
See Our Solutions in Action
Discover the power of our solutions through these interactive demonstrations that show how they can transform your financial business.
Financial Services Cloud
Discover the power of the world's most advanced financial CRM, powered by AI.
What can you do with Financial Services Cloud?
Accelerate customer onboarding with secure, digital processes. Increase retention and loyalty with services powered by Einstein AI. Unlock your data to deliver intelligent insights for financial planning, empowering your customers' financial success with trusted AI and data-driven personalization.
Einstein for Financial Services
Harness the power of AI to predict customer needs, recommend the best financial products and automate routine tasks, freeing up time for personalized attention.
Data Cloud for Finance
Unify data from multiple sources to create comprehensive customer and household profiles, enabling actionable insights that drive smarter financial decisions.
Self-Service Portal
Offer your clients access to financial information, planning tools and digital services through a personalized portal available 24/7.
Home
Modeling
Visualize complex financial relationships between members of a household or family to identify cross-selling opportunities and provide holistic advice.
Financial
analysis
Gain accurate insights into product, customer segment and campaign performance with customizable dashboards and industry-specific reports for the financial sector.
Hyper-personalization in real time New
Use real-time data and predictive modeling to deliver the next best product or action for each customer, increasing the relevance of each interaction.
Take the first step today, with Salesforce Financial Services Cloud, it's all possible.
Join more than 10,000 financial institutions that have already transformed their customer relationships using the Financial Services Cloud.
Schedule a personalized demonstration
One of our experts will show you how the Financial Services Cloud can transform your institution:
Schedule a demonstrationAt Skyblux, we have extensive experience implementing Salesforce Financial Services Cloud and can help you:
With over 150,000 customers worldwide trusting Salesforce, why stay behind?
Don't miss the opportunity to take your financial management to the next level.