Salesforce Financial Services Cloud Review

Salesforce Financial Services Cloud is a great tool that helps entrepreneurs manage their finances in line with CRM goals. With this at your disposal, you can easily keep track of financial goals, determine new opportunities, and grow client relationships. In addition to those, here are some of the major benefits that this platform has to offer:

Streamlined Wealth Management

While primarily designed for managing financial matters, the Salesforce Financial Services Cloud also uses the traditional functions of CRM to help entrepreneurs perform efficient wealth management. Using this, you can get access to features that let you allow contacts to be linked to specific accounts as well as give you the ability to choose how to roll-up financial holdings to different levels. To give you a more personalized user experience, the platform is also equipped with industry-specific features.

Faster and More Efficient Operations

Tackling your finances manually while looking for new business opportunities can be a handful. It involves a lot of time-consuming data input that may be prone to errors and duplications To help you make your wealth management operations faster and more efficient, Salesforce Financial Services Cloud has a built-in Lightning capability. Additionally, it can boost advisor productivity using a number of tools such as proactive engagement cards and client dashboards. These will help you cut down on cumbersome tasks and focus more on attention-demanding responsibilities.

Better Customer Service

Delivering good customer service heavily relies on being there for your clients when they need you. To do this, it is important to remain accessible across all communication channels. Using Salesforce Financial Services Cloud, you can tap your client base via social media, email, and other forms of communication using a single platform. It also leverages AI so you can get easy access to persona-based analytics and client insights. This way, you can engage prospects more effectively and interact with existing clients more efficiently.

Improved Team Collaboration

Trusted by influential investment banks and buy-side firms, Salesforce Financial Services Cloud can give you the tools you need to collaborate securely while streamlining client engagement. It is equipped with in-context collaboration that lets you connect with insurance agents, client associates, and other finance experts. Moreover, it has a Salesforce Inbox feature that can help you and your team members access CRM data in real-time, so you can get all the customer information you need to close deals faster.

Secured Company Data

Your financial data is probably one of the most sensitive information that your company can keep. This is why it is important that you keep it secure at all costs. To help you, Salesforce Financial Services Cloud offers multiple layers of security that let you monitor data access and usage. From event monitoring and field audit trail to platform encryption, this system will ensure that your data and your clients’ information are kept confidential.