Financial Services

Riding the wave of financial excellence with the all-encompassing secure cloud suite

The Salesforce Financial Services Cloud is a powerful cloud-based solution that helps financial services companies improve customer service, grow their business, and comply with regulations. It offers a variety of features that are tailored to the specific needs of the financial services industry, such as customer relationship management (CRM), salesforce CPQ (Configure, Price, Quote), asset management, compliance, and analytics.

The Financial services cloud was designed to be able to cover most of the aspects of what financial service have to offer. It doesn’t matter which business portfolio you cover ranging from corporate & investment banking, retail & commercial banking, insurance, wealth & asset management, or mortgage & lending, the financial services cloud is here to assists teams to deliver personalized advices at scale.

Accelerate corporate investment banking transformation with the world’s #1 CRM

Get next-generation, client-centric relationship insights

Client Insights

Manage clients all in one place with a 360-degree view of complex org structures and relationships.
Gain insights into client financials with financial rollups across client subsidiaries and at the total company level.
Anticipate client needs by tracking client interests.

Client Relationships

Identify key influencers who can help accelerate deals.
View coverage teams to understand which bankers in your firm have relationships with specific clients.
Discover connections that unlock deal opportunities with automated relationship discovery that connects disparate data across web, social, and internal CRM records.

Client Interactions

Easily capture structured meeting notes on the go, including attendees, action items, and other related information.
Get context behind all prior client interactions with callreport search and filtering for an account or opportunity.
Share call reports containing material nonpublic information with only relevant team members to ensure compliance.

Maximize banker efficiency and productivity

Deal Management

Capture deal details including deal types and other parties working on the deal.
Track deal activities and client interactions from deal registration and approval through deal execution.
Manage deal workflows with templates to track tasks and collect documents.

Operational Compliance

Enable precision data sharing to automatically share client and deal data based on rules and access levels defined by compliance.
Approve deals based on business fit and conflict clearance.
Approve team members for a deal based on clearance from conflict of interest and wall crossing.

Leverage data as a strategic advantage

Connected Data

Create a single, complete view of the client by integrating data from the front, middle and back office.

Insights and Analytics

Discover key relationships with an AI research partner that explores and connects insights and opportunities.
Gain insights on which future deals to pursue with win/loss analysis.
Assess deal profitability with advanced deal analytics.