The Features and Benefits of the Salesforce Financial Services Cloud
The finance industry is rapidly diversifying and expanding. Businesses and individuals need new ways to manage industry relationships, build customer connections, increase sales and produce effective products. A customer relationship management (CRM) software is the key to unlocking the potential of your business.
Salesforce Financial Services Cloud is a major CRM system that can cater to a wide variety of enterprises and offers the ability to improve customer relationships, manage and create insightful data, and track interactions.
In this post, we’ll explore the main features of Salesforce Financial Services Cloud and its benefits to the financial services industry.
What is the Salesforce Financial Services Cloud?
Salesforce Financial Services Cloud is a Salesforce CRM software that has been redesigned to cater to the financial service industry. The CRM includes features unique to financial services that aim to make your life in this sector easier. The Salesforce Financial Services Cloud will help you get a comprehensive view of clients and form better customer relationships.
It is aimed at the whole financial services industry and therefore can be used by investment managers, financial consultants, insurance organisations, financial institutions, and many more. One of the standout Salesforce Financial Services Cloud features is the ability to change how wealth and asset management, finance, and insurance firms, interact with and nurture clients.
Is the Salesforce Financial Service Cloud Safe?
The Salesforce Financial Services Cloud is safe, secure and easy to use. As with every software, it is natural to be concerned about security. Salesforce prioritises their security and ensures the data of your and your customers’ information. Salesforce builds security into everything they do. In addition to the standard safety features, there are links to Field Automated systems, Event Monitoring and Application Authentication, which will ensure that your banking information is both private and secure.
What are the top features of Salesforce Financial Services Cloud?
- Improved Client Engagement
Salesforce Financial Services Cloud enables you to truly know your customer and provide timely feedback, results and recommendations. You’ll be able to provide a consistent experience across all company touchpoints.
- Lead Tracking
Being able to track leads and references is vital in the financial sector. Salesforce financial service cloud includes several referral features that make lead tracking simple.
- Smart Scheduling
Makes scheduling easy. The software enables any user to search for and invite anyone in the company by entering a name. And you can use the scheduler to arrange conferences and meetings with clients.
- Advanced Analytics (Salesforce Einstein)
Salesforce is at the forefront of advanced cloud-based analytics. Salesforce Einstein allows you to engage with empathy through deep insights, enriched databases and personalised workflows.
- Increased ability to gather feedback
Salesforce Financial Services Cloud allows you to create personalised surveys that can be easily compiled into reporting and analysis.
- Enhanced Security
The benefit of using Salesforce Financial Services Cloud is that you will improve your data and communications security. As well as a firewall, Salesforce Financial Services Cloud provides a range of robust protection and enforcement capabilities designed for financial service firms.
How Consleague can help you integrate the Salesforce Financial Services Cloud
Salesforce Financial Services Cloud delivers an experience that drives client loyalty, allows you to work smarter and enables seamless company-wide collaboration. Here we have touched on a few of the Salesforce Financial Services Cloud features; to learn more, visit the Salesforce product description.
Salesforce for Financial Services
Learn more about how our Salesforce Experts work with the Financial Services industry. Including insurers, wealth & asset management and investment banking.
We also offer a free ebook so that you can discover how a CRM can digitally transform your financial business.
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Salesforce is making life easier for people that work in the financial services industry. To learn more about Salesforce implementation and how you can improve your processes and relationships, arrange a call today with one of our solution experts.