Salesforce Financial Services Cloud

Score8.2 out of 10

26 Reviews and Ratings

What is Salesforce Financial Services Cloud?

The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services CRM can craft personalized communication across all channels and devices for more meaningful customer interactions.

Categories & Use Cases

Financial Services CRM

Verified User

Employee in Finance and Accounting (11-50 employees employees)

Use Cases and Deployment Scope

Salesforce helped our company be able to track all opportunities and see the bottom line number. It helped track/follow through with all opportunities. Make notes, track conversations with the lead, "win" or "lose" the opportunity. It also allowed us as a company to be able to see where all leads stand at all times. (Rather than asking your co-worker where the lead stands.)

Pros

Organization.
Tracking.
User friendly.

Cons

Integration feature.

Most Important Features

Organization.
Integration.
Tracking.

Return on Investment

Helped track everything in one place.