Salesforce Financial Services Cloud
Build Better Customer Relationships
- Manage customer relationships more effectively
- Build deeper customer trust
- Improve your team’s productivity
- All on a platform built to scale
Benefits of Financial Services Cloud
- Streamline the entire lending process, from application to closing and funding.
- Provide personalized experiences to increase customer satisfaction and retention.
- Reduce onboarding complexity.
- Optimize employee performance with actionable data.
- Automate routine tasks to boost productivity.
- Get a unified view of every client.
- Provide secure mobile and digital experiences.
- Provide intelligent desktop and virtual assistants to simplify your service.
What’s Included
The Leads Tab helps companies actively and easily manage their leads and sales processes. Add all prospective inquiries, use it as a placeholder for unqualified leads looking to be qualified or to save the leads collected during events, trade shows, social media, conferences, etc. Also, this tab can be renamed to however you refer to leads.
Set up campaigns and track information related to marketing spend, opportunities created and measure your ROI. Associate the revenue with each campaign, manage email campaigns better, and learn how to approach prospects before calling them.
Represent your individual clients using a Person or an Individual Account. Depending on which model you decide to use, you can create individual records from standard account tabs, see your data from any account view and completely customize fields on the page layout.
With this feature, Financial Services Cloud enables you to associate more than just family members to a household. Determine the primary head of household, get a better understanding of the relationship between each person in a household, get to know more about your client and build meaningful relationships with them. See the entire relationship hierarchy on a single screen.
Track your sales funnel and get better visibility into your potential clients as they learn about your product or service. Easily check what stages your open opportunities are in, customize then according to your product and use case, add or remove fields on the records and manage multiple opportunities at once.
Included standard with Salesforce Financial Services Cloud, financial accounts is a unique account object that helps you separate accounts by individual and by household, and classify the accounts by Investment, bank accounts, auto loans and more. All specific to financial services.
Use Flows, dynamic data collection to build processes, create call scripts or do complex sets of actions on multiple objects quickly and more efficiently.
Manage and track client issues on both a company and individual level. You can track issues by type, quickly assign them to the right person and document what has been done, and get early warning signs if a client could be a flight risk.
Get more valuable data about your clients to manage your business. Einstein gives you cutting edge AI analytics for deeper insight into the how your business is running and the ability to review your team’s performance, client satisfaction, trends, and more.
Want even better news? Salesforce upgrades new functionalities for Financial Services Cloud three times a year. This means that your application will always be getting the latest in technology enhancements, all without you lifting a finger.
Salesforce Financial Services Cloud Use Cases
Create a seamless and personalized experience for your banking customers and increase your operating team’s efficiency through the comprehensive management of customers, leads, deposits and branch activity. 
Provide personalized and real time digital insurance experiences for your customers, track and view your policyholders’ life events and insurance policies, automate your underwriting processes, and manage the complete claims lifecycle. 
Reduce operational costs, improve client and advisor experiences, and get actionable data insights so you can provide customized wealth advice to clients and better help them achieve their financial goals. 
Forecast future behaviors, optimize the mortgage process, and streamline collaboration between loan officers, real estate agents, borrowers, and brokers, so you can make better decisions and provide the best service for your clients. 
Salesforce Business
Analyst
Salesforce Business
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Delivery Manager
Our Expertise
Cloudsquare is a Salesforce Consulting and Implementation Partner with over 200+ successful projects, and many years of expertise in the Financial Services Sector. Our team’s knowledge, skill set, comprehensive approach, and Salesforce experience have helped us develop an innovative set of solutions and practices, so our clients get the most out their Salesforce.
With Salesforce Financial Service Cloud, we help financial institutions create more personalized interactions, simplify the customer service process, and help you build more client trust and increased retention.
With Cloudsquare, you get a reliable and innovative Salesforce Partner who offers:
- A ‘Process First’ approach
- Rapid response time
- Flexibility
- Ongoing support
- Open line communication
- West and East Coast resources
- Transparency
- The right team for your project
Customer Success Stories
How the development of a custom package broker for the alternative business lending that sits on top of Sales cloud helped a financial service company that provides working capital loans to increase funding deals, grow their business, and strengthened the relationship between the business and its partners.
How the implementation of the Salesforce platform and the development of a custom package for business lending increased the company’s funding deals and renewal conversions and provided better insight into the business’ performance.
How the implementation of Service Cloud for Partner prospecting and program and Merchant Management helped a provider in integrated payment solutions improve their team’s productivity and perform optimal support to partners while identifying problems faster, increasing response time.