Sold by: Salesforce, Inc.
Financial Services Cloud increases productivity and lowers costs while delivering innovations and maximizing speed to value enabling you to grow trusted relationships. Accelerate your customer onboarding securely. Increase retention and loyalty with automation and AI powered service at scale. Deliver intelligent advice and insights to empower your customers financial success.
Sold by: Salesforce, Inc.
Overview
Financial Services Cloud accelerates business outcomes for Banks, Wealth Managers, and Insurers by providing tailored solutions that address the unique needs of each sector. Our solutions offer a holistic and integrated approach, seamlessly aligning technology from the Salesforce C360 now including Agentforce with industry specific processes.
Purpose built industry functionality and the capabilities of Sales Cloud and Service Cloud augmented with AI technology enable financial services firms to increase employee productivity, accelerate time to value, and deepen customer trust with every interaction. Instead of having to start with a generic Customer 360 that needs a lot of customization, Financial Services Cloud provides prebuilt applications and AI agents with user experiences, automation, and integration designed based on industry best practices.
For our Customers, this translates into:
- Data and insights consolidated from across functions to drive personalization and better decision making
- Increased operational efficiency through streamlined workflows and a unified view of the customer
- Agility to adapt quickly to regulatory changes and evolving compliance requirements
- A catalyst for innovation through faster adoption of emerging technologies like generative AI built on a foundation of trust and accuracy
- Simplified low & no-code integration patterns and reduced technical debt
Highlights
- Improve efficiency with automation and agility and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows
- Innovate with confidence across the customer lifecycle with built-in regulatory compliance and best practice solutions for Data Privacy and Know Your Customer
- Easily incorporate add-ons like Data Cloud and Marketing Cloud with seamless extensions unique to Financial Services, or capabilities from our partner ecosystem
Details
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Custom pricing options
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Legal
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
AWS infrastructure support
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Customer reviews
Subhajit B.
Very underrated and really affective
Reviewed on Sep 19, 2024
Review provided by G2
What do you like best about the product?
Actually, solves the need of any business, mostly suited for midsize business, but very helpful for managing finances
What do you dislike about the product?
Licenses are very expensive compared to what you get
What problems is the product solving and how is that benefiting you?
50 solution to create a sink between sales and finance
Leave a comment0 comments
Victoria J.
Financial services cloud developer experience
Reviewed on Dec 14, 2023
Review provided by G2
What do you like best about the product?
Fast to market finding solutions for development and enhancements to customer experience
What do you dislike about the product?
Out of the box components could have better features
What problems is the product solving and how is that benefiting you?
Sun hung financial products
Financial Services
Excellent experience for our employees
Reviewed on Dec 14, 2023
Review provided by G2
What do you like best about the product?
Fairly easy integrations to legacy systems.
What do you dislike about the product?
Understanding best practices in the industry for us to adopt from UI design to workshops.
What problems is the product solving and how is that benefiting you?
Lead management and reporting (this allows for sales coaching)
Kyle R.
Service cloud review
Reviewed on Sep 14, 2023
Review provided by G2
What do you like best about the product?
The ability to have access to all the new features that gov cloud does not have
What do you dislike about the product?
The fact that I also use gov cloud plus and it is limited or does not have the access that service cloud has
What problems is the product solving and how is that benefiting you?
Our ability to solve our financial service needs to best serve our customers
Banking
Great product be prepared for lots of time and money
Reviewed on Sep 12, 2023
Review provided by G2
What do you like best about the product?
It is a great tool is if set up well. Take the time to understand how long things actually take to develop and implement.
What do you dislike about the product?
The time it takes to set everything up and deploy I'd much longer than anticipated.
What problems is the product solving and how is that benefiting you?
Centralized location of tools and information for everyone to access company wide.